Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q2 2024 (June 30)383holders +9
33new positions
29sold out
2famous investors
$36.51avg. 13F price*
At the end of Q2 2024, 383 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 9 from Q1 2024. 33 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($455.6M), Richard Bernstein Advisors LLC ($190.4M) and Ameriprise Financial Inc. ($173.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $22.3M |
| Exits | 29 | $33.9M |
All 13F filers, Q1 2024 → Q2 2024: 2,101,686 shares bought and 3,726,744 shares sold, net −1,625,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| Bank of America Corp. | 0.04% | Add +0.1% | 12,427,252 | $455.6M |
| Richard Bernstein Advisors LLC | 4.22% | Reduce -4.0% | 5,192,610 | $190.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -7.9% | 4,723,907 | $173.3M |
| Morgan Stanley | 0.01% | Reduce -4.3% | 2,625,480 | $96.3M |
| Wells Fargo & Company | 0.02% | Add +0.1% | 2,130,375 | $78.1M |
| Davis Investment Partners, LLC | 25.33% | Reduce -5.2% | 1,624,007 | $61.6M |
| UBS Group AG | 0.02% | Add +10.8% | 1,586,455 | $58.2M |
| LPL Financial LLC | 0.03% | Reduce -20.5% | 1,511,627 | $55.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.6% | 1,307,228 | $47.9M |
| Osaic Holdings, Inc. | 0.11% | Add +15.6% | 1,291,298 | $47.3M |
| Bouchey Financial Group, Ltd. | 4.43% | Add +0.4% | 1,273,006 | $46.7M |
| Royal Bank of Canada | 0.01% | Add +1.5% | 1,263,564 | $46.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.68% | No change | 980,000 | $35.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.11% | Add +5.8% | 974,496 | $35.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -14.4% | 900,387 | $33.0M |
| Captrust Financial Advisors | 0.10% | Add +1.2% | 863,620 | $31.7M |
| PGIM Custom Harvest LLC | 0.65% | Reduce -27.0% | 798,844 | $29.3M |
| Baker Avenue Asset Management, LP | 0.72% | Add +8.8% | 572,753 | $21.0M |
| TD Waterhouse Canada Inc. | 0.19% | Add +3.6% | 565,104 | $20.7M |
| EP Wealth Advisors, LLC | 0.19% | Add +5.5% | 498,458 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 498,115 | $18.3M |
| Graypoint LLC | 1.19% | Add +9.2% | 467,144 | $17.1M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.4% | 422,996 | $15.5M |
| Activest Wealth Management | 4.95% | Add +1.0% | 409,998 | $15.0M |
| StoneX Group Inc. | 1.18% | Add +9.3% | 401,694 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 397,697 | $14.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +12.4% | 377,805 | $13.8M |
| Raymond James & Associates | 0.01% | Add +3.5% | 357,881 | $13.1M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +3.7% | 327,653 | $12.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -5.8% | 307,828 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.9% | 284,234 | $10.4M |
| Mariner, LLC | 0.02% | Add +1.2% | 280,865 | $10.3M |
| Detalus Advisors, LLC | 3.49% | Add +3.3% | 277,711 | $10.2M |
| Chicago Wealth Management, Inc. | 5.66% | Add +3.5% | 268,445 | $9.8M |
| Destination Wealth Management | 0.32% | Reduce -5.5% | 267,610 | $9.8M |
| Cerity Partners LLC | 0.03% | Reduce -22.6% | 251,605 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 249,759 | $9.2M |
| Condor Capital Management | 0.86% | Reduce -1.6% | 245,738 | $9.0M |
| Cetera Investment Advisers | 0.02% | Add +0.2% | 234,256 | $8.6M |
| SignalPoint Asset Management, LLC | 2.22% | Reduce -0.7% | 226,825 | $8.3M |
| Phoenix Financial Ltd. | 0.12% | Reduce -56.2% | 215,290 | $7.9M |
| Walled Lake Planning & Wealth Management, LLC | 3.17% | Add +0.9% | 211,258 | $7.7M |
| Regal Investment Advisors LLC | 0.51% | Add +2.8% | 210,019 | $7.7M |
| FRG Family Wealth Advisors LLC | 1.48% | Reduce -1.5% | 225,245 | $7.6M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Reduce -0.4% | 202,055 | $7.4M |
