Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q4 2024 (December 31)191holders +5
17new positions
14sold out
2famous investors
$29.31avg. 13F price*
At the end of Q4 2024, 191 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, up 5 from Q3 2024. 17 opened new positions and 14 sold out. The largest holders were HighTower Advisors, LLC ($65.3M), Rainey & Randall Wealth Advisors Inc. ($20.8M) and Morgan Stanley ($18.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.8M |
| Exits | 14 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 524,077 shares bought and 1,095,710 shares sold, net −571,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| HighTower Advisors, LLC | 0.09% | Add +0.8% | 2,230,080 | $65.3M |
| Rainey & Randall Wealth Advisors Inc. | 4.13% | Add +0.8% | 711,010 | $20.8M |
| Morgan Stanley | 0.00% | Reduce -17.1% | 636,301 | $18.6M |
| LPL Financial LLC | 0.01% | Reduce -13.7% | 581,950 | $17.1M |
| Bank of America Corp. | 0.00% | Add +4.0% | 490,360 | $14.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 372,523 | $10.9M |
| Walled Lake Planning & Wealth Management, LLC | 3.99% | Add +5.3% | 365,639 | $10.7M |
| MAI Capital Management | 0.08% | Add +4.8% | 348,965 | $10.2M |
| Raymond James Financial Inc. | 0.00% | — | 282,781 | $8.3M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +5.0% | 270,281 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 259,866 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 184,034 | $5.4M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 175,413 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -54.0% | 162,236 | $4.8M |
| Blue Sky Capital Consultants Group, Inc. | 2.53% | — | 143,648 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 140,798 | $4.1M |
| Fca Corp. | 1.29% | Add +0.8% | 140,472 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.2% | 136,121 | $4.0M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -1.3% | 134,183 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Add +0.5% | 127,182 | $3.7M |
| Joseph P. Lucia & Associates, LLC | 1.61% | Reduce -0.2% | 123,295 | $3.6M |
| Focus Financial Network, Inc. | 0.14% | Add +0.7% | 118,242 | $3.5M |
| SignalPoint Asset Management, LLC | 0.82% | Reduce -3.4% | 114,701 | $3.4M |
| UBS Group AG | 0.00% | Add +10.3% | 113,297 | $3.3M |
| Graham Capital Management, L.P. | 0.16% | New | 110,000 | $3.2M |
| Friedenthal Financial | 1.80% | Add +2.6% | 105,116 | $3.1M |
| Berger Financial Group, Inc | 0.21% | Reduce -7.2% | 102,095 | $3.0M |
| Creative Planning | 0.00% | Reduce -11.9% | 100,184 | $2.9M |
| Cornerstone Advisory, LLC | 0.29% | Reduce -8.3% | 84,874 | $2.5M |
| Peak Financial Management, Inc. | 0.75% | Reduce -4.8% | 85,397 | $2.5M |
| Cetera Investment Advisers | 0.01% | Reduce -21.8% | 84,564 | $2.5M |
| Cahill Financial Advisors Inc. | 0.30% | Add +0.1% | 75,769 | $2.2M |
| Stelac Advisory Services LLC | 0.82% | No change | 71,620 | $2.1M |
| Acorn Wealth Advisors, LLC | 0.81% | Reduce -4.8% | 67,287 | $2.0M |
| Hartford Financial Management Inc. | 0.39% | Reduce -9.8% | 64,537 | $1.9M |
| McAdam, LLC | 0.10% | Reduce -9.6% | 63,403 | $1.9M |
| Blue Chip Partners, LLC | 0.16% | New | 62,577 | $1.8M |
| Yoder Wealth Management, Inc. | 0.96% | Add +8.6% | 59,456 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.9% | 57,609 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -32.2% | 50,971 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.12% | New | 46,706 | $1.4M |
| Laidlaw Wealth Management LLC | 0.53% | No change | 41,820 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 41,820 | $1.2M |
| Walker Asset Management, LLC | 0.73% | Add +1.1% | 40,695 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +24.9% | 39,122 | $1.1M |
