Invesco S&P 500 Equal WeightRSPNETF
13F holders, Q4 2024 (December 31)136holders +6
9new positions
6sold out
2famous investors
$50.24avg. 13F price*
At the end of Q4 2024, 136 institutions reported holding Invesco S&P 500 Equal Weight (RSPN) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 6 sold out. The largest holders were Meitav Investment House Ltd. ($45.0M), Bank of America Corp. ($42.1M) and Affinity Wealth Management LLC ($31.3M). 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
- 46137V324
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.8M |
| Exits | 6 | $765K |
All 13F filers, Q3 2024 → Q4 2024: 364,568 shares bought and 150,735 shares sold, net +213,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Meitav Investment House Ltd. | 0.76% | Add +4.1% | 895,657 | $45.0M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 839,011 | $42.1M |
| Affinity Wealth Management LLC | 5.54% | Reduce -0.7% | 622,622 | $31.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.34% | No change | 591,126 | $29.7M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 383,762 | $19.3M |
| LPL Financial LLC | 0.01% | Add +6.8% | 376,864 | $18.9M |
| Davis Investment Partners, LLC | 6.18% | Reduce -2.2% | 293,408 | $14.7M |
| NewEdge Advisors, LLC | 0.09% | Add +0.2% | 283,842 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 250,000 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 236,212 | $11.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.3% | 227,101 | $11.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.6% | 218,344 | $11.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.52% | No change | 209,374 | $10.5M |
| UBS Group AG | 0.00% | Add +7.2% | 172,051 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 171,870 | $8.6M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +0.6% | 169,717 | $8.5M |
| Carmel Capital Management L.L.C. | 3.18% | Reduce -4.5% | 167,785 | $8.4M |
| Raymond James Financial Inc. | 0.00% | — | 154,786 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +56.3% | 144,125 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 136,137 | $6.8M |
| Strategic Wealth Partners, Ltd. | 0.53% | New | 123,854 | $6.4M |
| TigerOak Management, L.L.C. | 2.21% | — | 120,235 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.0% | 97,586 | $4.9M |
| TKG Advisors, LLC | 1.94% | Add +1.6% | 79,236 | $4.2M |
| SignalPoint Asset Management, LLC | 0.81% | Reduce -3.5% | 66,484 | $3.3M |
| Private Advisory Group LLC | 0.36% | Reduce -5.7% | 64,478 | $3.2M |
| G&S Capital LLC | 1.22% | Add +3.0% | 58,921 | $3.0M |
| Evernest Financial Advisors, LLC | 0.71% | Add +4.3% | 54,422 | $2.7M |
| Clear Creek Financial Management, LLC | 0.29% | New | 52,669 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.17% | Reduce -1.8% | 52,510 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 50,339 | $2.5M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -2.3% | 49,849 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.8% | 46,863 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.0% | 46,287 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.2% | 45,990 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.4% | 45,887 | $2.3M |
| Choice Wealth Advisors LLC | 1.08% | Reduce -4.2% | 42,037 | $2.1M |
| Traction Financial Partners, LLC | 1.40% | Reduce -4.9% | 35,947 | $1.8M |
| Access Financial Services, Inc. | 0.80% | Reduce -3.4% | 35,749 | $1.8M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5.48% | No change | 33,000 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 30,964 | $1.6M |
| Burns Matteson Capital Management, LLC | 0.86% | Reduce -4.3% | 30,407 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 29,403 | $1.5M |
| Friedenthal Financial | 0.85% | Reduce -0.4% | 28,966 | $1.5M |
| Brick & Kyle, Associates | 0.61% | Add +0.0% | 28,417 | $1.4M |
| Comprehensive Wealth Management, LLC | 1.01% | Add +2.4% | 26,914 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +17.7% | 25,804 | $1.3M |
| Walker Asset Management, LLC | 0.76% | Add +1.1% | 24,652 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +50.6% | 22,974 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -0.1% | 20,350 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -41.4% | 19,380 | $973K |
| Hilltop Holdings Inc. | 0.06% | Reduce -1.0% | 18,342 | $921K |
| Capital Wealth Alliance, LLC | 0.50% | Reduce -0.5% | 17,616 | $884K |
| Fsa Wealth Partners, Inc. | 0.20% | Reduce -1.0% | 17,294 | $868K |
| Brown Advisory Inc. | 0.00% | No change | 14,750 | $740K |
| IFG Advisory, LLC | 0.04% | Add +0.4% | 13,743 | $690K |
| Interchange Capital Partners, LLC | 0.24% | Reduce -28.4% | 13,173 | $660K |
| MML Investors Services, LLC | 0.00% | Add +9.9% | 12,814 | $643K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 12,783 | $642K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 12,560 | $631K |
