Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q3 2024 (September 30)186holders −1
13new positions
13sold out
1famous investor
$32.23avg. 13F price*
At the end of Q3 2024, 186 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, down 1 from Q2 2024. 13 opened new positions and 13 sold out. The largest holders were HighTower Advisors, LLC ($71.3M), Morgan Stanley ($24.7M) and Rainey & Randall Wealth Advisors Inc. ($22.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.0M |
| Exits | 13 | $8.7M |
All 13F filers, Q2 2024 → Q3 2024: 515,508 shares bought and 1,464,909 shares sold, net −949,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| HighTower Advisors, LLC | 0.11% | Add +0.5% | 2,211,464 | $71.3M |
| Morgan Stanley | 0.00% | Reduce -8.5% | 767,607 | $24.7M |
| Rainey & Randall Wealth Advisors Inc. | 4.88% | Reduce -0.5% | 705,529 | $22.7M |
| LPL Financial LLC | 0.01% | Add +23.1% | 674,391 | $21.7M |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 471,417 | $15.2M |
| Royal Bank of Canada | 0.00% | Reduce -26.4% | 401,140 | $12.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -22.6% | 352,596 | $11.4M |
| Walled Lake Planning & Wealth Management, LLC | 4.20% | Add +4.3% | 347,104 | $11.2M |
| MAI Capital Management | 0.10% | Reduce -0.4% | 333,040 | $10.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.6% | 279,511 | $9.0M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +0.0% | 257,368 | $8.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.7% | 224,595 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 192,061 | $6.2M |
| Bank of Montreal | 0.00% | Add +9.7% | 180,428 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -43.4% | 166,493 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 143,988 | $4.6M |
| Fca Corp. | 1.38% | Add +3.0% | 139,316 | $4.5M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -8.8% | 136,003 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.0% | 126,567 | $4.1M |
| Joseph P. Lucia & Associates, LLC | 1.83% | Reduce -0.4% | 123,495 | $4.0M |
| SignalPoint Asset Management, LLC | 0.89% | Reduce -3.6% | 118,746 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Reduce -1.1% | 117,462 | $3.8M |
| Creative Planning | 0.00% | Reduce -6.2% | 113,765 | $3.7M |
| Berger Financial Group, Inc | 0.26% | Reduce -6.1% | 110,058 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -3.1% | 108,131 | $3.5M |
| UBS Group AG | 0.00% | Add +0.0% | 102,736 | $3.3M |
| Friedenthal Financial | 1.93% | Add +2.0% | 102,413 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +459.3% | 95,164 | $3.1M |
| Cornerstone Advisory, LLC | 0.39% | Reduce -4.3% | 92,528 | $3.0M |
| Peak Financial Management, Inc. | 0.85% | Reduce -72.8% | 89,656 | $2.9M |
| Socha Financial Group, LLC | 1.08% | Add +1.4% | 77,275 | $2.5M |
| Principal Securities, Inc. | 0.06% | Add +472.1% | 76,119 | $2.5M |
| Cahill Financial Advisors Inc. | 0.33% | Add +0.1% | 75,678 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -53.4% | 75,188 | $2.4M |
| Stelac Advisory Services LLC | 0.94% | No change | 71,620 | $2.3M |
| Hartford Financial Management Inc. | 0.47% | Reduce -0.3% | 71,565 | $2.3M |
| Acorn Wealth Advisors, LLC | 0.98% | Add +0.8% | 70,639 | $2.3M |
| McAdam, LLC | 0.13% | Reduce -29.0% | 70,155 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 64,641 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.9% | 63,046 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.5% | 60,589 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 60,200 | $1.9M |
| Yoder Wealth Management, Inc. | 1.06% | Add +5.3% | 54,742 | $1.8M |
| Kingfisher Capital LLC | 0.34% | Reduce -7.4% | 45,658 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -2.5% | 44,797 | $1.4M |
| Laidlaw Wealth Management LLC | 0.67% | No change | 41,820 | $1.3M |
