Invesco S&P 500 Equal WeightRSPGETF
13F holders, Q4 2024 (December 31)135holders +4
14new positions
15sold out
1famous investor
$76.44avg. 13F price*
At the end of Q4 2024, 135 institutions reported holding Invesco S&P 500 Equal Weight (RSPG) in their 13F filings, up 4 from Q3 2024. 14 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($62.6M), Flaharty Asset Management, LLC ($25.6M) and UBS Group AG ($23.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $10.6M |
| Exits | 15 | $8.2M |
All 13F filers, Q3 2024 → Q4 2024: 446,762 shares bought and 381,327 shares sold, net +65,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Bank of America Corp. | 0.01% | Add +38.8% | 819,329 | $62.6M |
| Flaharty Asset Management, LLC | 3.73% | Reduce -2.0% | 334,947 | $25.6M |
| UBS Group AG | 0.01% | Add +1.3% | 309,598 | $23.6M |
| Matauro, LLC | 4.30% | — | 259,904 | $19.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 232,767 | $17.8M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 165,185 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.2% | 150,797 | $11.5M |
| Raymond James Financial Inc. | 0.00% | — | 131,995 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -10.5% | 127,782 | $9.8M |
| Wells Fargo & Company | 0.00% | Reduce -8.8% | 106,220 | $8.1M |
| Raub Brock Capital Management LP | 1.55% | Add +0.6% | 95,690 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 86,674 | $6.6M |
| Stonebridge Financial Group, LLC | 0.50% | — | 58,933 | $4.5M |
| Oarsman Capital, Inc. | 0.75% | Add +5.7% | 56,655 | $4.3M |
| Almanack Investment Partners, LLC. | 0.62% | Add +4.2% | 52,638 | $4.0M |
| Ethos Financial Group, LLC | 0.53% | New | 52,638 | $4.0M |
| Davis Investment Partners, LLC | 1.63% | Reduce -9.7% | 48,345 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -31.2% | 46,576 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 42,586 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 38,634 | $3.0M |
| Fortis Advisors, LLC | 1.91% | Add +1.3% | 38,107 | $2.9M |
| Mason & Associates Inc | 0.67% | Reduce -1.9% | 37,182 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 34,611 | $2.6M |
| Beck Capital Management, LLC | 0.63% | Reduce -2.1% | 31,273 | $2.4M |
| CMC Financial Group | 5.08% | Reduce -12.3% | 31,166 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -72.1% | 30,044 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +200.0% | 30,000 | $2.3M |
| Joseph P. Lucia & Associates, LLC | 0.98% | Reduce -0.8% | 28,837 | $2.2M |
| MBL Wealth, LLC | 0.17% | Reduce -4.2% | 21,817 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 21,089 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +1.0% | 20,891 | $1.6M |
| Evernest Financial Advisors, LLC | 0.40% | Reduce -3.9% | 20,400 | $1.6M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -0.8% | 20,199 | $1.5M |
| SignalPoint Asset Management, LLC | 0.37% | Reduce -6.0% | 19,881 | $1.5M |
| Citadel Advisors | 0.00% | Add +117.1% | 19,562 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.1% | 18,220 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -18.5% | 17,805 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.4% | 16,655 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.6% | 16,275 | $1.2M |
| Arkfeld Wealth Strategies, L.L.C. | 0.54% | New | 14,341 | $1.2M |
| Eq Wealth Advisors, LLC | 1.01% | — | 13,811 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 12,664 | $967K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.4% | 11,779 | $899K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +165.1% | 9,931 | $758K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.5% | 9,508 | $726K |
| &partners | 0.01% | Reduce -17.2% | 8,938 | $700K |
| Sanctuary Advisors, LLC | 0.00% | Add +39.6% | 8,381 | $680K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.5% | 8,529 | $651K |
| Friedenthal Financial | 0.36% | Reduce -0.8% | 7,960 | $608K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.6% | 7,879 | $602K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +100.0% | 7,600 | $580K |
| Requisite Capital Management, LLC | 0.12% | Reduce -40.9% | 7,403 | $565K |
| Rothschild Investment LLC | 0.03% | Add +73.1% | 6,868 | $524K |
| Longview Financial Advisors, Inc. | 0.41% | Add +4.8% | 6,754 | $516K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.2% | 6,512 | $497K |
| Capital Wealth Alliance, LLC | 0.28% | Reduce -32.4% | 6,508 | $497K |
| Walker Asset Management, LLC | 0.30% | Add +1.0% | 6,434 | $491K |
| Worth Asset Management, LLC | 0.26% | Add +77.9% | 6,322 | $483K |
| Somerset Trust Co | 0.17% | Reduce -0.2% | 6,041 | $461K |
| FMR LLC | 0.00% | Reduce -3.8% | 5,745 | $439K |
| Sfmg, LLC | 0.03% | No change | 5,481 | $419K |