| Nova Wealth Management, Inc. | 0.52% | — | 12,051 | $605K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.1% | 11,563 | $580K |
| FMR LLC | 0.00% | Reduce -0.1% | 11,523 | $578K |
| &partners | 0.01% | Add +22.8% | 11,227 | $566K |
| First Heartland Consultants, Inc. | 0.06% | Add +5.4% | 11,188 | $562K |
| Citadel Advisors | 0.00% | New | 11,087 | $557K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.0% | 11,049 | $555K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -13.6% | 11,036 | $554K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.7% | 10,875 | $546K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +5.8% | 10,133 | $509K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.5% | 9,856 | $495K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 9,790 | $491K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.7% | 9,056 | $455K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.3% | 8,952 | $449K |
| Wealthspire Advisors, LLC | 0.00% | New | 8,485 | $426K |
| Jones Financial Companies LLLP | 0.00% | Add +1.5% | 8,150 | $409K |
| Advisory Alpha, LLC | 0.01% | Add +0.3% | 7,945 | $399K |
| McAdam, LLC | 0.02% | No change | 7,910 | $397K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 7,500 | $377K |
| Private Trust Co. NA | 0.04% | No change | 7,484 | $376K |
| SteelPeak Wealth, LLC | 0.02% | Add +1.4% | 7,450 | $374K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 7,310 | $367K |
| Corient Private Wealth LP | 0.00% | Reduce -31.0% | 7,095 | $356K |
| World Investment Advisors | 0.01% | No change | 7,000 | $351K |
| Mariner, LLC | 0.00% | Add +8.3% | 6,959 | $349K |
| One Charles Private Wealth Services, LLC | 0.12% | No change | 6,925 | $348K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.4% | 6,900 | $346K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -1.8% | 6,767 | $340K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,615 | $332K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,249 | $314K |
| Spire Wealth Management | 0.01% | Reduce -3.3% | 5,429 | $273K |
| Grey Fox Wealth Advisors, LLC | 0.07% | Add +0.3% | 5,354 | $269K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.3% | 5,370 | $265K |
| D. E. Shaw & Co. | 0.00% | Add +1.2% | 5,198 | $261K |
| Diversified Trust Co. | 0.01% | No change | 5,125 | $257K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.3% | 5,107 | $256K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Add +10.6% | 5,085 | $255K |
| Benjamin Edwards Inc. | 0.00% | No change | 4,825 | $242K |
| Novak & Powell Financial Services, Inc. | 0.14% | No change | 4,715 | $237K |
| Rovin Capital /Ut/ | 0.08% | Reduce -9.0% | 4,637 | $231K |
| Susquehanna International Group, LLP | 0.00% | New | 4,300 | $216K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -31.6% | 4,291 | $215K |
| Principal Securities, Inc. | 0.00% | Reduce -0.0% | 4,160 | $209K |
| Financial Partners Group, Inc | 0.03% | Reduce -0.2% | 4,048 | $203K |
| Tradewinds Capital Management, LLC | 0.04% | Add +0.3% | 2,942 | $148K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.3% | 2,850 | $143K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,845 | $143K |
| Key Financial Inc | 0.03% | No change | 2,530 | $127K |
| Bank of Montreal | 0.00% | No change | 1,995 | $100K |
| AE Wealth Management LLC | 0.00% | New | 1,748 | $88K |
| MAI Capital Management | 0.00% | New | 1,675 | $84K |
| Comerica Bank | 0.00% | Reduce -43.6% | 1,587 | $80K |
| CoreCap Advisors, LLC | 0.00% | Add +22.5% | 1,225 | $61K |
| Clearstead Advisors, LLC | 0.00% | Reduce -91.4% | 1,011 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +357.1% | 800 | $40K |
| Painted Porch Advisors LLC | 0.02% | No change | 745 | $37K |
| US Bancorp \de | 0.00% | Add +27.4% | 721 | $36K |
| MTM Investment Management, LLC | 0.01% | Add +0.4% | 681 | $34K |
| Castleview Partners, LLC | 0.02% | No change | 625 | $31K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.0% | 607 | $30K |
| Qube Research & Technologies Ltd | 0.00% | New | 593 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 535 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 460 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 430 | $22K |
| Citigroup Inc. | 0.00% | No change | 425 | $21K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.3% | 297 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 264 | $14K |
| Accredited Wealth Management, LLC | 0.01% | — | 170 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | Add +28.8% | 161 | $8K |
| Cwm, LLC | 0.00% | Add +416.7% | 155 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 130 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 85 | $4K |
| Copia Wealth Management | 0.00% | — | 65 | $3K |
| Stonebridge Financial Group, LLC | 0.00% | — | 55 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $3K |
| New Millennium Group LLC | 0.00% | No change | 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.