| Ironsides Asset Advisors, LLC | 0.32% | Add +0.0% | 38,001 | $1.1M |
| Biltmore Family Office, LLC | 0.18% | No change | 37,200 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 36,759 | $1.1M |
| LM Advisors LLC | 0.19% | No change | 36,645 | $1.1M |
| Red Mountain Financial, LLC | 1.13% | Reduce -6.5% | 35,836 | $1.0M |
| Socha Financial Group, LLC | 0.47% | Reduce -56.0% | 33,976 | $995K |
| Optas, LLC | 0.20% | Reduce -5.1% | 32,364 | $948K |
| Empirical Asset Management, LLC | 0.31% | Reduce -3.4% | 31,900 | $935K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -49.7% | 31,698 | $929K |
| PCG Wealth Advisors, LLC | 0.34% | Reduce -15.2% | 31,579 | $925K |
| HRT Financial LP | 0.00% | New | 31,304 | $917K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 30,050 | $880K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -12.2% | 29,909 | $877K |
| Susquehanna International Group, LLP | 0.00% | New | 29,545 | $866K |
| UMB Bank, n.a. | 0.01% | No change | 29,000 | $850K |
| Eagle Capital Management, LLC | 0.32% | Add +1.4% | 27,467 | $805K |
| Allworth Financial LP | 0.00% | Add +1007.5% | 25,250 | $777K |
| &partners | 0.01% | Reduce -0.5% | 26,361 | $772K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 26,296 | $770K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -17.3% | 25,475 | $746K |
| Two Sigma Investments, LP | 0.00% | Reduce -59.3% | 24,500 | $718K |
| Corient Private Wealth LP | 0.00% | Reduce -10.1% | 23,372 | $685K |
| TrinityPoint Wealth, LLC | 0.09% | Reduce -0.6% | 22,894 | $671K |
| Jones Financial Companies LLLP | 0.00% | Add +12.9% | 22,851 | $670K |
| Choreo, LLC | 0.01% | No change | 22,550 | $660K |
| Cascade Wealth Advisors, Inc | 0.43% | No change | 21,900 | $642K |
| CRA Financial Services, LLC | 0.11% | Reduce -5.0% | 21,891 | $641K |
| Sensible Money, LLC | 0.28% | No change | 21,825 | $639K |
| Jane Street Group, LLC | 0.00% | New | 19,959 | $585K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.1% | 19,915 | $584K |
| Mariner, LLC | 0.00% | Add +0.0% | 19,575 | $574K |
| Citadel Advisors | 0.00% | Add +25.1% | 19,503 | $571K |
| HHM Wealth Advisors, LLC | 0.07% | No change | 18,795 | $551K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -13.0% | 18,173 | $532K |
| Kovack Advisors, Inc. | 0.05% | Add +0.7% | 18,069 | $529K |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.1% | 17,945 | $526K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.5% | 17,855 | $523K |
| Asset Dedication, LLC | 0.04% | No change | 17,685 | $518K |
| Stifel Financial Corp. | 0.00% | Reduce -53.9% | 17,635 | $517K |
| Private Trust Co. NA | 0.05% | No change | 17,350 | $508K |
| Kapstone Financial Advisors LLC | 0.27% | Reduce -4.9% | 16,010 | $499K |
| Quantinno Capital Management LP | 0.00% | Reduce -4.9% | 16,984 | $498K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 16,640 | $488K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -83.1% | 16,043 | $470K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.0% | 15,630 | $458K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Reduce -2.3% | 15,237 | $446K |
| Allred Capital Management, LLC | 0.17% | Add +2.2% | 14,829 | $434K |
| IHT Wealth Management, LLC | 0.01% | Reduce -43.1% | 14,707 | $431K |
| Atlas Capital Advisors Inc. | 0.05% | Add +0.0% | 14,565 | $427K |
| Principal Securities, Inc. | 0.01% | Reduce -82.0% | 13,717 | $402K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.9% | 13,606 | $399K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.6% | 13,311 | $390K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.0% | 12,704 | $372K |
| Perissos Private Wealth Management, LLC | 0.27% | Reduce -7.4% | 12,472 | $365K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.4% | 11,875 | $348K |
"% 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.