| GTS Securities LLC | 0.15% | New | 197,024 | $7.2M |
| Smith Anglin Financial, LLC | 0.70% | Add +25.2% | 188,748 | $6.9M |
| Cascade Wealth Advisors, Inc | 5.02% | Reduce -23.8% | 189,976 | $6.8M |
| Joseph P. Lucia & Associates, LLC | 3.45% | Reduce -1.7% | 183,783 | $6.7M |
| Monument Capital Management | 1.97% | Add +20.1% | 182,666 | $6.7M |
| Treynor Bancshares, Inc. | 6.97% | Reduce -15.5% | 181,903 | $6.7M |
| Neville Rodie & Shaw Inc. | 0.49% | Add +4.1% | 174,651 | $6.4M |
| Sanctuary Advisors, LLC | 0.05% | — | 190,046 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.8% | 171,683 | $6.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -57.4% | 170,684 | $6.3M |
| Fifth Third Securities, Inc. | 0.55% | Add +0.1% | 162,748 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -7.4% | 160,148 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -6.9% | 158,710 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 153,615 | $5.6M |
| Cavalier Investments, LLC | 1.72% | No change | 152,430 | $5.6M |
| Lido Advisors, LLC | 0.05% | Add +0.1% | 152,384 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.9% | 145,953 | $5.4M |
| Sage Rhino Capital LLC | 1.27% | Reduce -1.7% | 144,506 | $5.3M |
| Raub Brock Capital Management LP | 1.15% | Add +1.0% | 143,500 | $5.3M |
| Islay Capital Management, LLC | 3.77% | Reduce -27.9% | 142,004 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -1.8% | 139,507 | $5.1M |
| Advisory Services Network, LLC | 0.11% | Add +0.8% | 139,419 | $5.1M |
| WMS Partners, LLC | 0.32% | Reduce -0.8% | 136,819 | $5.0M |
| Curi Capital, LLC | 0.12% | Reduce -0.4% | 131,934 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +70.7% | 130,173 | $4.8M |
| MBL Wealth, LLC | 0.53% | Add +5.2% | 128,445 | $4.7M |
| Yoder Wealth Management, Inc. | 2.96% | Add +1.6% | 124,612 | $4.6M |
| Park Avenue Securities LLC | 0.05% | Add +13.8% | 122,352 | $4.5M |
| Royal Fund Management, LLC | 0.57% | Add +1.5% | 115,889 | $4.3M |
| Laidlaw Wealth Management LLC | 2.31% | No change | 114,570 | $4.2M |
| Venture Visionary Partners LLC | 0.20% | Add +2.5% | 114,428 | $4.2M |
| Vista Investment Management | 1.53% | Add +8.3% | 103,381 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 101,392 | $3.7M |
| Redhawk Wealth Advisors, Inc. | 0.56% | Add +5.1% | 100,234 | $3.7M |
| Legacy Private Trust Co. | 0.26% | Add +12.3% | 98,740 | $3.6M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -2.1% | 94,703 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -0.5% | 95,299 | $3.5M |
| Hartford Financial Management Inc. | 0.74% | No change | 93,553 | $3.4M |
| Capital Market Strategies LLC | 2.17% | Add +4.2% | 93,176 | $3.4M |
| Atria Investments, Inc | 0.04% | Reduce -8.1% | 90,002 | $3.3M |
| Walker Asset Management, LLC | 2.20% | Reduce -0.8% | 89,300 | $3.3M |
| Jmac Enterprises LLC | 0.51% | Add +1.2% | 79,643 | $2.9M |
| Capital Analysts, LLC | 0.13% | Reduce -5.2% | 78,924 | $2.9M |
| Transcend Capital Advisors, LLC | 0.21% | Add +0.1% | 78,136 | $2.9M |
| Essex Private Wealth Management, LLC | 7.23% | Add +12.4% | 77,552 | $2.8M |
| Halter Ferguson Financial Inc. | 2.01% | Reduce -4.7% | 77,028 | $2.8M |
| Kennicott Capital Management LLC | 1.16% | No change | 75,882 | $2.8M |
| Empirical Asset Management, LLC | 1.04% | Reduce -4.0% | 75,595 | $2.8M |
| Allen Capital Group, LLC | 0.39% | Reduce -0.7% | 74,748 | $2.7M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.7M |
| Biltmore Family Office, LLC | 0.50% | Reduce -4.7% | 74,172 | $2.7M |
| Moulton Wealth Management, Inc. | 2.46% | New | 72,266 | $2.7M |
| Focus Financial Network, Inc. | 0.12% | Reduce -0.4% | 72,255 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.7% | 72,811 | $2.7M |
| Apriem Advisors | 0.32% | Add +0.0% | 71,543 | $2.6M |
"% of holder's portfolio" is RSPT's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.