Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q3 2024 (September 30)131holders −5
16new positions
21sold out
1famous investor
$76.73avg. 13F price*
At the end of Q3 2024, 131 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, down 5 from Q2 2024. 16 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($45.3M), Flaharty Asset Management, LLC ($26.2M) and UBS Group AG ($23.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V365
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.9M |
| Exits | 21 | $11.2M |
All 13F filers, Q2 2024 → Q3 2024: 379,464 shares bought and 632,672 shares sold, net −253,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Bank of America Corp. | 0.00% | Add +49.1% | 590,472 | $45.3M |
| Flaharty Asset Management, LLC | 3.68% | Reduce -0.3% | 341,665 | $26.2M |
| UBS Group AG | 0.01% | Reduce -6.9% | 305,707 | $23.4M |
| Ameriprise Financial Inc. | 0.00% | Add +7.4% | 250,292 | $19.1M |
| Morgan Stanley | 0.00% | Reduce -7.9% | 184,270 | $14.1M |
| LPL Financial LLC | 0.00% | Reduce -27.9% | 142,796 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +134.6% | 136,882 | $10.5M |
| Wells Fargo & Company | 0.00% | Reduce -22.0% | 116,523 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.9% | 107,613 | $8.2M |
| Raub Brock Capital Management LP | 1.48% | Reduce -0.2% | 95,150 | $7.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -5.2% | 86,562 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.6% | 86,389 | $6.6M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.5% | 69,333 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -59.3% | 67,729 | $5.2M |
| Davis Investment Partners, LLC | 1.78% | Reduce -11.5% | 53,560 | $4.2M |
| Oarsman Capital, Inc. | 0.76% | Add +7.7% | 53,593 | $4.1M |
| Almanack Investment Partners, LLC. | 0.61% | Add +8.5% | 50,537 | $3.9M |
| Raymond James & Associates | 0.00% | Reduce -13.3% | 49,663 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 44,446 | $3.4M |
| FPC Investment Advisory, Inc. | 2.70% | Add +8.1% | 38,870 | $3.2M |
| Mason & Associates Inc | 0.72% | Reduce -60.3% | 37,906 | $2.9M |
| Fortis Advisors, LLC | 1.87% | Add +20.2% | 37,621 | $2.9M |
| CMC Financial Group | 4.00% | Reduce -11.3% | 35,537 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -17.6% | 34,594 | $2.7M |
| Beck Capital Management, LLC | 0.65% | Reduce -48.5% | 31,958 | $2.4M |
| Joseph P. Lucia & Associates, LLC | 1.03% | Add +0.6% | 29,069 | $2.2M |
| MBL Wealth, LLC | 0.19% | Add +4.3% | 22,765 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.0% | 21,874 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -12.7% | 21,835 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 21,572 | $1.7M |
| Evernest Financial Advisors, LLC | 0.44% | Reduce -6.9% | 21,216 | $1.6M |
| SignalPoint Asset Management, LLC | 0.38% | Add +0.5% | 21,151 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -31.9% | 20,690 | $1.6M |
| PGIM Custom Harvest LLC | 0.03% | Add +25.2% | 20,353 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -31.5% | 17,509 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.0% | 17,238 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +5.6% | 16,741 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.9% | 14,086 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.0% | 13,305 | $1.0M |
| Requisite Capital Management, LLC | 0.20% | Reduce -44.9% | 12,518 | $959K |
| &partners | 0.02% | Reduce -18.0% | 10,795 | $827K |
| BNP Paribas Financial Markets | 0.00% | New | 10,000 | $766K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.4% | 9,681 | $742K |
| Capital Wealth Alliance, LLC | 0.43% | Reduce -16.3% | 9,630 | $738K |
| Citadel Advisors | 0.00% | Reduce -25.7% | 9,011 | $691K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 9,009 | $690K |
| Truist Financial Corp. | 0.00% | Add +33.2% | 8,689 | $666K |
| Jane Street Group, LLC | 0.00% | New | 8,346 | $640K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.6% | 8,319 | $638K |
| Friedenthal Financial | 0.36% | Add +1.4% | 8,020 | $615K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -83.8% | 6,002 | $517K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.9% | 6,497 | $498K |
| Longview Financial Advisors, Inc. | 0.36% | Reduce -3.3% | 6,443 | $494K |
| Walker Asset Management, LLC | 0.30% | Reduce -2.3% | 6,373 | $488K |
| Flow Traders U.S. LLC | 0.02% | New | 6,330 | $485K |
| Somerset Trust Co | 0.17% | Reduce -0.2% | 6,051 | $464K |
| FMR LLC | 0.00% | Add +3.0% | 5,973 | $458K |
| Strategic Advisors LLC | 0.08% | Reduce -50.3% | 5,896 | $452K |
| Sfmg, LLC | 0.03% | No change | 5,481 | $420K |
