Invesco S&P 500 Equal WeightRSPSETF
13F holders, Q4 2024 (December 31)116holders +4
11new positions
9sold out
1famous investor
$30.10avg. 13F price*
At the end of Q4 2024, 116 institutions reported holding Invesco S&P 500 Equal Weight (RSPS) in their 13F filings, up 4 from Q3 2024. 11 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($11.5M), Bank of America Corp. ($7.8M) and Morgan Stanley ($6.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V373
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.0M |
| Exits | 9 | $30.5M |
All 13F filers, Q3 2024 → Q4 2024: 179,502 shares bought and 1,960,164 shares sold, net −1,780,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| LPL Financial LLC | 0.00% | Reduce -44.9% | 382,700 | $11.5M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 259,067 | $7.8M |
| Morgan Stanley | 0.00% | Reduce -13.2% | 213,483 | $6.4M |
| Affiance Financial, LLC | 1.08% | Reduce -9.8% | 150,535 | $4.5M |
| Private Wealth Group, LLC | 2.19% | Add +0.3% | 148,988 | $4.5M |
| Cetera Investment Advisers | 0.01% | Reduce -3.3% | 119,155 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +15.7% | 118,791 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.8% | 116,356 | $3.5M |
| UBS Group AG | 0.00% | Add +35.1% | 104,208 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -25.8% | 89,015 | $2.7M |
| Csenge Advisory Group | 0.13% | Add +4.4% | 78,573 | $2.4M |
| Pacific Sun Financial Corp | 1.19% | Reduce -6.3% | 72,690 | $2.2M |
| Weaver Capital Management LLC | 0.61% | Reduce -3.8% | 71,566 | $2.2M |
| WealthBridge Capital Management, LLC | 0.54% | Reduce -4.3% | 64,289 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 63,634 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +9.1% | 57,325 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -58.4% | 56,982 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +5.8% | 54,828 | $1.7M |
| Stelac Advisory Services LLC | 0.63% | No change | 53,538 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.71% | Reduce -0.1% | 53,405 | $1.6M |
| Friedenthal Financial | 0.85% | Reduce -1.3% | 48,337 | $1.5M |
| SignalPoint Asset Management, LLC | 0.33% | Reduce -3.2% | 45,520 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.2% | 43,736 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.50% | Reduce -4.1% | 42,412 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 41,009 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.6% | 40,944 | $1.2M |
| Cahill Financial Advisors Inc. | 0.17% | Reduce -3.1% | 40,796 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -4.1% | 40,371 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.5% | 38,091 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 32,951 | $992K |
| SFI Advisors, LLC | 0.69% | New | 32,568 | $980K |
| Jane Street Group, LLC | 0.00% | Reduce -21.1% | 30,557 | $920K |
| Yoder Wealth Management, Inc. | 0.49% | Add +5.9% | 29,429 | $886K |
| Wells Fargo & Company | 0.00% | Reduce -13.4% | 29,345 | $883K |
| Mariner, LLC | 0.00% | Reduce -3.3% | 28,006 | $843K |
| First Heartland Consultants, Inc. | 0.09% | Reduce -4.7% | 27,816 | $837K |
| Raymond James Financial Inc. | 0.00% | — | 27,762 | $836K |
| Planning Directions Inc. | 0.46% | Reduce -21.0% | 26,344 | $793K |
| Focus Financial Network, Inc. | 0.03% | Reduce -13.3% | 21,055 | $634K |
| Citadel Advisors | 0.00% | Reduce -38.1% | 19,514 | $587K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -39.8% | 19,125 | $576K |
| Goldman Sachs Group Inc. | 0.00% | Add +87.4% | 19,054 | $574K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +2.9% | 17,986 | $541K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 17,143 | $516K |
| Tsfg, LLC | 0.10% | Reduce -0.1% | 16,721 | $503K |
| Royal Fund Management, LLC | 0.05% | Reduce -53.3% | 16,685 | $502K |
| TFG Advisers LLC | 0.18% | Reduce -2.3% | 16,687 | $502K |
| Monument Capital Management | 0.14% | Add +0.1% | 16,413 | $494K |
| Lido Advisors, LLC | 0.00% | Add +21.6% | 16,103 | $485K |
| Walker Asset Management, LLC | 0.30% | Add +1.1% | 16,090 | $484K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.6% | 15,758 | $474K |
| Certified Advisory Corp | 0.05% | Reduce -95.5% | 15,702 | $473K |
| Optas, LLC | 0.10% | No change | 15,619 | $470K |
| Laidlaw Wealth Management LLC | 0.20% | Reduce -5.3% | 15,485 | $466K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 15,485 | $466K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.7% | 14,173 | $427K |
| Blackston Financial Advisory Group, LLC | 0.21% | Reduce -5.4% | 14,170 | $427K |
| Sage Capital Management, LLC | 0.21% | Add +0.4% | 13,774 | $415K |
| Bison Wealth, LLC | 0.09% | Reduce -1.5% | 13,465 | $405K |
| Retirement Planning Group, LLC | 0.02% | No change | 12,409 | $374K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.3% | 12,336 | $371K |
| Quantinno Capital Management LP | 0.00% | Reduce -19.9% | 12,099 | $364K |
| Fearless Solutions, LLC dba Best Invest | 0.26% | — | 11,225 | $338K |
| Kovack Advisors, Inc. | 0.03% | Add +0.1% | 10,734 | $323K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -45.1% | 10,102 | $304K |
| Creative Planning | 0.00% | Add +0.0% | 9,619 | $290K |
| Vista Investment Management | 0.10% | Add +4.5% | 9,161 | $276K |
| Fortune Financial Advisors, LLC | 0.24% | Add +0.1% | 8,860 | $267K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,410 | $253K |
| Clearstead Advisors, LLC | 0.00% | New | 8,106 | $244K |
| Empirical Asset Management, LLC | 0.08% | Reduce -15.5% | 7,940 | $239K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.3% | 7,776 | $234K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.3% | 7,670 | $231K |
| FMR LLC | 0.00% | Reduce -6.1% | 7,478 | $225K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,405 | $223K |
| MML Investors Services, LLC | 0.00% | Add +7.0% | 7,292 | $220K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.5% | 7,293 | $220K |
| Allworth Financial LP | 0.00% | Add +187.5% | 7,471 | $218K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -9.1% | 7,152 | $215K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.6% | 7,100 | $214K |
| Private Trust Co. NA | 0.02% | No change | 6,720 | $202K |
| Royal Bank of Canada | 0.00% | Reduce -76.5% | 6,064 | $183K |
| Avior Wealth Management, LLC | 0.00% | No change | 4,050 | $122K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 3,999 | $120K |
| Jones Financial Companies LLLP | 0.00% | Add +55.7% | 3,454 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,500 | $103K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.0% | 3,150 | $95K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,600 | $78K |
| MAI Capital Management | 0.00% | New | 1,994 | $60K |
| Principal Securities, Inc. | 0.00% | No change | 1,400 | $42K |
| Howe & Rusling Inc. | 0.00% | No change | 1,338 | $40K |
| Legend Financial Advisors, Inc. | 0.02% | No change | 1,088 | $33K |
| McClarren Financial Advisors, Inc. | 0.08% | Add +2937.5% | 972 | $29K |
| Cwm, LLC | 0.00% | No change | 910 | $27K |
| AE Wealth Management LLC | 0.00% | New | 794 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 793 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -43.5% | 720 | $22K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 614 | $18K |
| Capital Analysts, LLC | 0.00% | Add +64.9% | 610 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 500 | $15K |
"% of holder's portfolio" is RSPS's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.