Invesco S&P 500 Equal WeightRSPRETF
13F holders, Q4 2024 (December 31)56holders +5
11new positions
5sold out
$35.18avg. 13F price*
At the end of Q4 2024, 56 institutions reported holding Invesco S&P 500 Equal Weight (RSPR) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 5 sold out. The largest holders were IFP Advisors, Inc ($9.6M), LPL Financial LLC ($8.4M) and Morgan Stanley ($3.6M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.5M |
| Exits | 5 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 196,297 shares bought and 227,907 shares sold, net −31,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| IFP Advisors, Inc | 0.31% | Add +7.4% | 272,529 | $9.6M |
| LPL Financial LLC | 0.00% | Reduce -4.7% | 239,870 | $8.4M |
| Morgan Stanley | 0.00% | Add +14.7% | 100,931 | $3.6M |
| Raymond James Financial Inc. | 0.00% | — | 92,801 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +24.6% | 72,599 | $2.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -5.2% | 57,485 | $2.0M |
| Sigma Planning Corp | 0.04% | New | 40,618 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | New | 38,973 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +23.4% | 34,297 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -9.3% | 30,931 | $1.1M |
| SignalPoint Asset Management, LLC | 0.24% | Reduce -2.5% | 28,161 | $991K |
| Interactive Financial Advisors, Inc. | 0.50% | Reduce -1.8% | 27,000 | $950K |
| Oxinas Partners, LLC | 0.53% | Reduce -29.1% | 25,460 | $896K |
| Wells Fargo & Company | 0.00% | Reduce -71.1% | 25,390 | $893K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 21,406 | $753K |
| Collaborative Wealth Managment Inc. | 0.34% | Reduce -3.0% | 21,150 | $744K |
| James Investment Research, Inc. | 0.09% | Reduce -0.3% | 20,779 | $731K |
| Cetera Investment Advisers | 0.00% | Add +32.4% | 20,340 | $716K |
| Capital Management Associates, Inc | 0.26% | New | 19,375 | $682K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.4% | 18,466 | $650K |
| Executive Wealth Management, LLC | 0.05% | Add +14.9% | 18,300 | $644K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 15,973 | $562K |
| Arkadios Wealth Advisors | 0.03% | Add +9.1% | 14,853 | $523K |
| UBS Group AG | 0.00% | Add +19.7% | 11,778 | $414K |
| Fortem Financial Group, LLC | 0.16% | No change | 11,627 | $409K |
| Lido Advisors, LLC | 0.00% | Add +1.9% | 10,982 | $386K |
| Goldman Sachs Group Inc. | 0.00% | Add +1.3% | 9,712 | $342K |
| Burns Matteson Capital Management, LLC | 0.19% | New | 9,666 | $340K |
| Walker Asset Management, LLC | 0.18% | Add +1.5% | 8,510 | $299K |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 8,493 | $299K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -45.7% | 7,897 | $278K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.3% | 7,166 | $252K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -1.4% | 7,020 | $247K |
| Equitable Holdings, Inc. | 0.00% | New | 6,386 | $225K |
| Meridian Financial Partners LLC | 0.11% | No change | 6,125 | $216K |
| Quantinno Capital Management LP | 0.00% | New | 6,000 | $211K |
| Berger Financial Group, Inc | 0.01% | Reduce -20.5% | 5,942 | $209K |
| Aptus Capital Advisors, LLC | 0.00% | New | 5,676 | $200K |
| GeoWealth Management, LLC | 0.01% | Reduce -5.9% | 5,308 | $187K |
| Principal Securities, Inc. | 0.00% | Add +9.1% | 5,025 | $177K |
| Private Trust Co. NA | 0.02% | No change | 4,266 | $150K |
| Geneos Wealth Management Inc. | 0.01% | Add +23.4% | 4,081 | $144K |
| Noble Wealth Management PBC | 0.03% | — | 1,250 | $44K |
| Glenmede Trust Co. NA | 0.00% | New | 750 | $26K |
| Bank of Montreal | 0.00% | New | 495 | $14K |
| JPMorgan Chase & Co. | 0.00% | Add +792.9% | 375 | $13K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 316 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 284 | $10K |
| MAI Capital Management | 0.00% | New | 185 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 147 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 67 | $2K |
| Cwm, LLC | 0.00% | No change | 47 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | Add +40.6% | 45 | $2K |
| Key Financial Inc | 0.00% | No change | 31 | $1K |
| Global Retirement Partners, LLC | 0.00% | New | 24 | $850 |
| FMR LLC | 0.00% | Reduce -75.0% | 1 | $35 |
"% 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.