| Vista Investment Management | 0.16% | Reduce -10.5% | 5,447 | $417K |
| Garrison Asset Management, LLC | 0.21% | Reduce -3.6% | 5,350 | $410K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 5,344 | $410K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.4% | 5,192 | $398K |
| Bank of Montreal | 0.00% | Reduce -4.0% | 4,687 | $357K |
| Synovus Financial Corp. | 0.00% | Add +17.9% | 4,564 | $350K |
| Nwam LLC | 0.02% | New | 4,397 | $337K |
| Financial Partners Group, Inc | 0.05% | Add +5.8% | 4,322 | $331K |
| Comerica Bank | 0.00% | Reduce -39.5% | 4,252 | $326K |
| ProVise Management Group, LLC | 0.03% | No change | 4,149 | $318K |
| Focus Partners Wealth | 0.00% | No change | 4,028 | $309K |
| Rothschild Investment LLC | 0.02% | No change | 3,968 | $304K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 3,800 | $290K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.7% | 3,746 | $287K |
| Tradition Wealth Management, LLC | 0.03% | Add +48.3% | 3,745 | $287K |
| Atria Investments, Inc | 0.00% | New | 3,604 | $276K |
| Worth Asset Management, LLC | 0.15% | No change | 3,554 | $272K |
| Jones Financial Companies LLLP | 0.00% | Add +33.3% | 3,570 | $272K |
| Essex Financial Services, Inc. | 0.02% | Add +0.9% | 3,389 | $267K |
| Stonebrook Private Inc. | 0.07% | New | 3,447 | $264K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,425 | $262K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -28.2% | 3,364 | $258K |
| Mariner, LLC | 0.00% | New | 3,344 | $256K |
| Blair William & Co. | 0.00% | Reduce -16.5% | 3,275 | $251K |
| Fermata Advisors, LLC | 0.05% | Add +0.5% | 3,213 | $246K |
| GTS Securities LLC | 0.00% | New | 3,138 | $240K |
| Denver Wealth Management, Inc. | 0.11% | Reduce -13.8% | 3,099 | $238K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -5.9% | 3,074 | $236K |
| Lido Advisors, LLC | 0.00% | Reduce -8.3% | 3,041 | $233K |
| Advisor OS, LLC | 0.02% | Add +9.5% | 2,937 | $225K |
| Astoria Portfolio Advisors LLC. | 0.07% | Reduce -2.6% | 2,684 | $219K |
| Summit Financial, LLC | 0.01% | Add +0.3% | 2,820 | $216K |
| Cibc World Market Inc. | 0.00% | No change | 2,770 | $212K |
| Blue Chip Partners, LLC | 0.02% | Reduce -31.7% | 2,678 | $205K |
| Private Trust Co. NA | 0.02% | No change | 2,380 | $182K |
| Northwest Financial Advisors | 0.14% | New | 2,347 | $180K |
| Activest Wealth Management | 0.05% | No change | 2,022 | $155K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -13.0% | 1,801 | $138K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,790 | $137K |
| Creative Financial Designs Inc. | 0.01% | Add +214.5% | 1,695 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.2% | 1,457 | $112K |
| Anchor Investment Management, LLC | 0.01% | New | 1,415 | $108K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -8.7% | 1,317 | $101K |
| Centaurus Financial, Inc. | 0.01% | Reduce -22.9% | 1,310 | $100K |
| Hilltop National Bank | 0.03% | Reduce -24.0% | 1,293 | $99K |
| Tompkins Financial Corp. | 0.01% | No change | 1,200 | $92K |
| Wintrust Investments LLC | 0.06% | Reduce -89.3% | 1,061 | $81K |
| Cwm, LLC | 0.00% | Reduce -4.5% | 1,057 | $81K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $77K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.7% | 864 | $66K |
| Franklin Resources Inc. | 0.00% | New | 625 | $51K |
| Howe & Rusling Inc. | 0.00% | New | 659 | $51K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 650 | $50K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.8% | 499 | $38K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 429 | $33K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 370 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 348 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 300 | $23K |
| Macroview Investment Management LLC | 0.02% | Add +0.4% | 252 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -44.4% | 250 | $19K |
| Ancora Advisors LLC | 0.00% | Add +5.5% | 248 | $19K |
| HighMark Wealth Management LLC | 0.01% | No change | 200 | $15K |
| Archer Investment Corp | 0.00% | No change | 180 | $14K |
| Allworth Financial LP | 0.00% | Add +29.1% | 111 | $9K |
| Principal Securities, Inc. | 0.00% | New | 86 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | New | 77 | $6K |
| Providence Capital Advisors, LLC | 0.00% | No change | 75 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 68 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 50 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 20 | $2K |
| National Bank of Canada | 0.00% | No change | 20 | $2K |
| TCTC Holdings, LLC | 0.00% | Reduce -99.5% | 4 | $307 |
"% of holder's portfolio" is RSPG's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.