Invesco S&P 500 Equal WeightRSPRETF
13F holders, Q3 2024 (September 30)51holders +2
9new positions
10sold out
$37.99avg. 13F price*
At the end of Q3 2024, 51 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings, up 2 from Q2 2024. 9 opened new positions and 10 sold out. The largest holders were IFP Advisors, Inc ($9.6M), LPL Financial LLC ($9.6M) and Morgan Stanley ($3.3M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.8M |
| Exits | 10 | $5.7M |
All 13F filers, Q2 2024 → Q3 2024: 271,720 shares bought and 919,764 shares sold, net −648,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| IFP Advisors, Inc | 0.35% | Reduce -1.6% | 253,680 | $9.6M |
| LPL Financial LLC | 0.00% | Add +9.5% | 251,572 | $9.6M |
| Morgan Stanley | 0.00% | Add +3.0% | 87,973 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +251.1% | 87,957 | $3.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -67.0% | 82,276 | $3.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Reduce -86.2% | 60,661 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +243.3% | 58,258 | $2.2M |
| World Equity Group, Inc. | 0.67% | Add +41.0% | 49,058 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +41.3% | 48,788 | $1.9M |
| Oxinas Partners, LLC | 0.84% | Reduce -46.3% | 35,933 | $1.4M |
| Bank of America Corp. | 0.00% | Add +190.9% | 34,112 | $1.3M |
| SignalPoint Asset Management, LLC | 0.25% | Reduce -3.7% | 28,896 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +33.3% | 27,795 | $1.1M |
| Interactive Financial Advisors, Inc. | 0.54% | Reduce 0.0% | 27,489 | $1.0M |
| Quaker Wealth Management, LLC | 0.37% | — | 26,213 | $996K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 24,138 | $917K |
| Collaborative Wealth Managment Inc. | 0.37% | Reduce -5.7% | 21,812 | $829K |
| James Investment Research, Inc. | 0.09% | Reduce -4.0% | 20,842 | $792K |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $760K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 16,882 | $642K |
| Executive Wealth Management, LLC | 0.05% | Add +95.5% | 15,930 | $605K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.9% | 15,462 | $588K |
| Cetera Investment Advisers | 0.00% | New | 15,366 | $584K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -7.6% | 14,552 | $553K |
| Arkadios Wealth Advisors | 0.03% | New | 13,619 | $518K |
| Fortem Financial Group, LLC | 0.18% | Reduce -81.8% | 11,627 | $442K |
| Lido Advisors, LLC | 0.00% | Reduce -7.8% | 10,778 | $410K |
| UBS Group AG | 0.00% | Reduce -43.5% | 9,837 | $374K |
| Goldman Sachs Group Inc. | 0.00% | No change | 9,584 | $364K |
| Walker Asset Management, LLC | 0.20% | Reduce -8.1% | 8,384 | $319K |
| MML Investors Services, LLC | 0.00% | Add +12.4% | 7,610 | $289K |
| Berger Financial Group, Inc | 0.02% | Reduce -2.0% | 7,471 | $284K |
| Koshinski Asset Management, Inc. | 0.02% | New | 7,258 | $276K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -93.2% | 7,123 | $271K |
| Meridian Financial Partners LLC | 0.12% | No change | 6,125 | $233K |
| Raymond James & Associates | 0.00% | New | 5,945 | $226K |
| GeoWealth Management, LLC | 0.01% | New | 5,641 | $214K |
| Focus Financial Network, Inc. | 0.01% | New | 5,516 | $210K |
| Principal Securities, Inc. | 0.00% | Add +6.8% | 4,604 | $175K |
| Private Trust Co. NA | 0.02% | No change | 4,266 | $162K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.0% | 3,306 | $126K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 314 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 284 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -70.4% | 147 | $6K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 67 | $3K |
| Cwm, LLC | 0.00% | New | 47 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 50 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.5% | 42 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 32 | $1K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| FMR LLC | 0.00% | Reduce -73.3% | 4 | $152 |
"% of holder's portfolio" is RSPR's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.