Invesco S&P 500 Equal WeightRSPUETF
13F holders, Q4 2024 (December 31)110holders +7
13new positions
9sold out
1famous investor
$65.74avg. 13F price*
At the end of Q4 2024, 110 institutions reported holding Invesco S&P 500 Equal Weight (RSPU) in their 13F filings, up 7 from Q3 2024. 13 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($25.0M), Atria Wealth Solutions, Inc. ($12.4M) and Morgan Stanley ($12.0M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V274
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.0M |
| Exits | 9 | $4.1M |
All 13F filers, Q3 2024 → Q4 2024: 299,555 shares bought and 117,021 shares sold, net +182,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| LPL Financial LLC | 0.01% | Add +4.3% | 380,543 | $25.0M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +0.7% | 188,559 | $12.4M |
| Morgan Stanley | 0.00% | Reduce -10.9% | 182,996 | $12.0M |
| Osaic Holdings, Inc. | 0.03% | Add +150.7% | 173,694 | $11.4M |
| Uniting Wealth Partners, LLC | 4.27% | — | 134,495 | $8.8M |
| Raymond James Financial Inc. | 0.00% | — | 106,507 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.6% | 102,120 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 83,776 | $5.5M |
| Dakota Wealth Management | 0.12% | Reduce -4.5% | 80,001 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +20.9% | 76,975 | $5.1M |
| Advisory Services Network, LLC | 0.09% | Add +73.8% | 75,572 | $5.0M |
| Bank of America Corp. | 0.00% | Add +2.5% | 63,944 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Add +15.6% | 49,607 | $3.3M |
| WealthCare Investment Partners, LLC | 1.29% | Add +0.2% | 44,978 | $3.0M |
| Friedenthal Financial | 1.53% | Reduce -0.5% | 39,912 | $2.6M |
| Liberty One Investment Management, LLC | 0.28% | Add +0.5% | 39,593 | $2.6M |
| Studio Investment Management LLC | 0.50% | Add +34.3% | 35,879 | $2.4M |
| UBS Group AG | 0.00% | Add +176.9% | 34,887 | $2.3M |
| Jackson Wealth Management, LLC | 0.24% | Add +1.8% | 32,463 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +31.1% | 31,379 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -6.7% | 26,046 | $1.7M |
| Marshall & Sterling Wealth Advisors Inc. | 1.13% | — | 24,879 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.8% | 22,603 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 21,936 | $1.4M |
| MFA Wealth Services | 1.13% | — | 21,414 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -8.2% | 20,860 | $1.4M |
| SignalPoint Asset Management, LLC | 0.31% | Reduce -3.4% | 19,364 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 18,774 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +7.1% | 17,750 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -32.6% | 17,642 | $1.2M |
| Flaharty Asset Management, LLC | 0.15% | Reduce -0.4% | 15,481 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.6% | 14,797 | $973K |
| Denver Wealth Management, Inc. | 0.42% | Add +6.3% | 14,210 | $934K |
| Waverly Advisors, LLC | 0.01% | Add +17.3% | 13,580 | $893K |
| D. E. Shaw & Co. | 0.00% | New | 12,946 | $851K |
| Pacific Sun Financial Corp | 0.46% | Reduce -1.3% | 12,782 | $840K |
| Susquehanna International Group, LLP | 0.00% | New | 12,298 | $808K |
| Berger Financial Group, Inc | 0.05% | No change | 10,890 | $716K |
| Fulcrum Equity Management | 0.69% | New | 10,627 | $699K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.5% | 10,150 | $667K |
| Stelac Advisory Services LLC | 0.25% | No change | 9,912 | $651K |
| Advisory Alpha, LLC | 0.02% | Add +7.9% | 9,470 | $622K |
| WESPAC Advisors SoCal, LLC | 0.13% | No change | 8,650 | $569K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.8% | 8,361 | $550K |
| Scotia Capital Inc. | 0.00% | Reduce -20.4% | 7,719 | $507K |
| Montis Financial, LLC | 0.15% | New | 7,296 | $480K |
| Sage Capital Management, LLC | 0.24% | Add +0.6% | 7,194 | $473K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Add +0.1% | 7,105 | $467K |
| Lido Advisors, LLC | 0.00% | Add +15.3% | 6,536 | $430K |
| Jane Street Group, LLC | 0.00% | New | 6,517 | $428K |
| Walker Asset Management, LLC | 0.26% | Add +1.4% | 6,489 | $427K |
| Global Retirement Partners, LLC | 0.01% | Add +11612.5% | 5,622 | $370K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 5,411 | $356K |
| Royal Bank of Canada | 0.00% | Reduce -41.8% | 5,381 | $353K |
| Delos Wealth Advisors, LLC | 0.27% | Reduce -1.5% | 5,216 | $343K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.6% | 4,726 | $311K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 4,717 | $310K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -59.3% | 4,679 | $308K |
| Allen Capital Group, LLC | 0.03% | No change | 4,164 | $274K |
| Equitable Holdings, Inc. | 0.00% | Add +0.4% | 4,154 | $273K |
| Fearless Solutions, LLC dba Best Invest | 0.21% | — | 4,095 | $269K |
| Wedbush Securities Inc. | 0.01% | New | 4,050 | $266K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 3,900 | $256K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 3,844 | $253K |
| Jones Financial Companies LLLP | 0.00% | Add +126.2% | 3,594 | $236K |
| Truist Financial Corp. | 0.00% | New | 3,506 | $230K |
| Financial Advocates Investment Management | 0.01% | Reduce -0.6% | 3,433 | $226K |
| Jacobi Capital Management LLC | 0.02% | Add +0.4% | 3,328 | $219K |
| Sigma Planning Corp | 0.01% | Reduce -23.4% | 3,303 | $217K |
| RFP Financial Group LLC | 0.08% | No change | 3,213 | $211K |
| Nova Wealth Management, Inc. | 0.18% | — | 3,162 | $208K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 3,098 | $204K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Reduce -9.1% | 2,739 | $180K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,639 | $173K |
| Financial Perspectives, Inc | 0.05% | No change | 2,112 | $139K |
| Private Trust Co. NA | 0.01% | No change | 1,748 | $115K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.7% | 1,637 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.4% | 1,484 | $98K |
| IFP Advisors, Inc | 0.00% | No change | 1,447 | $95K |
| Capital Analysts, LLC | 0.00% | No change | 1,154 | $76K |
| Comerica Bank | 0.00% | Reduce -47.3% | 1,113 | $73K |
| Principal Securities, Inc. | 0.00% | Add +257.2% | 993 | $65K |
| FMR LLC | 0.00% | Add +21.1% | 946 | $62K |
| MAI Capital Management | 0.00% | New | 867 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.0% | 852 | $56K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $52K |
| Anchor Investment Management, LLC | 0.00% | Add +26.9% | 713 | $47K |
| US Bancorp \de | 0.00% | No change | 662 | $44K |
| National Bank of Canada | 0.00% | Reduce -32.7% | 661 | $43K |
| First Horizon Advisors, Inc. | 0.00% | No change | 658 | $43K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 645 | $42K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 600 | $39K |
| Signaturefd, LLC | 0.00% | No change | 580 | $38K |
| AE Wealth Management LLC | 0.00% | New | 560 | $37K |
| Larson Financial Group LLC | 0.00% | Add +78.6% | 518 | $34K |
| Main Street Group, LTD | 0.01% | Reduce -28.3% | 452 | $30K |
| Arax Advisory Partners | 0.00% | No change | 392 | $26K |
| Spire Wealth Management | 0.00% | No change | 300 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 276 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 250 | $17K |
"% 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.