Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q4 2024 (December 31)369holders
15new positions
28sold out
3famous investors
$37.42avg. 13F price*
At the end of Q4 2024, 369 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, unchanged from Q3 2024. 15 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($162.3M), Wells Fargo & Company ($95.8M) and Morgan Stanley ($81.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $75.0M |
| Exits | 28 | $15.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,799,890 shares bought and 3,847,576 shares sold, net −47,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Bank of America Corp. | 0.01% | Reduce -4.0% | 4,337,417 | $162.3M |
| Wells Fargo & Company | 0.02% | Add +21.4% | 2,561,272 | $95.8M |
| Morgan Stanley | 0.01% | Reduce -18.8% | 2,180,777 | $81.6M |
| UBS Group AG | 0.02% | Add +10.1% | 1,894,968 | $70.9M |
| LPL Financial LLC | 0.02% | Add +13.8% | 1,618,579 | $60.6M |
| Davis Investment Partners, LLC | 23.26% | Reduce -5.8% | 1,478,689 | $55.2M |
| Raymond James Financial Inc. | 0.02% | — | 1,320,715 | $49.4M |
| Meitav Investment House Ltd. | 0.82% | New | 1,303,367 | $48.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.66% | No change | 1,071,300 | $40.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.08% | Add +3.9% | 1,071,011 | $40.1M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 1,070,020 | $40.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -22.4% | 987,596 | $37.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.9% | 838,858 | $31.4M |
| Captrust Financial Advisors | 0.09% | Reduce -3.6% | 808,447 | $30.3M |
| PGIM Custom Harvest LLC | 0.45% | Reduce -17.1% | 613,614 | $23.0M |
| Bouchey Financial Group, Ltd. | 1.81% | Reduce -50.7% | 552,294 | $20.7M |
| Baker Avenue Asset Management, LP | 0.61% | Add +4.3% | 530,045 | $19.8M |
| Independent Advisor Alliance | 0.24% | New | 484,774 | $18.1M |
| Activest Wealth Management | 4.88% | Add +17.5% | 466,770 | $17.5M |
| Graypoint LLC | 1.01% | Reduce -3.1% | 446,920 | $16.7M |
| StoneX Group Inc. | 0.89% | Add +2.3% | 432,339 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.8% | 420,657 | $15.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -30.9% | 417,373 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.6% | 410,752 | $15.4M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.0% | 373,493 | $14.0M |
| TD Waterhouse Canada Inc. | 0.11% | Reduce -41.1% | 372,254 | $13.9M |
| BNP Paribas Financial Markets | 0.01% | Add +2.9% | 350,688 | $13.1M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -0.6% | 327,706 | $12.3M |
| Allworth Financial LP | 0.06% | Add +71942.1% | 278,803 | $11.1M |
| Prasad Wealth Partners, LLC | 3.49% | — | 288,031 | $10.8M |
| Detalus Advisors, LLC | 3.48% | Add +1.6% | 282,241 | $10.6M |
| Chicago Wealth Management, Inc. | 5.37% | Add +2.3% | 276,041 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.2% | 266,776 | $10.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -16.5% | 264,946 | $9.9M |
| Condor Capital Management | 0.81% | Reduce -1.1% | 244,748 | $9.2M |
| Mariner, LLC | 0.02% | Reduce -0.4% | 244,352 | $9.1M |
| Destination Wealth Management | 0.28% | Reduce -9.5% | 239,355 | $9.0M |
| Stifel Financial Corp. | 0.01% | Add +17.0% | 230,625 | $8.6M |
| Smith Anglin Financial, LLC | 0.80% | Add +19.9% | 228,567 | $8.6M |
| FRG Family Wealth Advisors LLC | 1.52% | Reduce -0.4% | 224,355 | $8.4M |
| SignalPoint Asset Management, LLC | 1.96% | Reduce -5.8% | 215,173 | $8.1M |
| Walled Lake Planning & Wealth Management, LLC | 2.90% | Reduce -1.0% | 208,461 | $7.8M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +124.7% | 206,552 | $7.7M |
| Cerity Partners LLC | 0.02% | Reduce -26.9% | 192,320 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.2% | 171,323 | $6.4M |
