Invesco S&P 500 Equal Weig CRSPCETF

13F holders, Q4 2024 (December 31)
38holders +3
9new positions
5sold out
$34.22avg. 13F price*

At the end of Q4 2024, 38 institutions reported holding Invesco S&P 500 Equal Weig C (RSPC) in their 13F filings, up 3 from Q3 2024. 9 opened new positions and 5 sold out. The largest holders were HighTower Advisors, LLC ($7.4M), RFG Advisory, LLC ($6.0M) and Raymond James Financial Inc. ($6.0M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$3.0M
Exits5$2.1M

All 13F filers, Q3 2024 → Q4 2024: 99,191 shares bought and 138,821 shares sold, net −39,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

HighTower Advisors, LLC 0.01% Reduce -0.6% 217,423 $7.4M
RFG Advisory, LLC 0.17% Add +2.4% 176,608 $6.0M
Raymond James Financial Inc. 0.00% — 175,272 $6.0M
SignalPoint Asset Management, LLC 0.59% Reduce -7.5% 70,362 $2.4M
Bank of America Corp. 0.00% Reduce -1.4% 47,657 $1.6M
Legacy Private Trust Co. 0.07% Reduce -4.1% 32,915 $1.1M
Yoder Wealth Management, Inc. 0.60% Add +4.8% 31,939 $1.1M
PGIM Custom Harvest LLC 0.02% Reduce -62.7% 30,161 $1.0M
UBS Group AG 0.00% Add +1.1% 23,946 $819K
Walker Asset Management, LLC 0.48% Reduce -4.0% 22,917 $784K
Goldman Sachs Group Inc. 0.00% New 17,064 $584K
LPL Financial LLC 0.00% Reduce -38.4% 16,667 $570K
Atria Wealth Solutions, Inc. 0.01% Reduce -1.8% 16,288 $557K
Clearstead Advisors, LLC 0.01% New 14,613 $500K
NewEdge Advisors, LLC 0.00% New 13,030 $446K
Susquehanna International Group, LLP 0.00% New 12,930 $442K
Sanctuary Advisors, LLC 0.00% Reduce -9.4% 12,269 $434K
Old Mission Capital LLC 0.01% New 12,483 $427K
Worth Asset Management, LLC 0.20% Add +12.4% 11,180 $382K
Commonwealth Equity Services, LLC 0.00% Reduce -2.3% 11,031 $377K
Envestnet Portfolio Solutions, Inc. 0.00% New 10,840 $371K
Freedom Investment Management, Inc. 0.03% Reduce -9.5% 10,808 $370K
Lido Advisors, LLC 0.00% Add +21.5% 8,518 $291K
Great Valley Advisor Group, Inc. 0.01% Add +0.2% 8,318 $285K
Laidlaw Wealth Management LLC 0.12% No change 7,742 $265K
U.S. Capital Wealth Advisors, LLC 0.01% New 7,742 $265K
Osaic Holdings, Inc. 0.00% Add +837.5% 1,650 $57K
Laurel Wealth Advisors LLC 0.00% No change 925 $32K
Rothschild Investment LLC 0.00% No change 785 $27K
Principal Securities, Inc. 0.00% No change 488 $17K
US Bancorp \de 0.00% New 258 $9K
Financial Gravity Companies, Inc. 0.00% Add +40.7% 114 $4K
MCF Advisors LLC 0.00% No change 111 $4K
JPMorgan Chase & Co. 0.00% Add +87.5% 75 $3K
FMR LLC 0.00% New 71 $2K
Fourth Dimension Wealth, LLC 0.00% — 60 $2K
Assetmark, Inc. 0.00% No change 22 $753
Farther Finance Advisors, LLC 0.00% No change 1 $33

"% 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.