Invesco S&P 500 Equal WeightRSPFETF
13F holders, Q4 2024 (December 31)100holders +6
9new positions
4sold out
1famous investor
$72.31avg. 13F price*
At the end of Q4 2024, 100 institutions reported holding Invesco S&P 500 Equal Weight (RSPF) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($18.6M), LPL Financial LLC ($9.3M) and NewEdge Advisors, LLC ($8.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.1M |
| Exits | 4 | $557K |
All 13F filers, Q3 2024 → Q4 2024: 195,898 shares bought and 72,174 shares sold, net +123,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Bank of America Corp. | 0.00% | Add +6.5% | 257,298 | $18.6M |
| LPL Financial LLC | 0.00% | Add +12.8% | 128,258 | $9.3M |
| NewEdge Advisors, LLC | 0.05% | Add +2.5% | 119,353 | $8.6M |
| Joseph Group Capital Management | 2.93% | Reduce -3.1% | 102,788 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +126.5% | 82,601 | $6.0M |
| Joseph P. Lucia & Associates, LLC | 2.62% | Reduce -0.9% | 81,395 | $5.9M |
| Davis Investment Partners, LLC | 2.24% | Add +0.7% | 75,381 | $5.3M |
| Cetera Investment Advisers | 0.01% | Reduce -5.7% | 71,325 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 64,670 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 64,350 | $4.7M |
| Allen Capital Group, LLC | 0.48% | Reduce -2.5% | 54,658 | $4.0M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -1.9% | 54,344 | $3.9M |
| SignalPoint Asset Management, LLC | 0.93% | Reduce -7.6% | 52,846 | $3.8M |
| UBS Group AG | 0.00% | Reduce -2.5% | 42,892 | $3.1M |
| Baker Avenue Asset Management, LP | 0.09% | New | 40,807 | $3.0M |
| Yoder Wealth Management, Inc. | 1.61% | Add +1.8% | 40,243 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.9% | 38,182 | $2.8M |
| Arkansas Financial Group, Inc. | 0.44% | Reduce -3.7% | 37,501 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 36,375 | $2.6M |
| ForthRight Wealth Management, LLC | 0.78% | Reduce -10.7% | 32,314 | $2.3M |
| Focus Financial Network, Inc. | 0.07% | Reduce -15.1% | 23,033 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.9% | 22,301 | $1.6M |
| Sandbox Financial Partners, LLC | 0.50% | Add +10.8% | 20,818 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 19,388 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +9.5% | 19,007 | $1.4M |
| FRG Family Wealth Advisors LLC | 0.25% | Reduce -1.9% | 19,005 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 18,824 | $1.4M |
| Walker Asset Management, LLC | 0.83% | Reduce -4.0% | 18,607 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Add +23.4% | 17,324 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.9% | 16,949 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -45.0% | 16,200 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.10% | New | 15,822 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +20.0% | 15,644 | $1.1M |
| Dumont & Blake Investment Advisors LLC | 0.25% | Reduce -1.4% | 12,762 | $924K |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.6% | 12,392 | $897K |
| Cascade Wealth Advisors, Inc | 0.60% | No change | 12,300 | $890K |
| Pacific Sun Financial Corp | 0.48% | Reduce -0.4% | 12,295 | $890K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.7% | 10,672 | $772K |
| MAI Capital Management | 0.01% | New | 10,516 | $761K |
| Friedenthal Financial | 0.41% | Reduce -0.8% | 9,726 | $704K |
| Creative Planning | 0.00% | Reduce -5.7% | 9,035 | $654K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.4% | 8,936 | $647K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -15.1% | 8,612 | $623K |
| Clearstead Advisors, LLC | 0.01% | Add +823.7% | 8,489 | $614K |
| Truist Financial Corp. | 0.00% | New | 8,163 | $591K |
| National Bank of Canada | 0.00% | Add +70.3% | 8,098 | $586K |
| Empirical Asset Management, LLC | 0.18% | Reduce -3.4% | 7,704 | $558K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +2.1% | 7,374 | $534K |
| Berger Financial Group, Inc | 0.04% | Reduce -7.3% | 7,106 | $514K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.1% | 7,070 | $512K |
| Jones Financial Companies LLLP | 0.00% | Add +221.8% | 6,849 | $496K |
| Private Trust Co. NA | 0.05% | No change | 6,847 | $496K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 6,817 | $493K |
| Corient Private Wealth LP | 0.00% | Reduce -17.4% | 6,716 | $486K |
| Mgo One Seven LLC | 0.02% | Reduce -5.1% | 5,890 | $426K |
| Sebold Capital Management, Inc. | 0.28% | Reduce -3.8% | 5,865 | $424K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 5,473 | $396K |
| PFG Investments, LLC | 0.02% | No change | 5,093 | $369K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,090 | $368K |
| Regal Investment Advisors LLC | 0.03% | No change | 5,025 | $364K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 5,008 | $362K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +20.3% | 4,749 | $344K |
| Citadel Advisors | 0.00% | Add +25.1% | 4,427 | $320K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 4,347 | $315K |
| IMA Advisory Services, Inc. | 0.03% | No change | 3,985 | $288K |
| McDonald Partners LLC | 0.07% | No change | 3,775 | $273K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.1% | 3,203 | $249K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 3,414 | $247K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.7% | 3,206 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.4% | 3,180 | $230K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,789 | $202K |
| Blair William & Co. | 0.00% | No change | 2,350 | $170K |
| Principal Securities, Inc. | 0.00% | Reduce -2.8% | 2,341 | $169K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,145 | $155K |
| Promus Capital, LLC | 0.11% | — | 2,028 | $147K |
| FMR LLC | 0.00% | Add +0.8% | 1,443 | $104K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,181 | $88K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,200 | $87K |
| Bank of Montreal | 0.00% | Add +89.2% | 1,050 | $76K |
| ORG Partners LLC | 0.01% | New | 648 | $47K |
| AE Wealth Management LLC | 0.00% | New | 640 | $46K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 557 | $40K |
| Spire Wealth Management | 0.00% | No change | 450 | $33K |
| Wintrust Investments LLC | 0.03% | Reduce -77.9% | 408 | $29K |
| Glenmede Trust Co. NA | 0.00% | No change | 368 | $27K |
| Tidemark, LLC | 0.01% | Add +0.6% | 363 | $26K |
| CoreCap Advisors, LLC | 0.00% | New | 357 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -18.4% | 332 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 296 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 270 | $20K |
| Midwest Capital Advisors, LLC | 0.01% | — | 200 | $14K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 200 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 150 | $11K |
| Stonebridge Financial Group, LLC | 0.00% | — | 148 | $11K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 108 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 108 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | Add +42.9% | 100 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 82 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 45 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 20 | $1K |
"% 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.