Invesco S&P 500 Pure GrowthRPGETF
13F holders, Q4 2024 (December 31)256holders +8
20new positions
19sold out
2famous investors
$41.28avg. 13F price*
At the end of Q4 2024, 256 institutions reported holding Invesco S&P 500 Pure Growth (RPG) in their 13F filings, up 8 from Q3 2024. 20 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($52.3M), LPL Financial LLC ($45.2M) and Bank of America Corp. ($40.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Pure Growth
- CUSIP
- 46137V266
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $36.7M |
| Exits | 19 | $16.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,536,426 shares bought and 1,181,995 shares sold, net +354,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Morgan Stanley | 0.00% | Add +3.8% | 1,266,557 | $52.3M |
| LPL Financial LLC | 0.02% | Add +0.5% | 1,094,473 | $45.2M |
| Bank of America Corp. | 0.00% | Add +3.2% | 975,456 | $40.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 781,345 | $32.2M |
| Marquette Asset Management, LLC | 4.99% | Reduce -1.0% | 741,050 | $30.6M |
| Financial Security Advisor, Inc. | 7.58% | Reduce -2.6% | 723,281 | $29.8M |
| HighTower Advisors, LLC | 0.04% | Add +1.1% | 683,614 | $28.2M |
| Raymond James Financial Inc. | 0.01% | — | 629,101 | $26.0M |
| New England Private Wealth Advisors LLC | 3.89% | Reduce -0.3% | 594,804 | $24.5M |
| One Capital Management, LLC | 0.70% | New | 513,286 | $21.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.8% | 458,958 | $18.9M |
| UBS Group AG | 0.00% | Add +17.3% | 429,987 | $17.7M |
| Creative Planning | 0.01% | Reduce -1.7% | 354,849 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 328,399 | $13.6M |
| Cutler Investment Counsel LLC | 1.51% | Reduce -17.6% | 295,082 | $12.2M |
| BNP Paribas Financial Markets | 0.01% | Add +0.1% | 262,299 | $10.8M |
| Osaic Holdings, Inc. | 0.02% | Add +22.9% | 221,576 | $9.1M |
| Arkadios Wealth Advisors | 0.49% | Reduce -59.6% | 216,090 | $8.9M |
| Auxano Advisors, LLC | 1.95% | Reduce -0.0% | 187,847 | $7.8M |
| Plan Group Financial, LLC | 4.00% | Add +2.3% | 183,332 | $7.6M |
| Coldstream Capital Management Inc. | 0.16% | Reduce -12.3% | 179,254 | $7.4M |
| Captrust Financial Advisors | 0.02% | Reduce -2.4% | 162,381 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +28.1% | 161,069 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +20.1% | 160,305 | $6.6M |
| Twelve Points Wealth Management LLC | 1.86% | Add +2.6% | 156,622 | $6.5M |
| Avantax Advisory Services, Inc. | 0.04% | Add +0.3% | 150,013 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1361.7% | 138,580 | $5.7M |
| Stratos Wealth Partners, LTD. | 0.07% | New | 111,961 | $4.6M |
| Wolff Financial Management LLC | 1.27% | Reduce -1.4% | 111,269 | $4.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +5.4% | 101,925 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +16.2% | 95,533 | $3.9M |
| EWG Elevate Inc. | 1.17% | New | 92,806 | $3.8M |
| Wealth Group Ltd | 0.99% | Reduce -2.3% | 83,171 | $3.4M |
| Shakespeare Wealth Management, LLC | 0.89% | Reduce -1.8% | 80,279 | $3.3M |
| Commonwealth Financial Services, LLC | 0.64% | Add +32.6% | 79,433 | $3.3M |
| NewEdge Wealth, LLC | 0.06% | Reduce -3.8% | 78,920 | $3.3M |
| IFP Advisors, Inc | 0.10% | Add +367.7% | 77,718 | $3.2M |
| Chicago Partners Investment Group LLC | 0.10% | Add +0.1% | 69,113 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +33.9% | 69,225 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.5% | 63,764 | $2.6M |
| Beacon Bridge Wealth Partners, LLC | 1.08% | Add +6.0% | 61,588 | $2.5M |
| Delos Wealth Advisors, LLC | 1.75% | Add +6.7% | 53,186 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +2.1% | 52,478 | $2.2M |
| Victory Financial Group, LLC | 0.55% | — | 50,924 | $2.1M |
