Invesco S&P 500 Equal WeightRSPETF
13F holders, Q4 2024 (December 31)1,915holders +217
164new positions
96sold out
10famous investors
$174.05avg. 13F price*
At the end of Q4 2024, 1,915 institutions reported holding Invesco S&P 500 Equal Weight (RSP) in their 13F filings, up 217 from Q3 2024. 164 opened new positions and 96 sold out. The largest holders were Morgan Stanley ($5.0B), Northwestern Mutual Wealth Management Co. ($4.1B) and Bank of America Corp. ($3.8B). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), David Einhorn (0.2% of Greenlight Capital (DME Capital Management)'s portfolio) and George Soros (0.2% of Soros Fund Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 164 | $2.7B |
| Exits | 96 | $414.2M |
All 13F filers, Q3 2024 → Q4 2024: 42,441,147 shares bought and 9,787,446 shares sold, net +32,653,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,915 holders
| Morgan Stanley | 0.35% | Add +5.8% | 28,781,298 | $5.0B |
| Northwestern Mutual Wealth Management Co. | 3.42% | Add +3.6% | 23,157,086 | $4.1B |
| Bank of America Corp. | 0.35% | Add +13.1% | 21,650,863 | $3.8B |
| Invesco Ltd. | 0.32% | Add +30.6% | 9,993,434 | $1.8B |
| Texas Permanent School Fund Corp. | 83.91% | Add +318.5% | 8,162,449 | $1.4B |
| Goldman Sachs Group Inc. | 0.24% | Reduce -6.7% | 7,266,859 | $1.3B |
| Wells Fargo & Company | 0.28% | Add +0.6% | 6,570,717 | $1.2B |
| UBS Group AG | 0.26% | Add +4.7% | 6,566,502 | $1.2B |
| Truist Financial Corp. | 1.26% | Reduce -11.9% | 4,566,845 | $800.2M |
| LPL Financial LLC | 0.31% | Add +6.7% | 4,366,543 | $765.1M |
| Temasek Holdings (Private) Ltd | 2.86% | New | 4,113,052 | $720.7M |
| JPMorgan Chase & Co. | 0.06% | Reduce -2.7% | 3,987,898 | $698.8M |
| Keybank National Association | 2.65% | Add +2.5% | 3,936,591 | $689.8M |
| Raymond James Financial Inc. | 0.25% | — | 3,822,113 | $669.7M |
| Cresset Asset Management, LLC | 3.15% | Add +4.4% | 3,729,867 | $653.6M |
| Ameriprise Financial Inc. | 0.17% | Add +4.0% | 3,658,898 | $642.7M |
| Caisse de depot et placement du Quebec | 1.29% | New | 3,543,200 | $620.9M |
| Royal Bank of Canada | 0.11% | Add +9.3% | 2,837,291 | $497.2M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -3.9% | 2,404,396 | $421.3M |
| Employees Retirement System of Texas | 3.61% | No change | 2,056,072 | $360.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.68% | Reduce -26.2% | 1,800,000 | $315.4M |
| Citigroup Inc. | 0.30% | Reduce -15.4% | 1,761,128 | $308.6M |
| Bank of New York Mellon Corp | 0.05% | Add +0.5% | 1,560,883 | $273.5M |
| Cercano Management LLC | 6.55% | Reduce -7.4% | 1,466,904 | $257.0M |
| HighTower Advisors, LLC | 0.34% | Add +7.8% | 1,428,038 | $250.2M |
| Bracebridge Capital, LLC | 25.11% | New | 1,426,700 | $250.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.51% | Add +312.2% | 1,384,889 | $242.7M |
| Junto Capital Management LP | 4.81% | New | 1,376,923 | $241.3M |
| LBMC Investment Advisors, LLC | 18.54% | Add +0.3% | 1,342,693 | $235.3M |
| Commonwealth Equity Services, LLC | 0.33% | Add +3.3% | 1,276,437 | $223.7M |
| BNP Paribas Financial Markets | 0.17% | Reduce -24.1% | 1,219,362 | $213.7M |
| Focus Partners Wealth | 0.55% | Add +68.0% | 1,210,979 | $212.2M |
| Cerity Partners LLC | 0.46% | Add +34.8% | 1,201,016 | $210.5M |
| TD Asset Management Inc | 0.18% | Add +48.2% | 1,151,369 | $201.8M |
| Rockefeller Capital Management L.P. | 0.52% | Add +27.0% | 1,137,106 | $199.3M |
| Osaic Holdings, Inc. | 0.40% | Reduce -9.5% | 1,012,375 | $177.4M |
| Stifel Financial Corp. | 0.18% | Add +2.6% | 984,593 | $172.5M |
| Citadel Advisors | 0.16% | Add +943.2% | 980,429 | $171.8M |
| Ally Financial Inc. | 20.73% | Add +72.0% | 970,000 | $170.0M |
| Horizon Investments, LLC | 4.82% | Add +8.6% | 959,525 | $168.1M |
| Sei Investments Co. | 0.21% | Reduce -2.3% | 943,910 | $165.4M |
| Kestra Advisory Services, LLC | 0.80% | Add +1.9% | 826,909 | $144.9M |
| Summit Trail Advisors, LLC | 5.30% | Add +11.2% | 819,821 | $143.7M |
