Invesco S&P 500 Equal WeightRSPNETF
13F holders, Q3 2024 (September 30)130holders −8
9new positions
13sold out
1famous investor
$51.20avg. 13F price*
At the end of Q3 2024, 130 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, down 8 from Q2 2024. 9 opened new positions and 13 sold out. The largest holders were Meitav Investment House Ltd. ($44.1M), Bank of America Corp. ($43.2M) and Affinity Wealth Management LLC ($32.1M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V324
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.4M |
| Exits | 13 | $10.1M |
All 13F filers, Q2 2024 → Q3 2024: 202,484 shares bought and 943,317 shares sold, net −740,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Meitav Investment House Ltd. | 0.74% | Reduce -8.3% | 860,257 | $44.1M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 844,034 | $43.2M |
| Affinity Wealth Management LLC | 5.70% | Add +0.1% | 626,938 | $32.1M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.51% | No change | 591,126 | $30.3M |
| Morgan Stanley | 0.00% | Reduce -31.0% | 385,125 | $19.7M |
| LPL Financial LLC | 0.01% | Add +1.7% | 352,896 | $18.1M |
| Davis Investment Partners, LLC | 6.40% | Reduce -4.5% | 299,877 | $15.3M |
| NewEdge Advisors, LLC | 0.09% | Add +0.6% | 283,313 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -7.9% | 250,538 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.2% | 250,000 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 241,307 | $12.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.1% | 221,914 | $11.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.70% | No change | 209,374 | $10.7M |
| Carmel Capital Management L.L.C. | 3.38% | Reduce -1.3% | 175,785 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 174,150 | $8.9M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +1.9% | 168,686 | $8.6M |
| UBS Group AG | 0.00% | Add +6.4% | 160,499 | $8.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.9% | 138,486 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.9% | 137,288 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.9% | 112,209 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.3% | 92,223 | $4.7M |
| TKG Advisors, LLC | 1.97% | Add +5.3% | 77,971 | $4.0M |
| SignalPoint Asset Management, LLC | 0.82% | Reduce -3.8% | 68,907 | $3.5M |
| Private Advisory Group LLC | 0.44% | Add +2.2% | 68,339 | $3.5M |
| G&S Capital LLC | 1.23% | Add +2.7% | 57,200 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 1.26% | Reduce -0.5% | 53,460 | $2.7M |
| Evernest Financial Advisors, LLC | 0.72% | Reduce -9.1% | 52,184 | $2.7M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -11.0% | 51,013 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +27.9% | 50,402 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.7% | 48,733 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +0.6% | 46,541 | $2.4M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.6% | 46,021 | $2.4M |
| Choice Wealth Advisors LLC | 1.12% | No change | 43,881 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 43,302 | $2.2M |
| Traction Financial Partners, LLC | 1.52% | Reduce -15.6% | 37,808 | $1.9M |
| Access Financial Services, Inc. | 0.87% | Reduce -1.2% | 36,999 | $1.9M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 4.55% | No change | 33,000 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +44.0% | 33,080 | $1.7M |
| Burns Matteson Capital Management, LLC | 0.91% | Reduce -7.2% | 31,788 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +5.6% | 31,212 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 29,109 | $1.5M |
| Friedenthal Financial | 0.87% | Add +1.4% | 29,084 | $1.5M |
| Brick & Kyle, Associates | 0.63% | Add +0.0% | 28,410 | $1.5M |
| Comprehensive Wealth Management, LLC | 0.87% | Add +6.9% | 26,275 | $1.3M |
| Walker Asset Management, LLC | 0.77% | Reduce -7.3% | 24,388 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -4.9% | 21,921 | $1.1M |
| National Bank of Canada | 0.00% | Add +4.2% | 20,361 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Reduce -0.9% | 18,520 | $948K |
| Interchange Capital Partners, LLC | 0.33% | Reduce -0.6% | 18,390 | $942K |
| Capital Wealth Alliance, LLC | 0.53% | Reduce -13.4% | 17,702 | $907K |
| Fsa Wealth Partners, Inc. | 0.22% | New | 17,462 | $894K |
| Global Retirement Partners, LLC | 0.02% | Add +26.7% | 15,253 | $781K |
| Brown Advisory Inc. | 0.00% | No change | 14,750 | $755K |
| Raymond James & Associates | 0.00% | Reduce -2.8% | 13,765 | $705K |
| IFG Advisory, LLC | 0.04% | No change | 13,689 | $701K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 12,852 | $658K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 12,837 | $657K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -6.6% | 12,774 | $654K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +58.9% | 12,130 | $621K |