| XML Financial, LLC | 0.18% | Reduce -21.2% | 48,229 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.7% | 47,493 | $2.0M |
| Forte Capital LLC | 0.21% | Reduce -3.4% | 46,023 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -1.9% | 44,842 | $1.9M |
| Independent Advisor Alliance | 0.02% | New | 44,820 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -0.9% | 44,612 | $1.8M |
| Investors Research Corp | 0.40% | Reduce -0.6% | 43,969 | $1.8M |
| Reston Wealth Management LLC | 0.67% | Reduce -1.3% | 43,963 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 42,761 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.9% | 41,065 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.9% | 38,900 | $1.6M |
| Pure Financial Advisors, LLC | 0.03% | No change | 37,115 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -8.2% | 36,938 | $1.5M |
| Citadel Advisors | 0.00% | Add +17.1% | 35,856 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +18.8% | 35,120 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | No change | 33,980 | $1.4M |
| PFG Advisors | 0.09% | Add +0.0% | 33,696 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +0.0% | 33,409 | $1.4M |
| Berger Financial Group, Inc | 0.10% | Add +0.1% | 33,312 | $1.4M |
| FMR LLC | 0.00% | Add +2.1% | 33,008 | $1.4M |
| Nvest Financial, LLC | 0.67% | Reduce -42.0% | 32,117 | $1.3M |
| SPC Financial, Inc. | 0.11% | Reduce -2.8% | 31,610 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -7.2% | 31,477 | $1.3M |
| Fiducient Advisors LLC | 0.16% | No change | 30,985 | $1.3M |
| Renaissance Technologies | 0.00% | New | 30,400 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +1.1% | 28,895 | $1.2M |
| Essex Financial Services, Inc. | 0.08% | Add +0.7% | 28,815 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -3.6% | 26,810 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.5% | 24,805 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +1.5% | 26,562 | $1.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.46% | — | 26,340 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +94.5% | 26,097 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +10.1% | 26,084 | $1.1M |
| PAX Financial Group, LLC | 0.19% | New | 25,349 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | Add +11601.4% | 25,158 | $1.0M |
| US Bancorp \de | 0.00% | Add +1.4% | 24,834 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +0.0% | 24,756 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.1% | 23,924 | $987K |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 23,746 | $980K |
| Pacific Center for Financial Services | 0.25% | Reduce -0.5% | 23,745 | $980K |
| Vertex Planning Partners, LLC | 0.22% | Reduce -0.4% | 23,648 | $976K |
| Bridgewater Advisors Inc. | 0.10% | No change | 22,000 | $927K |
| American Trust | 0.07% | New | 22,221 | $917K |
| Qube Research & Technologies Ltd | 0.00% | Add +612.3% | 21,747 | $897K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +79.2% | 21,640 | $893K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 21,574 | $890K |
| Mutual Advisors, LLC | 0.03% | Reduce -2.7% | 19,996 | $863K |
| Detalus Advisors, LLC | 0.28% | Add +0.0% | 20,812 | $859K |
| May Hill Capital, LLC | 0.33% | — | 20,801 | $858K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -75.7% | 20,500 | $846K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.6% | 20,156 | $832K |
| Cary Street Partners Financial LLC | 0.03% | — | 19,874 | $820K |
| Merit Financial Group, LLC | 0.01% | Add +12.4% | 19,768 | $816K |
| MAI Capital Management | 0.01% | Add +3.1% | 19,680 | $812K |
| Matrix Trust Co | 0.14% | Add +557.3% | 19,601 | $809K |
| Rodgers & Associates, LTD | 0.10% | Reduce -7.0% | 19,579 | $808K |
"% of holder's portfolio" is RPG's weight in each manager's 13F, not the share of Invesco S&P 500 Pure Growth the manager owns.