Invesco S&P 500 Equal WeightRSPETF
13F holders, Q3 2024 (September 30)1,698holders +96
181new positions
86sold out
7famous investors
$177.90avg. 13F price*
At the end of Q3 2024, 1,698 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 96 from Q2 2024. 181 opened new positions and 86 sold out. The largest holders were Morgan Stanley ($4.9B), Northwestern Mutual Wealth Management Co. ($4.0B) and Bank of America Corp. ($3.4B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 181 | $1.7B |
| Exits | 86 | $379.5M |
All 13F filers, Q2 2024 → Q3 2024: 27,247,122 shares bought and 22,794,301 shares sold, net +4,452,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,698 holders
| Morgan Stanley | 0.35% | Add +10.2% | 27,215,261 | $4.9B |
| Northwestern Mutual Wealth Management Co. | 3.56% | Add +8.8% | 22,348,470 | $4.0B |
| Bank of America Corp. | 0.30% | Add +2.0% | 19,140,194 | $3.4B |
| Goldman Sachs Group Inc. | 0.27% | Reduce -15.3% | 7,786,920 | $1.4B |
| Invesco Ltd. | 0.27% | Reduce -2.8% | 7,654,552 | $1.4B |
| Wells Fargo & Company | 0.28% | Add +1.4% | 6,533,897 | $1.2B |
| UBS Group AG | 0.31% | Reduce -5.2% | 6,269,901 | $1.1B |
| Truist Financial Corp. | 1.46% | Reduce -28.4% | 5,185,229 | $929.0M |
| JPMorgan Chase & Co. | 0.06% | Reduce -4.0% | 4,098,808 | $734.3M |
| LPL Financial LLC | 0.33% | Add +9.5% | 4,090,639 | $732.9M |
| Keybank National Association | 2.65% | Reduce -1.3% | 3,841,933 | $688.3M |
| Cresset Asset Management, LLC | 2.48% | Add +6.1% | 3,571,523 | $639.9M |
| Ameriprise Financial Inc. | 0.16% | Add +5.8% | 3,519,067 | $630.6M |
| Royal Bank of Canada | 0.10% | Reduce -0.1% | 2,596,660 | $465.2M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -16.9% | 2,500,827 | $448.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.07% | Add +4.2% | 2,438,000 | $436.8M |
| Raymond James Financial Services Advisors, Inc. | 0.52% | Add +4.2% | 2,190,317 | $392.4M |
| Citigroup Inc. | 0.35% | Add +10.6% | 2,082,326 | $373.1M |
| Employees Retirement System of Texas | 3.77% | New | 2,056,072 | $368.4M |
| Texas Permanent School Fund Corp. | 58.52% | New | 1,950,529 | $349.5M |
| BNP Paribas Financial Markets | 0.28% | Reduce -36.6% | 1,607,039 | $287.9M |
| Cercano Management LLC | 6.79% | Add +305.2% | 1,583,970 | $283.8M |
| Bank of New York Mellon Corp | 0.05% | Add +23.9% | 1,553,351 | $278.3M |
| Raymond James & Associates | 0.16% | Reduce -2.0% | 1,504,720 | $269.6M |
| LBMC Investment Advisors, LLC | 18.95% | Add +0.3% | 1,338,431 | $239.8M |
| HighTower Advisors, LLC | 0.35% | Add +2.3% | 1,324,876 | $237.4M |
| Commonwealth Equity Services, LLC | 0.34% | Add +0.3% | 1,235,760 | $221.4M |
| Osaic Holdings, Inc. | 0.45% | Add +5.1% | 1,118,149 | $200.4M |
| Nwi Management LP | 21.36% | New | 1,000,000 | $179.2M |
| Sei Investments Co. | 0.22% | Reduce -0.6% | 965,711 | $173.0M |
| Stifel Financial Corp. | 0.18% | Add +4.8% | 959,486 | $171.9M |
| Rockefeller Capital Management L.P. | 0.43% | Reduce -0.5% | 895,199 | $160.4M |
| SPX Gestao de Recursos Ltda | 21.41% | Add +1502.5% | 895,000 | $160.3M |
| Cerity Partners LLC | 0.35% | Add +16.3% | 890,815 | $159.6M |
| Horizon Investments, LLC | 4.20% | Add +360.3% | 883,201 | $158.2M |
| Kestra Advisory Services, LLC | 0.80% | Add +3.5% | 811,728 | $145.4M |
| TD Asset Management Inc | 0.12% | New | 776,776 | $139.0M |
| US Bancorp \de | 0.18% | Reduce -63.0% | 770,388 | $138.0M |
| Summit Trail Advisors, LLC | 3.27% | Add +10.2% | 737,284 | $132.1M |
| Focus Partners Wealth | 0.41% | Reduce -8.4% | 720,908 | $129.2M |
| Valeo Financial Advisors, LLC | 3.54% | Reduce -7.1% | 690,703 | $123.7M |
| Fiduciary Trust Co | 1.71% | Reduce -20.9% | 683,541 | $122.5M |
| CW Advisors, LLC | 1.59% | Add +15904.4% | 667,544 | $119.6M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +5.5% | 657,543 | $117.8M |
| Barclays PLC | 0.05% | Add +10.6% | 649,104 | $116.3M |
| Janney Montgomery Scott LLC | 0.32% | Reduce -10.3% | 648,726 | $116.2M |
