Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q2 2024 (June 30)96holders +2
13new positions
10sold out
1famous investor
$58.04avg. 13F price*
At the end of Q2 2024, 96 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, up 2 from Q1 2024. 13 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($18.0M), Morgan Stanley ($14.5M) and Raymond James Financial Services Advisors, Inc. ($13.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.8M |
| Exits | 10 | $3.1M |
All 13F filers, Q1 2024 → Q2 2024: 303,733 shares bought and 188,708 shares sold, net +115,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| LPL Financial LLC | 0.01% | Add +2.4% | 310,564 | $18.0M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 249,943 | $14.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +156.4% | 231,032 | $13.4M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +17.1% | 185,377 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.2% | 86,896 | $5.0M |
| Dakota Wealth Management | 0.12% | Reduce -7.3% | 85,374 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -32.1% | 65,780 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 65,758 | $3.8M |
| WealthCare Investment Partners, LLC | 1.34% | Reduce -29.0% | 49,594 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Reduce -2.5% | 43,476 | $2.5M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -0.5% | 39,652 | $2.3M |
| Friedenthal Financial | 1.43% | Reduce -2.8% | 39,425 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -14.5% | 28,898 | $1.7M |
| Flaharty Asset Management, LLC | 0.24% | Reduce -3.6% | 27,721 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 25,020 | $1.5M |
| Studio Investment Management LLC | 0.30% | Add +7.8% | 22,629 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -10.4% | 21,255 | $1.2M |
| SignalPoint Asset Management, LLC | 0.31% | Reduce -4.7% | 20,274 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 19,578 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +163.0% | 18,911 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 17,992 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 17,823 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -3.5% | 17,587 | $1.0M |
| Jackson Wealth Management, LLC | 0.20% | Reduce -43.7% | 16,108 | $935K |
| Pacific Sun Financial Corp | 0.48% | Reduce -0.8% | 14,092 | $818K |
| Denver Wealth Management, Inc. | 0.39% | Add +0.7% | 13,272 | $770K |
| Baird Financial Group, Inc. | 0.00% | New | 13,260 | $770K |
| Foundations Investment Advisors, LLC | 0.02% | New | 13,062 | $758K |
| Berger Financial Group, Inc | 0.06% | Reduce -15.4% | 12,712 | $738K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -10.7% | 11,996 | $696K |
| Stelac Advisory Services LLC | 0.27% | No change | 11,024 | $640K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 10,429 | $605K |
| Waverly Advisors, LLC | 0.01% | New | 9,972 | $579K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.0% | 9,817 | $570K |
| Citadel Advisors | 0.00% | Add +70.0% | 9,494 | $551K |
| Ameriprise Financial Inc. | 0.00% | Add +37.5% | 9,242 | $536K |
| UBS Group AG | 0.00% | Reduce -67.7% | 9,140 | $530K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,872 | $515K |
| WESPAC Advisors SoCal, LLC | 0.13% | No change | 8,650 | $502K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.9% | 8,061 | $468K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Add +2.1% | 7,155 | $415K |
| Sage Capital Management, LLC | 0.22% | Add +0.6% | 7,107 | $412K |
| Walker Asset Management, LLC | 0.27% | Reduce -5.5% | 6,886 | $400K |
| Elevation Wealth Partners, LLC | 0.19% | No change | 6,800 | $395K |
| Capital Analysts, LLC | 0.02% | Reduce -15.9% | 5,997 | $348K |
| WESPAC Advisors, LLC | 0.25% | Reduce -32.3% | 5,429 | $315K |
| Lido Advisors, LLC | 0.00% | Reduce -11.5% | 5,373 | $312K |
| Delos Wealth Advisors, LLC | 0.30% | Reduce -13.6% | 5,296 | $307K |
| HighTower Advisors, LLC | 0.00% | New | 5,200 | $301K |
| Royal Bank of Canada | 0.00% | Reduce -47.8% | 4,877 | $284K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 4,744 | $275K |
| Sigma Planning Corp | 0.01% | Reduce -4.3% | 4,359 | $253K |
| Allen Capital Group, LLC | 0.03% | No change | 4,164 | $242K |
| Old Mission Capital LLC | 0.01% | New | 4,117 | $239K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.1% | 3,900 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.3% | 3,839 | $223K |
| Equitable Holdings, Inc. | 0.00% | New | 3,789 | $220K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.7% | 3,704 | $215K |
| Neuberger Berman Group LLC | 0.00% | Add +2.2% | 3,694 | $214K |
| Raymond James & Associates | 0.00% | Reduce -0.1% | 3,556 | $206K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -18.2% | 3,540 | $205K |
| Focus Financial Network, Inc. | 0.01% | New | 3,349 | $201K |
| RFP Financial Group LLC | 0.07% | Add +262.1% | 3,339 | $194K |
| Sanctuary Wealth Management, L.L.C. | 0.13% | Reduce -0.5% | 3,014 | $175K |
| Comerica Bank | 0.00% | Add +17.4% | 2,113 | $123K |
| Financial Perspectives, Inc | 0.05% | No change | 2,112 | $123K |
| Private Trust Co. NA | 0.01% | No change | 1,748 | $101K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.7% | 1,616 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.7% | 1,605 | $93K |
| FMR LLC | 0.00% | Add +413.3% | 1,350 | $78K |
| International Assets Investment Management, LLC | 0.01% | New | 1,107 | $64K |
| National Bank of Canada | 0.00% | Reduce -53.0% | 1,098 | $63K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 867 | $50K |
| IFP Advisors, Inc | 0.00% | New | 800 | $46K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $46K |
| US Bancorp \de | 0.00% | Reduce -23.2% | 662 | $38K |
| First Horizon Advisors, Inc. | 0.00% | No change | 658 | $38K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 636 | $37K |
| Main Street Group, LTD | 0.02% | No change | 630 | $36K |
| Signaturefd, LLC | 0.00% | No change | 580 | $34K |
| Anchor Investment Management, LLC | 0.00% | Add +22.0% | 561 | $33K |
| Arax Advisory Partners | 0.00% | No change | 478 | $28K |
| Principal Securities, Inc. | 0.00% | Reduce -9.2% | 434 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.3% | 339 | $19K |
| Spire Wealth Management | 0.00% | No change | 300 | $17K |
| Larson Financial Group LLC | 0.00% | Add +2800.0% | 290 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 276 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 250 | $15K |
| Jones Financial Companies LLLP | 0.00% | Add +54.8% | 243 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +86.7% | 224 | $13K |
| Custom Portfolio Group LLC | 0.01% | No change | 178 | $10K |
| PSI Advisors, LLC | 0.00% | No change | 118 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -44.4% | 100 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 48 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 38 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 6 | $348 |
"% 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.