Invesco S&P 500 Equal WeightRSPDETF
13F holders, Q3 2024 (September 30)78holders −20
5new positions
23sold out
1famous investor
$52.11avg. 13F price*
At the end of Q3 2024, 78 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings, down 20 from Q2 2024. 5 opened new positions and 23 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($97.9M), Adams Wealth Management ($14.8M) and CacheTech Inc. ($14.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.2M |
| Exits | 23 | $18.2M |
All 13F filers, Q2 2024 → Q3 2024: 494,500 shares bought and 2,581,890 shares sold, net −2,087,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.69% | Add +17.4% | 1,878,902 | $97.9M |
| Adams Wealth Management | 3.17% | Add +8.5% | 283,290 | $14.8M |
| CacheTech Inc. | 3.17% | Add +8.5% | 283,290 | $14.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 157,921 | $8.2M |
| Legend Financial Advisors, Inc. | 5.08% | Add +1.1% | 141,153 | $7.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -45.1% | 130,026 | $6.8M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 121,737 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 98,572 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +2.3% | 89,762 | $4.7M |
| Madison Park Capital Advisors, LLC | 3.12% | New | 79,779 | $4.2M |
| Bank of America Corp. | 0.00% | Reduce -94.0% | 70,720 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -13.8% | 61,448 | $3.3M |
| SignalPoint Asset Management, LLC | 0.77% | Add +0.7% | 62,561 | $3.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -8.3% | 54,926 | $2.9M |
| Treynor Bancshares, Inc. | 2.70% | Reduce -12.6% | 50,637 | $2.6M |
| Joseph Group Capital Management | 0.99% | Add +19.0% | 49,440 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.1% | 42,829 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -6.1% | 40,538 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +16.4% | 38,687 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +1.7% | 36,895 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -46.1% | 35,002 | $1.8M |
| UBS Group AG | 0.00% | Add +11.2% | 34,755 | $1.8M |
| Carnegie Investment Counsel | 0.05% | Add +0.0% | 32,200 | $1.7M |
| Vista Investment Management | 0.61% | Reduce -0.5% | 31,277 | $1.6M |
| Yoder Wealth Management, Inc. | 0.94% | Add +3.6% | 30,010 | $1.6M |
| Legacy Private Trust Co. | 0.10% | Add +23.8% | 29,569 | $1.5M |
| Davis Investment Partners, LLC | 0.59% | Reduce -0.8% | 27,361 | $1.4M |
| Friedenthal Financial | 0.80% | Add +1.5% | 26,258 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.58% | Reduce -0.6% | 24,359 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -59.0% | 23,346 | $1.2M |
| Walker Asset Management, LLC | 0.71% | Reduce -1.8% | 22,041 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.1% | 21,636 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.0% | 23,640 | $1.1M |
| Strategy Asset Managers LLC | 0.21% | Add +274.6% | 20,804 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 18,443 | $961K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -28.1% | 16,386 | $854K |
| Perigon Wealth Management, LLC | 0.02% | New | 15,994 | $833K |
| D. E. Shaw & Co. | 0.00% | Add +134.2% | 14,555 | $758K |
| Advisory Services Network, LLC | 0.01% | No change | 14,970 | $719K |
| Lido Advisors, LLC | 0.00% | Add +1.8% | 12,135 | $632K |
| Clearstead Advisors, LLC | 0.01% | Add +85.5% | 11,176 | $582K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -6.1% | 11,071 | $577K |
| Private Trust Co. NA | 0.04% | No change | 7,698 | $401K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.8% | 7,522 | $392K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.3% | 6,044 | $315K |
| Corient Private Wealth LP | 0.00% | Reduce -52.1% | 5,662 | $295K |
| Empirical Asset Management, LLC | 0.10% | Reduce -8.2% | 5,376 | $280K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -2.0% | 4,960 | $258K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 4,947 | $258K |
| Flow Traders U.S. LLC | 0.01% | New | 4,727 | $246K |
| James Investment Research, Inc. | 0.03% | Reduce -57.5% | 4,685 | $244K |
| Bank of Montreal | 0.00% | Reduce -13.1% | 4,084 | $214K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -36.7% | 3,869 | $202K |
| Tradewinds Capital Management, LLC | 0.05% | Add +0.2% | 3,275 | $171K |
| JPMorgan Chase & Co. | 0.00% | Add +123.4% | 3,063 | $160K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -99.7% | 2,550 | $133K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,350 | $70K |
| Avior Wealth Management, LLC | 0.00% | Reduce -24.9% | 1,200 | $63K |
| Comerica Bank | 0.00% | Reduce -51.5% | 1,030 | $54K |
| National Bank of Canada | 0.00% | Reduce -28.5% | 915 | $48K |
| Blue Trust, Inc. | 0.00% | Add +134.3% | 689 | $33K |
| Valley National Advisers Inc. | 0.00% | No change | 305 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +39.4% | 481 | $25K |
| FMR LLC | 0.00% | Reduce -24.2% | 301 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 270 | $14K |
| TCTC Holdings, LLC | 0.00% | No change | 231 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 225 | $12K |
| Realta Investment Advisors | 0.00% | No change | 189 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -54.1% | 174 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.7% | 162 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +536.0% | 159 | $8K |
| MCF Advisors LLC | 0.00% | No change | 141 | $7K |
| US Bancorp \de | 0.00% | No change | 138 | $7K |
| Sunbelt Securities, Inc. | 0.00% | New | 111 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 107 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 72 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $365 |
| Simplex Trading, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is RSPD's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.