| Brown Advisory Inc. | 0.13% | Add +14.2% | 596,244 | $106.8M |
| Members Trust Co | 3.43% | Reduce -6.4% | 590,050 | $105.7M |
| Csenge Advisory Group | 5.33% | Add +5.5% | 568,493 | $102.3M |
| Private Advisor Group, LLC | 0.63% | Add +8.4% | 566,250 | $101.4M |
| Ally Financial Inc. | 12.20% | Add +24.2% | 564,000 | $101.0M |
| Glenmede Trust Co. NA | 0.48% | Reduce -6.2% | 560,958 | $100.5M |
| BlackRock, Inc. | 0.00% | — | 546,411 | $97.9M |
| Meitav Investment House Ltd. | 1.63% | Add +39.9% | 542,439 | $97.2M |
| Cetera Investment Advisers | 0.21% | Add +5.8% | 534,913 | $95.8M |
| Waverly Advisors, LLC | 1.75% | Reduce -1.9% | 528,862 | $94.8M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +7.4% | 519,395 | $93.1M |
| Endurance Services Ltd | 15.23% | No change | 507,500 | $90.9M |
| Synovus Financial Corp. | 1.03% | Add +1.5% | 498,793 | $89.4M |
| Penserra Capital Management LLC | 1.89% | Add +2274.4% | 486,095 | $87.1M |
| First Manhattan Co. Llc. | 0.25% | Reduce -0.8% | 476,343 | $85.3M |
| Banco Santander, S.A. | 0.99% | Add +95.4% | 467,381 | $83.7M |
| Vanderbilt University | 15.18% | Add +0.4% | 457,549 | $82.0M |
| PNC Financial Services Group, Inc. | 0.05% | Add +13.3% | 452,369 | $81.0M |
| MAI Capital Management | 0.76% | Add +5.1% | 443,205 | $79.4M |
| CENTRAL TRUST Co | 1.85% | Reduce -0.0% | 440,301 | $78.9M |
| SPC Financial, Inc. | 6.61% | Reduce -2.9% | 418,972 | $75.1M |
| Total Investment Management Inc. | 8.17% | Reduce -1.0% | 406,997 | $72.9M |
| Stratos Wealth Partners, LTD. | 1.04% | Reduce -1.6% | 398,310 | $71.4M |
| Chai Trust Co. LLC | 3.31% | Add +1.9% | 1,854,461 | $69.9M |
| National Bank of Canada | 0.09% | Add +31.8% | 383,973 | $68.7M |
| First Interstate Bank | 4.13% | Add +2324.6% | 379,553 | $68.0M |
| Equitable Holdings, Inc. | 0.66% | Add +4.3% | 378,391 | $67.8M |
| Aptus Capital Advisors, LLC | 1.00% | Add +9.2% | 367,797 | $65.9M |
| Turim 21 Investimentos Ltda. | 17.96% | Reduce -13.0% | 364,312 | $65.3M |
| NorthCoast Asset Management LLC | 0.46% | Add +1116.1% | 386,527 | $65.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.81% | Add +55.4% | 359,846 | $64.5M |
| Dakota Wealth Management | 1.45% | Add +4.1% | 357,884 | $64.1M |
| Venture Visionary Partners LLC | 2.84% | Add +0.0% | 357,654 | $64.1M |
| Choreo, LLC | 0.93% | Reduce -1.4% | 356,256 | $63.5M |
| Berkshire Money Management, Inc. | 7.09% | Add +1523.4% | 345,976 | $62.0M |
| Manchester Financial Inc. | 13.40% | Add +8.0% | 344,744 | $61.8M |
| Spider Management Company, LLC | 30.00% | No change | 343,186 | $61.5M |
| Baltimore-Washington Financial Advisors, Inc. | 3.32% | Reduce -0.7% | 340,213 | $61.0M |
| MML Investors Services, LLC | 0.22% | Add +9.7% | 336,554 | $60.3M |
| Mariner, LLC | 0.11% | Add +1.3% | 336,400 | $60.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.38% | Reduce -38.4% | 335,968 | $60.2M |
| Consolidated Investment Group LLC | 8.83% | No change | 331,800 | $59.4M |
| Southern Farm Bureau Life Insurance | 9.25% | No change | 328,428 | $58.9M |
| TRUE Private Wealth Advisors | 6.77% | Reduce -4.7% | 316,592 | $56.7M |
| Rock Creek Group LLC | 6.47% | New | 315,120 | $56.5M |
| GYL Financial Synergies, LLC | 4.06% | Reduce -0.5% | 301,266 | $54.0M |
| Atlas Private Wealth Advisors | 7.82% | Reduce -4.3% | 301,056 | $53.9M |
| Jane Street Group, LLC | 0.09% | Add +37.3% | 294,306 | $52.7M |
| Heck Capital Advisors, LLC | 5.92% | Reduce -1.2% | 286,451 | $51.3M |
| Requisite Capital Management, LLC | 10.69% | Add +41.3% | 285,291 | $51.1M |
| Vestcor Inc | 1.58% | No change | 278,900 | $50.0M |
| Wharton Business Group, LLC | 2.24% | Add +46.1% | 278,708 | $49.9M |
| Horizon Wealth Management, LLC | 9.78% | Add +1081.5% | 273,543 | $49.0M |
| Blair William & Co. | 0.14% | Add +11.4% | 270,769 | $48.5M |
"% of holder's portfolio" is RSP's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.