| Neville Rodie & Shaw Inc. | 0.46% | Add +7.2% | 169,109 | $6.3M |
| Joseph P. Lucia & Associates, LLC | 2.80% | Reduce -4.0% | 168,619 | $6.3M |
| Cascade Wealth Advisors, Inc | 4.26% | Reduce -7.8% | 168,186 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +5.8% | 166,224 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.7% | 161,839 | $6.1M |
| Climber Capital SA | 4.89% | — | 166,509 | $5.9M |
| Lido Advisors, LLC | 0.03% | Add +2.1% | 144,989 | $5.4M |
| Raub Brock Capital Management LP | 1.14% | Reduce -0.0% | 143,896 | $5.4M |
| Yoder Wealth Management, Inc. | 2.97% | Add +9.6% | 143,851 | $5.4M |
| Islay Capital Management, LLC | 3.73% | Reduce -3.2% | 142,430 | $5.3M |
| Banco Santander, S.A. | 0.06% | New | 141,881 | $5.3M |
| Sage Rhino Capital LLC | 1.15% | Reduce -2.1% | 141,278 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 137,134 | $5.1M |
| Treynor Bancshares, Inc. | 5.24% | Reduce -43.9% | 132,785 | $5.0M |
| Advisory Services Network, LLC | 0.09% | Reduce -4.8% | 132,767 | $5.0M |
| WMS Partners, LLC | 0.27% | Reduce -2.0% | 127,921 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.8% | 127,866 | $4.8M |
| Venture Visionary Partners LLC | 0.20% | Add +1.3% | 127,592 | $4.8M |
| Fifth Third Securities, Inc. | 0.41% | Add +9.5% | 127,417 | $4.8M |
| Legacy Private Trust Co. | 0.30% | Reduce -1.4% | 123,847 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -39.2% | 123,518 | $4.6M |
| Park Avenue Securities LLC | 0.04% | Add +4.7% | 116,307 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -6.4% | 116,088 | $4.3M |
| Laidlaw Wealth Management LLC | 1.87% | No change | 114,570 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -41.8% | 110,639 | $4.1M |
| Redhawk Wealth Advisors, Inc. | 0.55% | Add +6.4% | 107,963 | $4.0M |
| Vista Investment Management | 1.47% | Reduce -0.0% | 103,629 | $3.9M |
| Phoenix Financial Ltd. | 0.05% | Reduce -42.2% | 100,160 | $3.7M |
| Stephens Inc. | 0.05% | Add +5.5% | 99,160 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -7.4% | 113,771 | $3.6M |
| Capital Market Strategies LLC | 2.04% | Add +0.9% | 94,170 | $3.5M |
| Hartford Financial Management Inc. | 0.72% | No change | 93,553 | $3.5M |
| Koshinski Asset Management, Inc. | 0.29% | Reduce -0.7% | 91,904 | $3.4M |
| MBL Wealth, LLC | 0.34% | Reduce -0.7% | 90,977 | $3.4M |
| Principal Securities, Inc. | 0.08% | Add +1351.1% | 90,924 | $3.4M |
| Walker Asset Management, LLC | 1.94% | Reduce -1.9% | 84,413 | $3.2M |
| Jmac Enterprises LLC | 0.48% | Add +2.1% | 82,123 | $3.1M |
| Creative Planning | 0.00% | Add +10.2% | 81,354 | $3.0M |
| Quantinno Capital Management LP | 0.03% | Add +14.0% | 77,507 | $2.9M |
| Halter Ferguson Financial Inc. | 1.23% | Add +1.7% | 77,213 | $2.9M |
| Plan A Wealth LLC | 2.57% | — | 75,062 | $2.8M |
| Empirical Asset Management, LLC | 0.93% | No change | 75,040 | $2.8M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.8M |
| Kennicott Capital Management LLC | 1.40% | Reduce -3.9% | 72,913 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.4% | 72,663 | $2.7M |
| Apriem Advisors | 0.31% | Add +0.0% | 71,546 | $2.7M |
| Allen Capital Group, LLC | 0.33% | Reduce -2.9% | 71,293 | $2.7M |
| Biltmore Family Office, LLC | 0.45% | Reduce -1.8% | 71,014 | $2.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +0.5% | 67,230 | $2.5M |
| Bawa N Mallick Trust | 1.05% | — | 64,080 | $2.4M |
| Fortis Advisors, LLC | 1.51% | Add +2.9% | 61,434 | $2.3M |
| Vishria Bird Financial Group, LLC | 0.77% | No change | 59,040 | $2.2M |
| DHJJ Financial Advisors, Ltd. | 0.85% | Reduce -0.1% | 58,480 | $2.2M |
| Valicenti Advisory Services Inc. | 0.53% | Reduce -5.0% | 56,531 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -12.1% | 51,704 | $2.0M |
"% 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.