Invesco S&P 500 Equal WeightRSPFETF
13F holders, Q3 2024 (September 30)94holders −4
4new positions
8sold out
1famous investor
$68.98avg. 13F price*
At the end of Q3 2024, 94 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, down 4 from Q2 2024. 4 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($16.7M), NewEdge Advisors, LLC ($8.0M) and LPL Financial LLC ($7.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $717K |
| Exits | 8 | $4.9M |
All 13F filers, Q2 2024 → Q3 2024: 45,764 shares bought and 265,337 shares sold, net −219,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Bank of America Corp. | 0.00% | Reduce -1.3% | 241,654 | $16.7M |
| NewEdge Advisors, LLC | 0.05% | Add +4.7% | 116,425 | $8.0M |
| LPL Financial LLC | 0.00% | Reduce -17.1% | 113,656 | $7.8M |
| Joseph Group Capital Management | 2.80% | Add +3.4% | 106,087 | $7.3M |
| Joseph P. Lucia & Associates, LLC | 2.61% | Add +1.1% | 82,143 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -14.3% | 75,670 | $5.2M |
| Davis Investment Partners, LLC | 2.15% | Reduce -2.0% | 74,853 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 64,854 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 64,637 | $4.5M |
| SignalPoint Asset Management, LLC | 0.92% | Reduce -3.8% | 57,205 | $3.9M |
| Allen Capital Group, LLC | 0.49% | Reduce -1.4% | 56,080 | $3.9M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -11.9% | 55,377 | $3.8M |
| UBS Group AG | 0.00% | Reduce -7.4% | 43,988 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +2.9% | 40,153 | $2.8M |
| Yoder Wealth Management, Inc. | 1.64% | Add +2.1% | 39,519 | $2.7M |
| Arkansas Financial Group, Inc. | 0.44% | Add +3.8% | 38,934 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -27.1% | 36,468 | $2.5M |
| ForthRight Wealth Management, LLC | 0.83% | Reduce -5.3% | 36,167 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -14.5% | 35,682 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +61.5% | 29,460 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Reduce -15.6% | 27,133 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.0% | 23,442 | $1.6M |
| Walker Asset Management, LLC | 0.83% | Reduce -7.9% | 19,392 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.24% | No change | 19,365 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 19,371 | $1.3M |
| Sandbox Financial Partners, LLC | 0.46% | Add +6.0% | 18,787 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 17,354 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Add +2.5% | 17,271 | $1.2M |
| Sunbelt Securities, Inc. | 0.10% | Add +0.0% | 14,037 | $968K |
| Lido Advisors, LLC | 0.01% | Reduce -6.0% | 13,032 | $899K |
| Dumont & Blake Investment Advisors LLC | 0.24% | Reduce -50.0% | 12,949 | $893K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -82.4% | 12,829 | $885K |
| Pacific Sun Financial Corp | 0.47% | Reduce -0.2% | 12,345 | $852K |
| Cascade Wealth Advisors, Inc | 0.61% | No change | 12,300 | $849K |
| Susquehanna International Group, LLP | 0.00% | Add +45.7% | 12,199 | $842K |
| Strategic Blueprint, LLC | 0.05% | No change | 10,750 | $742K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 10,276 | $709K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -6.8% | 10,138 | $699K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -16.3% | 9,898 | $683K |
| Friedenthal Financial | 0.40% | Reduce -0.7% | 9,800 | $676K |
| Creative Planning | 0.00% | Add +0.0% | 9,584 | $661K |
| Corient Private Wealth LP | 0.00% | Add +25.6% | 8,128 | $561K |
| Empirical Asset Management, LLC | 0.20% | Reduce -8.5% | 7,975 | $550K |
| Carmichael Hill & Associates, Inc. | 0.20% | Reduce -5.0% | 7,873 | $543K |
| Berger Financial Group, Inc | 0.04% | Add +0.1% | 7,670 | $529K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -0.8% | 7,223 | $498K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.1% | 7,062 | $487K |
| Private Trust Co. NA | 0.05% | No change | 6,847 | $472K |
| Raymond James & Associates | 0.00% | Add +2.5% | 6,826 | $471K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 6,797 | $469K |
| Mgo One Seven LLC | 0.02% | Reduce -1.6% | 6,209 | $428K |
| Sebold Capital Management, Inc. | 0.28% | Add +0.1% | 6,098 | $421K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.6% | 5,494 | $379K |
| PFG Investments, LLC | 0.02% | No change | 5,093 | $351K |
| Regal Investment Advisors LLC | 0.02% | No change | 5,025 | $347K |
| MML Investors Services, LLC | 0.00% | Reduce -4.3% | 5,001 | $345K |
| National Bank of Canada | 0.00% | Add +0.4% | 4,754 | $328K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 4,347 | $300K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -48.6% | 4,149 | $286K |
| IMA Advisory Services, Inc. | 0.06% | No change | 3,985 | $275K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 3,947 | $272K |
| McDonald Partners LLC | 0.07% | Reduce -5.6% | 3,775 | $260K |
| Rovin Capital /Ut/ | 0.10% | Reduce -1.6% | 3,758 | $257K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,306 | $254K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 3,602 | $248K |
| Citadel Advisors | 0.00% | New | 3,540 | $244K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,166 | $218K |
| Principal Securities, Inc. | 0.00% | Reduce -1.7% | 2,409 | $166K |
| Blair William & Co. | 0.00% | Reduce -14.6% | 2,350 | $162K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,145 | $148K |
| Jones Financial Companies LLLP | 0.00% | Add +189.9% | 2,128 | $147K |
| Wintrust Investments LLC | 0.09% | Reduce -90.2% | 1,843 | $127K |
| FMR LLC | 0.00% | Reduce -9.9% | 1,432 | $99K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,200 | $83K |
| Allworth Financial LP | 0.00% | No change | 1,180 | $81K |
| Clearstead Advisors, LLC | 0.00% | Add +0.4% | 919 | $63K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 555 | $38K |
| Bank of Montreal | 0.00% | No change | 555 | $38K |
| Spire Wealth Management | 0.00% | No change | 450 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 407 | $28K |
| Glenmede Trust Co. NA | 0.00% | No change | 368 | $25K |
| Tidemark, LLC | 0.01% | Add +0.3% | 361 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -74.1% | 296 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 270 | $19K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 200 | $14K |
| NFSG Corp | 0.00% | No change | 196 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $10K |
| Guardian Wealth Management, Inc. | 0.01% | Add +0.9% | 108 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 82 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 70 | $5K |
| Qube Research & Technologies Ltd | 0.00% | No change | 45 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 20 | $1K |
| NorthRock Partners, LLC | 0.00% | No change | 20 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $69 |
"% of holder's portfolio" is RSPF's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.