Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q1 2024 (March 31)94holders
1famous investor
$56.58avg. 13F price*
At the end of Q1 2024, 94 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings. The largest holders were LPL Financial LLC ($17.2M), Morgan Stanley ($14.2M) and Atria Wealth Solutions, Inc. ($9.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V274
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.3M |
| Exits | 7 | $1.1M |
Ownership 94 holders
| LPL Financial LLC | 0.01% | Add +10.4% | 303,215 | $17.2M |
| Morgan Stanley | 0.00% | Reduce -41.9% | 251,574 | $14.2M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +6.3% | 158,269 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.1% | 96,831 | $5.5M |
| Dakota Wealth Management | 0.13% | Reduce -1.9% | 92,050 | $5.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.1% | 90,101 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.3% | 86,719 | $4.9M |
| WealthCare Investment Partners, LLC | 1.91% | Reduce -13.1% | 69,850 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -48.1% | 66,756 | $3.8M |
| Advisory Services Network, LLC | 0.06% | Add +29.4% | 44,604 | $2.5M |
| Friedenthal Financial | 1.41% | Add +3.8% | 40,544 | $2.3M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -1.7% | 39,839 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -17.5% | 33,805 | $1.9M |
| Flaharty Asset Management, LLC | 0.24% | Add +10.4% | 28,769 | $1.6M |
| Jackson Wealth Management, LLC | 0.20% | Add +28.6% | 28,604 | $1.6M |
| UBS Group AG | 0.00% | Reduce -16.6% | 28,283 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +38.0% | 23,728 | $1.3M |
| SignalPoint Asset Management, LLC | 0.33% | Reduce -0.0% | 21,282 | $1.2M |
| Studio Investment Management LLC | 0.28% | Add +110.0% | 20,995 | $1.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.5% | 18,235 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -41.8% | 17,856 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 17,403 | $985K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.8% | 16,755 | $948K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +139.8% | 15,212 | $861K |
| Berger Financial Group, Inc | 0.07% | New | 15,034 | $851K |
| Pacific Sun Financial Corp | 0.47% | Reduce -1.4% | 14,202 | $804K |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -0.4% | 13,429 | $760K |
| Denver Wealth Management, Inc. | 0.38% | Add +44.3% | 13,185 | $746K |
| Alethea Capital Management, LLC | 0.52% | New | 11,396 | $645K |
| Stelac Advisory Services LLC | 0.29% | Reduce -2.8% | 11,024 | $624K |
| Jane Street Group, LLC | 0.00% | Reduce -35.4% | 10,299 | $583K |
| Cedar Brook Financial Partners, LLC | 0.11% | Add +24.7% | 10,141 | $574K |
| Royal Bank of Canada | 0.00% | Add +78.4% | 9,334 | $527K |
| Derbend Asset Management | 0.25% | New | 8,921 | $505K |
| WESPAC Advisors SoCal, LLC | 0.13% | No change | 8,650 | $490K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.9% | 8,614 | $487K |
| Advisory Alpha, LLC | 0.02% | Add +4.0% | 8,218 | $465K |
| WESPAC Advisors, LLC | 0.26% | Reduce -3.1% | 8,017 | $454K |
| Lincoln National Corp. | 0.01% | Add +7.9% | 7,302 | $413K |
| Walker Asset Management, LLC | 0.27% | Add +0.7% | 7,285 | $412K |
| Stifel Financial Corp. | 0.00% | Reduce -76.5% | 7,190 | $407K |
| Capital Analysts, LLC | 0.02% | Reduce -7.4% | 7,129 | $403K |
| Sage Capital Management, LLC | 0.22% | Add +0.6% | 7,065 | $400K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Reduce -6.2% | 7,005 | $396K |
| Elevation Wealth Partners, LLC | 0.19% | No change | 6,800 | $385K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 6,724 | $381K |
| Delos Wealth Advisors, LLC | 0.39% | Reduce -6.0% | 6,126 | $347K |
| Lido Advisors, LLC | 0.00% | Add +16.9% | 6,071 | $344K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,899 | $334K |
| Citadel Advisors | 0.00% | Reduce -80.7% | 5,586 | $316K |
| Harbour Investments, Inc. | 0.01% | Reduce -17.9% | 4,718 | $267K |
| Sigma Planning Corp | 0.01% | New | 4,554 | $258K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -19.4% | 4,330 | $245K |
| Allen Capital Group, LLC | 0.03% | No change | 4,164 | $236K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -11.3% | 3,929 | $222K |
| Truist Financial Corp. | 0.00% | Reduce -26.8% | 3,866 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.2% | 4,200 | $211K |
| Financial Advocates Investment Management | 0.01% | New | 3,628 | $205K |
| Neuberger Berman Group LLC | 0.00% | New | 3,614 | $205K |
| Raymond James & Associates | 0.00% | New | 3,561 | $201K |
| Sanctuary Wealth Management, L.L.C. | 0.14% | Reduce -18.1% | 3,030 | $171K |
| National Bank of Canada | 0.00% | Reduce -9.5% | 2,334 | $142K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.2% | 2,499 | $141K |
| Financial Perspectives, Inc | 0.05% | No change | 2,112 | $120K |
| Comerica Bank | 0.00% | Reduce -85.9% | 1,799 | $102K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.4% | 1,778 | $101K |
| Private Trust Co. NA | 0.01% | Reduce -9.6% | 1,748 | $99K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.6% | 1,605 | $91K |
| RFP Financial Group LLC | 0.02% | New | 922 | $52K |
| Carmichael Hill & Associates, Inc. | 0.02% | Reduce -23.9% | 867 | $49K |
| US Bancorp \de | 0.00% | Add +30.2% | 862 | $49K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $45K |
| First Horizon Advisors, Inc. | 0.00% | Add +29.0% | 658 | $37K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 632 | $36K |
| Main Street Group, LTD | 0.02% | No change | 630 | $35K |
| Signaturefd, LLC | 0.00% | No change | 580 | $33K |
| Arax Advisory Partners | 0.00% | No change | 478 | $27K |
| Principal Securities, Inc. | 0.00% | Add +71.9% | 478 | $27K |
| Anchor Investment Management, LLC | 0.00% | Add +15.0% | 460 | $26K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -45.9% | 338 | $19K |
| Spire Wealth Management | 0.00% | No change | 300 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 276 | $16K |
| FMR LLC | 0.00% | Reduce -37.8% | 263 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 250 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Add +80.0% | 180 | $10K |
| Custom Portfolio Group LLC | 0.01% | No change | 178 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 157 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -41.8% | 120 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 118 | $7K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 80 | $5K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 66 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 48 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 10 | $566 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.3% | 6 | $327 |
"% of holder's portfolio" is RSPU's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.