| Gemsstock Ltd. | 27.61% | New | 761,300 | $133.4M |
| Brown Advisory Inc. | 0.16% | Add +24.2% | 740,616 | $129.8M |
| Cetera Investment Advisers | 0.26% | Add +32.2% | 707,158 | $123.9M |
| US Bancorp \de | 0.16% | Reduce -9.4% | 697,937 | $122.3M |
| Rock Creek Group LLC | 12.84% | Add +114.2% | 675,041 | $122.0M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +2.9% | 676,391 | $118.5M |
| CW Advisors, LLC | 1.62% | Add +0.8% | 673,041 | $117.9M |
| Meitav Investment House Ltd. | 1.98% | Add +23.5% | 669,789 | $117.3M |
| Valeo Financial Advisors, LLC | 3.21% | Reduce -5.1% | 655,500 | $114.9M |
| Janney Montgomery Scott LLC | 0.30% | Reduce -3.6% | 625,308 | $109.6M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +17.9% | 612,351 | $107.3M |
| Fiduciary Trust Co | 1.38% | Reduce -12.8% | 596,233 | $104.5M |
| Members Trust Co | 3.60% | Add +1.0% | 595,830 | $104.4M |
| Barclays PLC | 0.05% | Reduce -10.3% | 582,601 | $102.1M |
| Private Advisor Group, LLC | 0.57% | Add +2.3% | 579,484 | $101.5M |
| Csenge Advisory Group | 5.48% | Add +1.3% | 575,881 | $100.9M |
| Waverly Advisors, LLC | 1.54% | Add +7.7% | 569,742 | $99.8M |
| Moment Partners, LLC | 17.77% | — | 532,329 | $93.3M |
| Banco Santander, S.A. | 1.12% | Add +13.7% | 531,428 | $93.1M |
| Glenmede Trust Co. NA | 0.47% | Reduce -5.8% | 528,667 | $92.6M |
| MAI Capital Management | 0.67% | Add +15.2% | 510,602 | $89.5M |
| Endurance Services Ltd | 14.90% | No change | 507,500 | $88.9M |
| Synovus Financial Corp. | 1.12% | Add +0.9% | 503,258 | $88.2M |
| Bank of Nova Scotia | 0.15% | New | 500,000 | $87.6M |
| Jane Street Group, LLC | 0.14% | Add +69.6% | 499,181 | $87.5M |
| First Manhattan Co. Llc. | 0.25% | Add +2.7% | 489,234 | $85.7M |
| Vanderbilt University | 15.77% | Add +0.3% | 459,139 | $80.5M |
| Aptus Capital Advisors, LLC | 0.95% | Add +24.0% | 455,912 | $79.9M |
| NorthCoast Asset Management LLC | 0.39% | Add +17.5% | 454,268 | $79.6M |
| CENTRAL TRUST Co | 1.85% | Reduce -1.9% | 431,966 | $75.7M |
| SPC Financial, Inc. | 6.52% | Add +1.8% | 426,546 | $74.7M |
| Sand Hill Global Advisors, LLC | 3.07% | New | 414,311 | $72.6M |
| MML Investors Services, LLC | 0.25% | Add +21.1% | 407,747 | $71.4M |
| Stratos Wealth Partners, LTD. | 1.01% | Add +0.9% | 401,975 | $70.4M |
| Dakota Wealth Management | 1.62% | Add +12.0% | 400,794 | $70.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.22% | Add +32458.1% | 362,372 | $70.1M |
| Chai Trust Co. LLC | 3.62% | Add +0.6% | 1,865,494 | $69.8M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -12.2% | 397,203 | $69.6M |
| First Interstate Bank | 4.17% | Add +3.5% | 392,824 | $68.8M |
| Penserra Capital Management LLC | 1.21% | Reduce -22.3% | 377,709 | $66.2M |
| Permanens Capital L.P. | 12.57% | Add +52.6% | 375,655 | $65.8M |
| Consolidated Investment Group LLC | 9.06% | Add +11.2% | 368,800 | $64.6M |
| Blair William & Co. | 0.19% | Add +35.6% | 367,092 | $64.3M |
| Venture Visionary Partners LLC | 2.72% | Add +2.4% | 366,229 | $64.2M |
| Mariner, LLC | 0.11% | Add +7.8% | 362,519 | $63.5M |
| Clearstead Advisors, LLC | 0.96% | Add +213.2% | 359,205 | $62.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9.49% | Reduce -0.4% | 358,259 | $62.8M |
| Berkshire Money Management, Inc. | 6.76% | Add +2.6% | 354,986 | $62.2M |
| Choreo, LLC | 0.89% | Reduce -0.5% | 354,649 | $62.1M |
| Turim 21 Investimentos Ltda. | 15.72% | Reduce -8.6% | 332,955 | $60.3M |
| Spider Management Company, LLC | 24.92% | No change | 343,186 | $60.1M |
| Total Investment Management Inc. | 8.41% | Reduce -15.9% | 342,125 | $60.0M |
| Mercer Global Advisors Inc. | 0.14% | Add +55.7% | 337,991 | $59.2M |
| Baltimore-Washington Financial Advisors, Inc. | 3.08% | Reduce -0.8% | 337,510 | $59.1M |
| Manchester Financial Inc. | 12.75% | Reduce -3.5% | 332,526 | $58.3M |
| Exencial Wealth Advisors, LLC | 2.12% | Add +61.8% | 328,519 | $57.6M |
| Southern Farm Bureau Life Insurance | 8.17% | No change | 328,428 | $57.5M |
"% 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.