| Clearstead Advisors, LLC | 0.01% | Add +61.3% | 11,765 | $602K |
| MML Investors Services, LLC | 0.00% | Add +5.3% | 11,657 | $597K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.0% | 11,557 | $592K |
| FMR LLC | 0.00% | Add +24.4% | 11,530 | $590K |
| CreativeOne Wealth, LLC | 0.02% | New | 10,950 | $561K |
| Kingsview Wealth Management, LLC | 0.01% | Add +29.7% | 10,831 | $555K |
| Avantax Advisory Services, Inc. | 0.00% | Add +20.2% | 10,650 | $545K |
| First Heartland Consultants, Inc. | 0.06% | Add +1.4% | 10,618 | $544K |
| Corient Private Wealth LP | 0.00% | Add +45.8% | 10,282 | $527K |
| Truist Financial Corp. | 0.00% | Add +4.6% | 9,742 | $499K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +10.5% | 9,573 | $490K |
| &partners | 0.01% | Add +59.6% | 9,146 | $468K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.9% | 8,974 | $460K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.1% | 8,329 | $427K |
| Jones Financial Companies LLLP | 0.00% | Add +371.4% | 8,033 | $409K |
| Advisory Alpha, LLC | 0.01% | Reduce -12.9% | 7,925 | $406K |
| McAdam, LLC | 0.02% | No change | 7,910 | $405K |
| JPMorgan Chase & Co. | 0.00% | Add +331.1% | 7,855 | $402K |
| Western Wealth Management, LLC | 0.02% | Reduce -17.9% | 7,493 | $384K |
| Private Trust Co. NA | 0.04% | No change | 7,484 | $383K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -14.0% | 7,350 | $376K |
| Jacobi Capital Management LLC | 0.03% | No change | 7,000 | $358K |
| World Investment Advisors | 0.01% | Add +41.4% | 7,000 | $358K |
| One Charles Private Wealth Services, LLC | 0.13% | No change | 6,925 | $355K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 6,892 | $353K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,615 | $339K |
| Cedrus LLC | 0.12% | New | 6,508 | $333K |
| Mariner, LLC | 0.00% | Add +27.1% | 6,428 | $329K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -43.6% | 6,278 | $321K |
| Spire Wealth Management | 0.01% | Add +0.2% | 5,616 | $288K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.5% | 5,443 | $279K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +0.2% | 5,337 | $273K |
| D. E. Shaw & Co. | 0.00% | Reduce -55.9% | 5,137 | $263K |
| Diversified Trust Co. | 0.01% | No change | 5,125 | $262K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.2% | 5,092 | $261K |
| Rovin Capital /Ut/ | 0.10% | Add +5.0% | 5,097 | $259K |
| Benjamin Edwards Inc. | 0.00% | New | 4,825 | $247K |
| Novak & Powell Financial Services, Inc. | 0.14% | No change | 4,715 | $241K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -6.9% | 4,597 | $235K |
| Principal Securities, Inc. | 0.01% | Reduce -12.6% | 4,161 | $213K |
| Financial Partners Group, Inc | 0.03% | New | 4,055 | $208K |
| Tradewinds Capital Management, LLC | 0.04% | Add +0.2% | 2,933 | $150K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,845 | $146K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 2,842 | $146K |
| Comerica Bank | 0.00% | Reduce -1.0% | 2,816 | $144K |
| Key Financial Inc | 0.03% | No change | 2,530 | $130K |
| Bank of Montreal | 0.00% | Reduce -9.3% | 1,995 | $102K |
| Private Capital Management LLC | 0.02% | New | 1,884 | $96K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $51K |
| Painted Porch Advisors LLC | 0.02% | No change | 745 | $38K |
| MTM Investment Management, LLC | 0.01% | Add +0.1% | 678 | $35K |
| Castleview Partners, LLC | 0.02% | No change | 625 | $32K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -97.4% | 613 | $31K |
| US Bancorp \de | 0.00% | Add +113.6% | 566 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 535 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 460 | $24K |
| Rothschild Investment LLC | 0.00% | New | 430 | $22K |
| Citigroup Inc. | 0.00% | Add +112.5% | 425 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | New | 410 | $21K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.3% | 296 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +407.7% | 264 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | New | 250 | $13K |
| Register Financial Advisors LLC | 0.01% | No change | 200 | $10K |
| Parallel Advisors, LLC | 0.00% | No change | 175 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 130 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | — | 125 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 85 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.5% | 70 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $3K |
| Cwm, LLC | 0.00% | No change | 30 | $2K |
| New Millennium Group LLC | 0.00% | Reduce -83.3% | 1 | $48 |
"% of holder's portfolio" is RSPN's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.