Invesco S&P 500 Equal Weig CRSPCETF

13F holders, Q3 2024 (September 30)
35holders +1
4new positions
3sold out
1famous investor
$32.76avg. 13F price*

At the end of Q3 2024, 35 institutions reported holding Invesco S&P 500 Equal Weig C (RSPC) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($7.2M), RFG Advisory, LLC ($5.6M) and Raymond James Financial Services Advisors, Inc. ($4.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco S&P 500 Equal Weig C
CUSIP
46137Y609
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 31Q1 2024Q2 2024: 34Q2 2024Q3 2024: 35Q3 2024Q4 2024: 38Q4 2024Q1 2025: 31Q1 2025Q2 2025: 33Q2 2025Q3 2025: 35Q3 2025Q4 2025: 38Q4 2025Q1 2026: 42Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$2.1M
Exits3$14.4M

All 13F filers, Q2 2024 → Q3 2024: 71,884 shares bought and 718,466 shares sold, net −646,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

HighTower Advisors, LLC 0.01% Reduce -1.6% 218,693 $7.2M
RFG Advisory, LLC 0.17% Add +2.1% 172,463 $5.6M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -2.0% 131,639 $4.3M
PGIM Custom Harvest LLC 0.05% Reduce -6.8% 80,945 $2.6M
SignalPoint Asset Management, LLC 0.58% Add +0.7% 76,034 $2.5M
Bank of America Corp. 0.00% Reduce -0.4% 48,335 $1.6M
Raymond James & Associates 0.00% Reduce -9.7% 43,964 $1.4M
LVZ, Inc. 0.18% New 42,721 $1.4M
Legacy Private Trust Co. 0.08% Add +3.9% 34,314 $1.1M
Yoder Wealth Management, Inc. 0.60% Add +2.6% 30,491 $997K
LPL Financial LLC 0.00% Reduce -88.3% 27,035 $884K
Walker Asset Management, LLC 0.48% Reduce -2.7% 23,877 $781K
UBS Group AG 0.00% Reduce -1.3% 23,682 $775K
Atria Wealth Solutions, Inc. 0.01% Add +12.0% 16,591 $543K
Sanctuary Advisors, LLC 0.00% Reduce -2.5% 13,550 $480K
Jane Street Group, LLC 0.00% New 11,948 $391K
Freedom Investment Management, Inc. 0.03% Reduce -6.2% 11,941 $391K
Commonwealth Equity Services, LLC 0.00% Reduce -1.7% 11,288 $369K
Worth Asset Management, LLC 0.18% Reduce -20.9% 9,943 $325K
Citadel Advisors 0.00% New 9,027 $295K
Great Valley Advisor Group, Inc. 0.01% Reduce -15.4% 8,302 $272K
Laidlaw Wealth Management LLC 0.13% No change 7,742 $253K
Lido Advisors, LLC 0.00% Reduce -7.1% 7,010 $229K
Laurel Wealth Advisors LLC 0.00% No change 925 $30K
Royal Bank of Canada 0.00% Reduce -26.7% 891 $29K
Rothschild Investment LLC 0.00% No change 785 $26K
Principal Securities, Inc. 0.00% Reduce -92.7% 488 $16K
Osaic Holdings, Inc. 0.00% Add +47.9% 176 $6K
Morgan Stanley 0.00% Add +12700.0% 128 $4K
MCF Advisors LLC 0.00% No change 111 $4K
Financial Gravity Companies, Inc. 0.00% — 81 $3K
JPMorgan Chase & Co. 0.00% New 40 $1K
Assetmark, Inc. 0.00% No change 22 $720
Wells Fargo & Company 0.00% Reduce -50.0% 1 $37
Farther Finance Advisors, LLC 0.00% No change 1 $31

"% of holder's portfolio" is RSPC's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weig C the manager owns.