Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q3 2024 (September 30)84holders
7new positions
7sold out
$37.34avg. 13F price*
At the end of Q3 2024, 84 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, unchanged from Q2 2024. 7 opened new positions and 7 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($52.7M), Bank of America Corp. ($12.3M) and LPL Financial LLC ($11.9M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V316
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $927K |
| Exits | 7 | $2.5M |
All 13F filers, Q2 2024 → Q3 2024: 275,247 shares bought and 452,487 shares sold, net −177,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Harel Insurance Investments & Financial Services Ltd. | 0.91% | No change | 1,410,000 | $52.7M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 329,546 | $12.3M |
| LPL Financial LLC | 0.01% | Add +161.3% | 318,123 | $11.9M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -1.1% | 226,485 | $8.5M |
| Obsidian Personal Planning Solutions LLC | 2.63% | Add +10.5% | 138,167 | $5.0M |
| Friedenthal Financial | 2.30% | Add +4.7% | 105,135 | $3.9M |
| Morgan Stanley | 0.00% | Add +31.1% | 85,572 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.7% | 82,184 | $3.1M |
| Cetera Investment Advisers | 0.01% | Reduce -15.8% | 68,568 | $2.6M |
| Pacific Sun Financial Corp | 1.27% | Reduce -0.0% | 61,620 | $2.3M |
| Maltin Wealth Management, Inc. | 1.07% | Add +2.9% | 58,665 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.0% | 48,399 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -75.3% | 38,667 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.1% | 36,192 | $1.4M |
| Peak Financial Management, Inc. | 0.39% | Reduce -3.9% | 35,420 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | No change | 32,715 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -10.6% | 32,250 | $1.2M |
| SignalPoint Asset Management, LLC | 0.24% | Add +0.6% | 27,715 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.6% | 27,040 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | No change | 26,047 | $973K |
| Bridge Advisory, LLC | 0.41% | Reduce -0.1% | 22,860 | $854K |
| Private Advisor Group, LLC | 0.01% | Add +28.4% | 22,575 | $844K |
| MML Investors Services, LLC | 0.00% | Reduce -19.9% | 20,311 | $759K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.3% | 20,223 | $756K |
| Wells Fargo & Company | 0.00% | Add +1.5% | 17,983 | $672K |
| UBS Group AG | 0.00% | Reduce -16.6% | 17,484 | $653K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.5% | 16,994 | $635K |
| Principal Securities, Inc. | 0.01% | Reduce -15.9% | 14,517 | $542K |
| Creative Financial Designs Inc. | 0.05% | Add +5.4% | 14,465 | $541K |
| Stephens Inc. | 0.01% | Reduce -3.8% | 13,812 | $516K |
| Capital Wealth Alliance, LLC | 0.29% | Reduce -26.9% | 13,469 | $503K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.1% | 13,056 | $488K |
| Royal Bank of Canada | 0.00% | Reduce -73.1% | 11,804 | $441K |
| Hartford Financial Management Inc. | 0.09% | No change | 11,500 | $430K |
| Asset Management Group, Inc. | 0.05% | Reduce -5.7% | 10,353 | $387K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $385K |
| Yoder Wealth Management, Inc. | 0.21% | No change | 9,325 | $348K |
| Walker Asset Management, LLC | 0.21% | Reduce -3.0% | 9,077 | $339K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.5% | 8,896 | $332K |
| Lido Advisors, LLC | 0.00% | Reduce -2.7% | 8,645 | $323K |
| Equitable Holdings, Inc. | 0.00% | Reduce -19.5% | 8,600 | $321K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.2% | 8,397 | $314K |
| Clearstead Advisors, LLC | 0.00% | Reduce -8.9% | 7,408 | $277K |
| Harbour Investments, Inc. | 0.01% | Add +7.3% | 7,375 | $276K |
| Creative Planning | 0.00% | New | 7,120 | $266K |
| Strategic Blueprint, LLC | 0.02% | Reduce -6.2% | 6,851 | $256K |
| Raymond James & Associates | 0.00% | Reduce -5.1% | 6,601 | $247K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.0% | 6,596 | $246K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 6,548 | $245K |
| Ameriprise Financial Inc. | 0.00% | Reduce -73.4% | 5,907 | $221K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.4% | 5,838 | $218K |
| Arkadios Wealth Advisors | 0.01% | New | 5,691 | $213K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.1% | 5,651 | $211K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,569 | $208K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.9% | 4,699 | $176K |
| Allworth Financial LP | 0.00% | Add +0.2% | 4,167 | $156K |
| Northwest Financial Advisors | 0.12% | New | 4,075 | $152K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -13.2% | 3,300 | $123K |
| Private Trust Co. NA | 0.01% | No change | 3,040 | $114K |
| Key Financial Inc | 0.02% | No change | 3,010 | $112K |
| Zions Bancorporation, N.A. | 0.01% | New | 2,050 | $77K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,538 | $57K |
| Blair William & Co. | 0.00% | No change | 1,510 | $56K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,020 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $36K |
| Comerica Bank | 0.00% | No change | 700 | $26K |
| US Bancorp \de | 0.00% | No change | 615 | $23K |
| Jones Financial Companies LLLP | 0.00% | Add +74.5% | 583 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $19K |
| FMR LLC | 0.00% | No change | 499 | $19K |
| Farther Finance Advisors, LLC | 0.00% | No change | 475 | $18K |
| Continuum Advisory, LLC | 0.00% | No change | 440 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 265 | $10K |
| Howe & Rusling Inc. | 0.00% | No change | 207 | $8K |
| Flaharty Asset Management, LLC | 0.00% | New | 195 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 185 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 125 | $5K |
| Bristlecone Advisors, LLC | 0.00% | New | 115 | $4K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -99.9% | 86 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 43 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 35 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $374 |
"% of holder's portfolio" is RSPM's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.