Invesco S&P 500 Equal WeightRSPMETF
13F holders, Q4 2024 (December 31)78holders −6
7new positions
13sold out
1famous investor
$32.65avg. 13F price*
At the end of Q4 2024, 78 institutions reported holding Invesco S&P 500 Equal Weight (RSPM) in their 13F filings, down 6 from Q3 2024. 7 opened new positions and 13 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($45.9M), Bank of America Corp. ($9.4M) and Avantax Advisory Services, Inc. ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V316
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.9M |
| Exits | 13 | $4.0M |
All 13F filers, Q3 2024 → Q4 2024: 245,607 shares bought and 415,990 shares sold, net −170,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Harel Insurance Investments & Financial Services Ltd. | 0.75% | No change | 1,410,000 | $45.9M |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 288,238 | $9.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -10.8% | 201,935 | $6.6M |
| Morgan Stanley | 0.00% | Add +109.1% | 178,965 | $5.8M |
| Obsidian Personal Planning Solutions LLC | 2.30% | Add +0.8% | 139,321 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -57.3% | 135,933 | $4.4M |
| Friedenthal Financial | 2.00% | Reduce -0.1% | 105,079 | $3.4M |
| Trinity Legacy Partners, LLC | 0.79% | New | 94,566 | $3.1M |
| Raymond James Financial Inc. | 0.00% | — | 88,213 | $2.9M |
| Cetera Investment Advisers | 0.00% | Reduce -10.8% | 61,158 | $2.0M |
| Pacific Sun Financial Corp | 1.08% | Reduce -1.1% | 60,920 | $2.0M |
| Maltin Wealth Management, Inc. | 0.94% | Reduce -0.1% | 58,630 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 45,856 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 40,063 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | No change | 32,715 | $1.1M |
| Peak Financial Management, Inc. | 0.30% | Reduce -11.9% | 31,217 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +21.0% | 27,306 | $889K |
| SignalPoint Asset Management, LLC | 0.20% | Reduce -7.0% | 25,776 | $840K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -6.8% | 24,264 | $790K |
| MML Investors Services, LLC | 0.00% | Add +6.4% | 21,617 | $704K |
| Citadel Advisors | 0.00% | New | 20,885 | $680K |
| Wells Fargo & Company | 0.00% | Add +14.0% | 20,501 | $668K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 20,332 | $662K |
| Creative Financial Designs Inc. | 0.05% | Add +18.8% | 17,184 | $560K |
| UBS Group AG | 0.00% | Reduce -6.3% | 16,383 | $534K |
| Susquehanna International Group, LLP | 0.00% | Add +179.6% | 15,800 | $515K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.0% | 15,292 | $498K |
| Principal Securities, Inc. | 0.01% | Add +0.6% | 14,598 | $475K |
| Stephens Inc. | 0.01% | Reduce -4.4% | 13,202 | $430K |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 11,606 | $378K |
| Hartford Financial Management Inc. | 0.08% | No change | 11,500 | $375K |
| Lido Advisors, LLC | 0.00% | Add +21.5% | 10,500 | $342K |
| JPMorgan Chase & Co. | 0.00% | Add +56.5% | 10,326 | $336K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,300 | $335K |
| Asset Management Group, Inc. | 0.06% | Reduce -3.0% | 10,043 | $327K |
| Capital Wealth Alliance, LLC | 0.17% | Reduce -31.4% | 9,235 | $301K |
| Yoder Wealth Management, Inc. | 0.17% | Reduce -1.5% | 9,185 | $299K |
| Merit Financial Group, LLC | 0.01% | Add +2.3% | 9,096 | $296K |
| Walker Asset Management, LLC | 0.17% | Reduce -3.8% | 8,731 | $284K |
| Focus Financial Network, Inc. | 0.01% | Reduce -33.6% | 8,674 | $283K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.2% | 8,495 | $277K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +69.8% | 7,978 | $260K |
| Harbour Investments, Inc. | 0.01% | Add +4.3% | 7,690 | $250K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.1% | 7,475 | $243K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 5,791 | $215K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 6,548 | $213K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 4,044 | $139K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -87.2% | 4,140 | $134K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.0% | 3,400 | $111K |
| Private Trust Co. NA | 0.01% | No change | 3,040 | $99K |
| Key Financial Inc | 0.02% | No change | 3,010 | $98K |
| Zions Bancorporation, N.A. | 0.00% | No change | 2,050 | $67K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,538 | $50K |
| Blair William & Co. | 0.00% | No change | 1,510 | $49K |
| MAI Capital Management | 0.00% | New | 1,170 | $38K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,020 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 975 | $32K |
| BlackRock, Inc. | 0.00% | New | 972 | $32K |
| Comerica Bank | 0.00% | No change | 700 | $23K |
| Jones Financial Companies LLLP | 0.00% | Add +14.9% | 670 | $22K |
| US Bancorp \de | 0.00% | Reduce -17.9% | 505 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $16K |
| FMR LLC | 0.00% | Reduce -0.2% | 498 | $16K |
| Lavaca Capital LLC | 0.01% | New | 450 | $15K |
| Continuum Advisory, LLC | 0.00% | No change | 440 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 350 | $13K |
| AE Wealth Management LLC | 0.00% | New | 300 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 265 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 256 | $8K |
| Howe & Rusling Inc. | 0.00% | No change | 207 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 185 | $6K |
| Bristlecone Advisors, LLC | 0.00% | No change | 115 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 83 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | Add +30.2% | 56 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 55 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 35 | $1K |
| Assetmark, Inc. | 0.00% | New | 31 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $326 |
"% 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.