| Vista Investment Management | 0.16% | Add +0.5% | 5,476 | $418K |
| MAI Capital Management | 0.00% | New | 5,250 | $401K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.0% | 4,985 | $381K |
| OneAscent Financial Services LLC | 0.03% | New | 4,937 | $377K |
| Atria Investments, Inc | 0.00% | Add +37.0% | 4,937 | $377K |
| Bank of Montreal | 0.00% | Reduce -1.2% | 4,632 | $354K |
| Sylvest Advisors, LLC | 0.22% | — | 4,605 | $352K |
| Truist Financial Corp. | 0.00% | Reduce -48.1% | 4,509 | $344K |
| Nwam LLC | 0.02% | Reduce -0.1% | 4,393 | $335K |
| Strategic Advisors LLC | 0.06% | Reduce -26.6% | 4,329 | $331K |
| Financial Partners Group, Inc | 0.05% | Reduce -1.6% | 4,255 | $325K |
| Comerica Bank | 0.00% | No change | 4,252 | $325K |
| Synovus Financial Corp. | 0.00% | Reduce -7.4% | 4,226 | $323K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,011 | $319K |
| SeaBridge Investment Advisors LLC | 0.07% | New | 4,074 | $311K |
| Tradition Wealth Management, LLC | 0.03% | Add +7.5% | 4,024 | $307K |
| Kovack Advisors, Inc. | 0.03% | New | 3,933 | $300K |
| Independent Advisor Alliance | 0.00% | New | 3,892 | $297K |
| SteelPeak Wealth, LLC | 0.01% | Add +8.8% | 3,725 | $284K |
| Brookstone Capital Management | 0.00% | Reduce -78.1% | 3,669 | $280K |
| Jones Financial Companies LLLP | 0.00% | Add +1.7% | 3,631 | $277K |
| Lido Advisors, LLC | 0.00% | Add +17.7% | 3,579 | $273K |
| Essex Financial Services, Inc. | 0.02% | Add +0.4% | 3,403 | $260K |
| Advisor OS, LLC | 0.03% | Add +14.2% | 3,353 | $256K |
| Mariner, LLC | 0.00% | No change | 3,344 | $255K |
| Anchor Investment Management, LLC | 0.02% | Add +129.1% | 3,241 | $247K |
| Fermata Advisors, LLC | 0.05% | Reduce -0.3% | 3,202 | $244K |
| MML Investors Services, LLC | 0.00% | New | 3,182 | $243K |
| Summit Financial, LLC | 0.01% | Add +0.2% | 2,825 | $216K |
| Focus Partners Wealth | 0.00% | Reduce -30.2% | 2,811 | $215K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -9.3% | 2,789 | $213K |
| Astoria Portfolio Advisors LLC. | 0.07% | Reduce -6.9% | 2,500 | $207K |
| Blue Chip Partners, LLC | 0.02% | Add +0.6% | 2,694 | $206K |
| Blair William & Co. | 0.00% | Reduce -20.7% | 2,597 | $198K |
| Private Trust Co. NA | 0.02% | No change | 2,380 | $182K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.4% | 2,332 | $178K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +50.2% | 2,189 | $167K |
| Activest Wealth Management | 0.04% | No change | 2,022 | $154K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.9% | 1,820 | $139K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,801 | $138K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 1,796 | $137K |
| Creative Financial Designs Inc. | 0.01% | Add +0.5% | 1,704 | $130K |
| AE Wealth Management LLC | 0.00% | New | 1,463 | $112K |
| FPC Investment Advisory, Inc. | 0.08% | Reduce -96.6% | 1,307 | $103K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 1,317 | $101K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $76K |
| Cwm, LLC | 0.00% | Reduce -9.5% | 957 | $73K |
| Geneos Wealth Management Inc. | 0.00% | No change | 864 | $66K |
| Hilltop National Bank | 0.02% | Reduce -48.0% | 672 | $51K |
| Howe & Rusling Inc. | 0.00% | No change | 659 | $50K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 654 | $50K |
| Tidemark, LLC | 0.02% | New | 545 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.6% | 502 | $38K |
| Wintrust Investments LLC | 0.03% | Reduce -58.4% | 441 | $33K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 431 | $33K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 371 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 348 | $27K |
| Synergy Asset Management, LLC | 0.00% | New | 316 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 300 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 250 | $19K |
| Ancora Advisors LLC | 0.00% | No change | 248 | $19K |
| Promus Capital, LLC | 0.01% | — | 234 | $18K |
| US Bancorp \de | 0.00% | New | 201 | $15K |
| HighMark Wealth Management LLC | 0.01% | No change | 200 | $15K |
| Archer Investment Corp | 0.00% | No change | 180 | $14K |
| Ameriflex Group, Inc. | 0.01% | — | 146 | $12K |
| Principal Securities, Inc. | 0.00% | Add +20.9% | 104 | $8K |
| Allworth Financial LP | 0.00% | Reduce -22.5% | 86 | $7K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 68 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 50 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | Add +40.0% | 28 | $2K |
| National Bank of Canada | 0.00% | No change | 20 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 4 | $305 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 3 | $229 |
"% 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.