Invesco S&P 500 Equal WeightRSPDETF
13F holders, Q4 2024 (December 31)96holders +18
20new positions
6sold out
1famous investor
$53.50avg. 13F price*
At the end of Q4 2024, 96 institutions reported holding Invesco S&P 500 Equal Weight (RSPD) in their 13F filings, up 18 from Q3 2024. 20 opened new positions and 6 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($106.8M), Adams Wealth Management ($16.1M) and CacheTech Inc. ($16.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $19.1M |
| Exits | 6 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 871,309 shares bought and 206,741 shares sold, net +664,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Harel Insurance Investments & Financial Services Ltd. | 1.75% | Add +6.4% | 1,999,771 | $106.8M |
| Adams Wealth Management | 3.07% | Add +6.1% | 300,698 | $16.1M |
| CacheTech Inc. | 3.01% | Add +6.1% | 300,698 | $16.1M |
| Raymond James Financial Inc. | 0.01% | — | 259,386 | $13.9M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 159,007 | $8.5M |
| Legend Financial Advisors, Inc. | 5.16% | Reduce -3.1% | 136,817 | $7.3M |
| Strategic Wealth Partners, Ltd. | 0.59% | New | 128,638 | $7.1M |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 118,984 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +386.7% | 105,294 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 100,082 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +111.5% | 90,606 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | No change | 89,762 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +1007.2% | 83,286 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +201.3% | 70,348 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 66,667 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.5% | 61,127 | $3.4M |
| SignalPoint Asset Management, LLC | 0.75% | Reduce -7.7% | 57,727 | $3.1M |
| Winthrop Capital Management, LLC | 0.80% | New | 55,963 | $3.0M |
| Morgan Stanley | 0.00% | Add +37.7% | 55,811 | $3.0M |
| Joseph Group Capital Management | 1.16% | Add +11.8% | 55,270 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1611.0% | 52,409 | $2.8M |
| Blue Chip Partners, LLC | 0.21% | New | 46,610 | $2.5M |
| Scotia Capital Inc. | 0.01% | Reduce -0.4% | 38,518 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.8% | 35,498 | $1.9M |
| UBS Group AG | 0.00% | Reduce -3.0% | 33,719 | $1.8M |
| Treynor Bancshares, Inc. | 1.80% | Reduce -37.0% | 31,911 | $1.7M |
| Carnegie Investment Counsel | 0.05% | Reduce -0.9% | 31,903 | $1.7M |
| Vista Investment Management | 0.64% | Add +0.7% | 31,507 | $1.7M |
| Yoder Wealth Management, Inc. | 0.92% | Add +4.4% | 31,330 | $1.7M |
| Davis Investment Partners, LLC | 0.61% | Add +1.7% | 27,831 | $1.5M |
| Legacy Private Trust Co. | 0.09% | Reduce -10.1% | 26,584 | $1.4M |
| Friedenthal Financial | 0.82% | Reduce -0.1% | 26,235 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +561.7% | 25,601 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.58% | Add +0.0% | 24,363 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +1.6% | 24,015 | $1.3M |
| Independent Advisor Alliance | 0.02% | New | 23,162 | $1.2M |
| Strategy Asset Managers LLC | 0.23% | Add +6.0% | 22,063 | $1.2M |
| Walker Asset Management, LLC | 0.70% | Reduce -4.0% | 21,158 | $1.1M |
| Connable Office Inc. | 0.11% | New | 19,954 | $1.1M |
| Madison Park Capital Advisors, LLC | 0.83% | Reduce -75.5% | 19,517 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 17,190 | $918K |
| PGIM Custom Harvest LLC | 0.02% | No change | 16,386 | $876K |
| Lido Advisors, LLC | 0.00% | Add +20.4% | 14,615 | $781K |
| Susquehanna International Group, LLP | 0.00% | New | 13,839 | $739K |
| Advisory Services Network, LLC | 0.01% | Reduce -24.0% | 11,378 | $608K |
| CoreCap Advisors, LLC | 0.02% | New | 10,057 | $537K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -9.9% | 9,973 | $533K |
| Flow Traders U.S. LLC | 0.02% | Add +75.5% | 8,298 | $443K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +33.5% | 8,070 | $431K |
| Hilltop Holdings Inc. | 0.03% | New | 7,868 | $420K |
| Private Trust Co. NA | 0.04% | No change | 7,698 | $411K |
| Worth Asset Management, LLC | 0.17% | New | 5,844 | $312K |
| Citadel Advisors | 0.00% | New | 5,643 | $302K |
| Empirical Asset Management, LLC | 0.10% | No change | 5,376 | $287K |
| Verity Asset Management, Inc. | 0.16% | New | 5,311 | $284K |
| Corient Private Wealth LP | 0.00% | Reduce -8.2% | 5,197 | $278K |
| Waterloo Capital, L.P. | 0.03% | New | 5,054 | $270K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 5,041 | $269K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +0.5% | 4,987 | $266K |
| Stifel Financial Corp. | 0.00% | New | 4,736 | $253K |
| James Investment Research, Inc. | 0.03% | No change | 4,685 | $250K |
| Quantinno Capital Management LP | 0.00% | New | 4,539 | $243K |
| ABLE Financial Group, LLC | 0.07% | New | 4,451 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,962 | $212K |
| Smartleaf Asset Management LLC | 0.02% | New | 3,738 | $200K |
| Tradewinds Capital Management, LLC | 0.05% | Add +0.2% | 3,281 | $175K |
| Bank of Montreal | 0.00% | Reduce -23.6% | 3,122 | $167K |
| Collier Financial | 0.13% | — | 2,737 | $146K |
| Global Retirement Partners, LLC | 0.00% | New | 2,672 | $143K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -0.6% | 2,535 | $135K |
| Jones Financial Companies LLLP | 0.00% | Add +248.4% | 1,676 | $90K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,350 | $72K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,200 | $64K |
| Comerica Bank | 0.00% | No change | 1,030 | $55K |
| US Bancorp \de | 0.00% | Add +554.4% | 903 | $48K |
| National Bank of Canada | 0.00% | Reduce -9.4% | 829 | $44K |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.2% | 540 | $29K |
| Valley National Advisers Inc. | 0.00% | Reduce -9.8% | 275 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 370 | $20K |
| 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 |
| FMR LLC | 0.00% | Reduce -30.9% | 208 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 207 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | New | 172 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.2% | 165 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.6% | 163 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 148 | $8K |
| MCF Advisors LLC | 0.00% | No change | 141 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | Add +30.8% | 140 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 111 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -42.1% | 92 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 72 | $4K |
| Kiker Wealth Management, LLC | 0.00% | — | 7 | $374 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $128 |
| Simplex Trading, LLC | 0.00% | No change | 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.