Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q3 2024 (September 30)369holders −14
25new positions
36sold out
3famous investors
$37.67avg. 13F price*
At the end of Q3 2024, 369 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, down 14 from Q2 2024. 25 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($170.4M), Morgan Stanley ($101.2M) and Wells Fargo & Company ($79.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $8.3M |
| Exits | 36 | $22.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,544,532 shares bought and 21,550,848 shares sold, net −20,006,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Bank of America Corp. | 0.01% | Reduce -63.6% | 4,520,140 | $170.4M |
| Morgan Stanley | 0.01% | Add +2.3% | 2,685,568 | $101.2M |
| Wells Fargo & Company | 0.02% | Reduce -1.0% | 2,108,896 | $79.5M |
| UBS Group AG | 0.02% | Add +8.5% | 1,721,563 | $64.9M |
| Davis Investment Partners, LLC | 24.49% | Reduce -3.3% | 1,570,098 | $58.4M |
| LPL Financial LLC | 0.02% | Reduce -5.9% | 1,422,967 | $53.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -1.4% | 1,273,328 | $48.0M |
| Bouchey Financial Group, Ltd. | 3.77% | Reduce -12.1% | 1,119,616 | $42.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.70% | Add +9.3% | 1,071,300 | $40.4M |
| Royal Bank of Canada | 0.01% | Reduce -16.1% | 1,059,813 | $40.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.12% | Add +5.8% | 1,031,015 | $38.9M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -1.4% | 887,293 | $33.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -81.7% | 863,661 | $32.5M |
| Captrust Financial Advisors | 0.09% | Reduce -2.9% | 838,774 | $31.6M |
| PGIM Custom Harvest LLC | 0.57% | Reduce -7.3% | 740,668 | $27.9M |
| TD Waterhouse Canada Inc. | 0.19% | Add +11.9% | 632,398 | $23.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -53.8% | 603,807 | $22.8M |
| Baker Avenue Asset Management, LP | 0.61% | Reduce -11.3% | 507,948 | $19.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 486,572 | $18.3M |
| Graypoint LLC | 1.12% | Reduce -1.3% | 461,287 | $17.4M |
| Raymond James & Associates | 0.01% | Add +18.4% | 423,904 | $16.0M |
| StoneX Group Inc. | 1.16% | Add +5.3% | 422,771 | $15.9M |
| Activest Wealth Management | 4.63% | Reduce -3.1% | 397,318 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.8% | 390,394 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -10.8% | 377,129 | $14.2M |
| BNP Paribas Financial Markets | 0.01% | Add +99.6% | 340,684 | $12.8M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +0.6% | 329,594 | $12.4M |
| Private Advisor Group, LLC | 0.07% | Add +3.1% | 317,460 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.4% | 293,913 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.8% | 286,304 | $10.8M |
| Detalus Advisors, LLC | 3.48% | Add +0.1% | 277,893 | $10.5M |
| Chicago Wealth Management, Inc. | 5.43% | Add +0.5% | 269,855 | $10.2M |
| Destination Wealth Management | 0.31% | Reduce -1.1% | 264,540 | $10.0M |
| Cerity Partners LLC | 0.02% | Add +4.5% | 263,000 | $9.9M |
| Condor Capital Management | 0.84% | Add +0.7% | 247,421 | $9.3M |
| Mariner, LLC | 0.02% | Reduce -12.7% | 245,231 | $9.2M |
| Treynor Bancshares, Inc. | 9.14% | Add +30.1% | 236,753 | $8.9M |
| SignalPoint Asset Management, LLC | 2.02% | Add +0.7% | 228,406 | $8.6M |
| FRG Family Wealth Advisors LLC | 1.52% | No change | 225,245 | $8.5M |
| Walled Lake Planning & Wealth Management, LLC | 2.98% | Reduce -0.3% | 210,654 | $7.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +39.2% | 203,112 | $7.7M |
| Stifel Financial Corp. | 0.01% | Reduce -21.1% | 197,114 | $7.4M |
| Smith Anglin Financial, LLC | 0.69% | Add +1.0% | 190,701 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -49.7% | 190,179 | $7.2M |
| Cascade Wealth Advisors, Inc | 4.91% | Reduce -4.0% | 182,427 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 3.05% | Reduce -4.4% | 175,652 | $6.6M |