| Walker Asset Management, LLC | 0.80% | Reduce -7.7% | 40,244 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.5% | 38,456 | $1.2M |
| Red Mountain Financial, LLC | 1.31% | Reduce -1.6% | 38,349 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 38,261 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.36% | Add +0.0% | 37,998 | $1.2M |
| PCG Wealth Advisors, LLC | 0.46% | Reduce -0.3% | 37,225 | $1.2M |
| Biltmore Family Office, LLC | 0.21% | No change | 37,200 | $1.2M |
| LM Advisors LLC | 0.24% | New | 36,645 | $1.2M |
| Optas, LLC | 0.25% | Reduce -33.8% | 34,107 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.4% | 34,068 | $1.1M |
| Empirical Asset Management, LLC | 0.38% | Reduce -1.2% | 33,010 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -4.8% | 31,335 | $1.0M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -18.7% | 30,800 | $993K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 30,050 | $969K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.8% | 29,331 | $945K |
| UMB Bank, n.a. | 0.01% | No change | 29,000 | $935K |
| Eagle Capital Management, LLC | 0.36% | Add +1.7% | 27,076 | $873K |
| &partners | 0.02% | Reduce -0.3% | 26,505 | $854K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -85.5% | 26,079 | $841K |
| Corient Private Wealth LP | 0.00% | Add +12.4% | 25,994 | $838K |
| IHT Wealth Management, LLC | 0.02% | Add +61.2% | 25,869 | $829K |
| TrinityPoint Wealth, LLC | 0.11% | Reduce -5.2% | 23,038 | $743K |
| CRA Financial Services, LLC | 0.14% | Reduce -15.9% | 23,032 | $742K |
| Choreo, LLC | 0.01% | No change | 22,550 | $719K |
| Cascade Wealth Advisors, Inc | 0.50% | No change | 21,900 | $706K |
| Sensible Money, LLC | 0.31% | Reduce -6.7% | 21,825 | $703K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -6.4% | 20,878 | $673K |
| Advisory Services Network, LLC | 0.01% | No change | 22,237 | $668K |
| Jones Financial Companies LLLP | 0.00% | Add +126.9% | 20,242 | $650K |
| Mariner, LLC | 0.00% | Reduce -0.8% | 19,574 | $631K |
| Clearstead Advisors, LLC | 0.01% | No change | 19,520 | $629K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.7% | 18,905 | $609K |
| HHM Wealth Advisors, LLC | 0.09% | Add +10.6% | 18,795 | $606K |
| Kovack Advisors, Inc. | 0.06% | Add +1.4% | 17,942 | $578K |
| Quantinno Capital Management LP | 0.01% | Reduce -9.2% | 17,864 | $576K |
| Asset Dedication, LLC | 0.04% | Reduce -8.8% | 17,685 | $570K |
| Private Trust Co. NA | 0.06% | No change | 17,350 | $559K |
| Kapstone Financial Advisors LLC | 0.33% | No change | 16,830 | $541K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 16,640 | $536K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.0% | 15,625 | $504K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Reduce -0.3% | 15,592 | $503K |
| Citadel Advisors | 0.00% | Add +8.8% | 15,588 | $502K |
| Atlas Capital Advisors Inc. | 0.07% | Add +0.0% | 14,564 | $469K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.1% | 14,721 | $469K |
| Allred Capital Management, LLC | 0.18% | Add +55.7% | 14,509 | $468K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 13,980 | $451K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.6% | 13,730 | $443K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 13,500 | $435K |
| Natixis Advisors, LLC | 0.00% | New | 13,498 | $435K |
| Perissos Private Wealth Management, LLC | 0.35% | Reduce -1.8% | 13,469 | $434K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 12,703 | $409K |
| Garrison Asset Management, LLC | 0.21% | Reduce -1.2% | 12,703 | $409K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.1% | 12,687 | $409K |
| Sigma Planning Corp | 0.01% | Add +9.6% | 12,291 | $396K |
"% of holder's portfolio" is RSPH's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.