Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q3 2024 (September 30)103holders +7
16new positions
8sold out
$68.47avg. 13F price*
At the end of Q3 2024, 103 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, up 7 from Q2 2024. 16 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($25.1M), Raymond James Financial Services Advisors, Inc. ($16.1M) and Morgan Stanley ($14.1M).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V274
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $14.2M |
| Exits | 8 | $3.5M |
All 13F filers, Q2 2024 → Q3 2024: 392,130 shares bought and 147,093 shares sold, net +245,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| LPL Financial LLC | 0.01% | Add +17.5% | 364,870 | $25.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +1.4% | 234,382 | $16.1M |
| Morgan Stanley | 0.00% | Reduce -17.8% | 205,398 | $14.1M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +1.0% | 187,181 | $12.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 98,614 | $6.8M |
| Dakota Wealth Management | 0.13% | Reduce -1.9% | 83,788 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.1% | 83,314 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +5.3% | 69,297 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +548.5% | 63,667 | $4.4M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 62,406 | $4.3M |
| WealthCare Investment Partners, LLC | 1.33% | Reduce -9.4% | 44,908 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | New | 42,909 | $2.9M |
| Friedenthal Financial | 1.61% | Add +1.7% | 40,104 | $2.8M |
| Liberty One Investment Management, LLC | 0.28% | Reduce -0.7% | 39,380 | $2.7M |
| Advisory Services Network, LLC | 0.05% | No change | 43,476 | $2.5M |
| Jackson Wealth Management, LLC | 0.26% | Add +98.0% | 31,895 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 27,909 | $1.9M |
| Studio Investment Management LLC | 0.39% | Add +18.1% | 26,716 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +97.4% | 26,179 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +158.9% | 23,928 | $1.6M |
| Fsa Wealth Partners, Inc. | 0.39% | New | 23,615 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 22,734 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 21,885 | $1.5M |
| SignalPoint Asset Management, LLC | 0.32% | Reduce -1.2% | 20,036 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 19,685 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 17,827 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -5.8% | 16,571 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.9% | 15,848 | $1.1M |
| Flaharty Asset Management, LLC | 0.15% | Reduce -43.9% | 15,542 | $1.1M |
| Denver Wealth Management, Inc. | 0.42% | Add +0.7% | 13,361 | $918K |
| Pacific Sun Financial Corp | 0.49% | Reduce -8.1% | 12,952 | $890K |
| UBS Group AG | 0.00% | Add +37.8% | 12,598 | $865K |
| Waverly Advisors, LLC | 0.01% | Add +16.1% | 11,576 | $795K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -4.1% | 11,506 | $790K |
| Berger Financial Group, Inc | 0.05% | Reduce -14.3% | 10,890 | $748K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -3.1% | 10,102 | $694K |
| Stelac Advisory Services LLC | 0.28% | Reduce -10.1% | 9,912 | $681K |
| Scotia Capital Inc. | 0.00% | New | 9,703 | $667K |
| Royal Bank of Canada | 0.00% | Add +89.4% | 9,238 | $635K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.1% | 9,063 | $623K |
| Advisory Alpha, LLC | 0.02% | Add +8.9% | 8,779 | $603K |
| WESPAC Advisors SoCal, LLC | 0.14% | No change | 8,650 | $594K |
| Clearstead Advisors, LLC | 0.01% | New | 8,579 | $589K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,510 | $516K |
| Sage Capital Management, LLC | 0.24% | Add +0.6% | 7,152 | $491K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Reduce -0.8% | 7,095 | $487K |
| WESPAC Advisors, LLC | 0.35% | Add +25.7% | 6,826 | $469K |
| Elevation Wealth Partners, LLC | 0.20% | No change | 6,800 | $467K |
| Walker Asset Management, LLC | 0.27% | Reduce -7.1% | 6,396 | $439K |
| Lido Advisors, LLC | 0.00% | Add +5.5% | 5,668 | $389K |
| HighTower Advisors, LLC | 0.00% | Add +9.4% | 5,687 | $389K |
| Delos Wealth Advisors, LLC | 0.32% | No change | 5,296 | $364K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 4,753 | $327K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.2% | 4,688 | $322K |
| Raymond James & Associates | 0.00% | Add +22.8% | 4,367 | $300K |
| Sigma Planning Corp | 0.01% | Reduce -1.1% | 4,309 | $296K |
| Allen Capital Group, LLC | 0.04% | No change | 4,164 | $286K |
| Equitable Holdings, Inc. | 0.00% | Add +9.2% | 4,138 | $284K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 3,900 | $270K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 3,842 | $264K |
| Financial Advocates Investment Management | 0.01% | New | 3,454 | $237K |
| Jacobi Capital Management LLC | 0.02% | New | 3,314 | $228K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -6.7% | 3,302 | $227K |
| RFP Financial Group LLC | 0.07% | Reduce -3.8% | 3,213 | $221K |
| Focus Financial Network, Inc. | 0.01% | Reduce -7.8% | 3,088 | $212K |
| Sanctuary Wealth Management, L.L.C. | 0.15% | No change | 3,014 | $207K |
| Planning Directions Inc. | 0.12% | New | 2,989 | $205K |
| Comerica Bank | 0.00% | No change | 2,113 | $145K |
| Financial Perspectives, Inc | 0.05% | No change | 2,112 | $145K |
| Private Trust Co. NA | 0.01% | No change | 1,748 | $120K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.6% | 1,626 | $112K |
| Jones Financial Companies LLLP | 0.00% | Add +553.9% | 1,589 | $109K |
| IFP Advisors, Inc | 0.00% | Add +80.9% | 1,447 | $99K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.0% | 1,332 | $92K |
| Capital Analysts, LLC | 0.00% | Reduce -80.8% | 1,154 | $79K |
| National Bank of Canada | 0.00% | Reduce -10.6% | 982 | $67K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 867 | $60K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $54K |
| FMR LLC | 0.00% | Reduce -42.1% | 781 | $54K |
| US Bancorp \de | 0.00% | No change | 662 | $45K |
| First Horizon Advisors, Inc. | 0.00% | No change | 658 | $45K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 641 | $44K |
| Main Street Group, LTD | 0.02% | No change | 630 | $43K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 600 | $41K |
| Farther Finance Advisors, LLC | 0.00% | New | 600 | $41K |
| Signaturefd, LLC | 0.00% | No change | 580 | $40K |
| Anchor Investment Management, LLC | 0.00% | Add +0.2% | 562 | $39K |
| Arax Advisory Partners | 0.00% | Reduce -18.0% | 392 | $27K |
| Spire Wealth Management | 0.00% | No change | 300 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 290 | $20K |
| Principal Securities, Inc. | 0.00% | Reduce -35.9% | 278 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -15.6% | 286 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 276 | $19K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 250 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 224 | $15K |
| PSI Advisors, LLC | 0.00% | No change | 118 | $8K |
| Peoples Bank | 0.01% | New | 110 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 100 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 48 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 28 | $2K |
"% of holder's portfolio" is RSPU's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.