| Phoenix Financial Ltd. | 0.10% | Reduce -19.5% | 173,290 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +5.9% | 168,088 | $6.3M |
| Neville Rodie & Shaw Inc. | 0.44% | Reduce -9.6% | 157,809 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +2.3% | 157,067 | $5.9M |
| Cavalier Investments, LLC | 1.76% | No change | 152,430 | $5.7M |
| GTS Securities LLC | 0.11% | Reduce -23.7% | 150,325 | $5.7M |
| Islay Capital Management, LLC | 3.75% | Add +3.6% | 147,147 | $5.5M |
| Sage Rhino Capital LLC | 1.21% | Reduce -0.1% | 144,335 | $5.4M |
| Raub Brock Capital Management LP | 1.10% | Add +0.3% | 143,957 | $5.4M |
| Lido Advisors, LLC | 0.04% | Reduce -6.8% | 141,966 | $5.4M |
| Advisory Services Network, LLC | 0.11% | No change | 139,419 | $5.1M |
| Cetera Investment Advisers | 0.01% | Reduce -42.3% | 135,267 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +3.2% | 134,387 | $5.1M |
| Yoder Wealth Management, Inc. | 2.97% | Add +5.3% | 131,215 | $4.9M |
| WMS Partners, LLC | 0.28% | Reduce -4.6% | 130,555 | $4.9M |
| Venture Visionary Partners LLC | 0.21% | Add +10.1% | 125,981 | $4.7M |
| Legacy Private Trust Co. | 0.32% | Add +27.1% | 125,548 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -11.1% | 124,050 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -23.3% | 122,898 | $4.6M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -28.5% | 116,325 | $4.4M |
| Laidlaw Wealth Management LLC | 2.14% | No change | 114,570 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +72.4% | 111,255 | $4.2M |
| Park Avenue Securities LLC | 0.05% | Reduce -9.2% | 111,137 | $4.2M |
| Vista Investment Management | 1.47% | Add +0.3% | 103,652 | $3.9M |
| Redhawk Wealth Advisors, Inc. | 0.55% | Add +1.2% | 101,463 | $3.8M |
| Stephens Inc. | 0.05% | Reduce -1.4% | 93,979 | $3.5M |
| Hartford Financial Management Inc. | 0.72% | No change | 93,553 | $3.5M |
| Capital Market Strategies LLC | 2.13% | Add +0.1% | 93,288 | $3.5M |
| Koshinski Asset Management, Inc. | 0.30% | Reduce -2.3% | 92,508 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -54.5% | 91,933 | $3.5M |
| MBL Wealth, LLC | 0.37% | Reduce -28.7% | 91,576 | $3.5M |
| Walker Asset Management, LLC | 2.01% | Reduce -3.6% | 86,065 | $3.2M |
| Jmac Enterprises LLC | 0.48% | Add +0.9% | 80,393 | $3.0M |
| Essex Private Wealth Management, LLC | 6.84% | Reduce -0.6% | 77,089 | $2.9M |
| Halter Ferguson Financial Inc. | 1.62% | Reduce -1.5% | 75,896 | $2.9M |
| Kennicott Capital Management LLC | 1.10% | No change | 75,882 | $2.9M |
| Empirical Asset Management, LLC | 1.01% | Reduce -0.7% | 75,040 | $2.8M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.8M |
| Creative Planning | 0.00% | Add +40.9% | 73,833 | $2.8M |
| Allen Capital Group, LLC | 0.35% | Reduce -1.7% | 73,446 | $2.8M |
| Biltmore Family Office, LLC | 0.47% | Reduce -2.5% | 72,289 | $2.7M |
| Apriem Advisors | 0.32% | Add +0.0% | 71,544 | $2.7M |
| Regal Investment Advisors LLC | 0.18% | Reduce -66.9% | 69,431 | $2.6M |
| Quantinno Capital Management LP | 0.03% | Add +11.1% | 67,972 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.1% | 67,651 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.38% | Reduce -1.1% | 66,923 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Reduce -9.2% | 65,610 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -69.0% | 58,840 | $2.3M |
| Fortis Advisors, LLC | 1.46% | New | 59,710 | $2.3M |
| Valicenti Advisory Services Inc. | 0.58% | Add +2.7% | 59,481 | $2.2M |
| Vishria Bird Financial Group, LLC | 0.84% | No change | 59,040 | $2.2M |
| DHJJ Financial Advisors, Ltd. | 0.87% | Add +0.6% | 58,510 | $2.2M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -1.8% | 51,030 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +0.0% | 50,838 | $1.9M |
"% of holder's portfolio" is RSPT's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.