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Invesco ESG S&P 500 Equal Weight ETF (RSPE) Institutional Ownership

Invesco ESG S&P 500 Equal Weight ETF logo
$35.24 -0.01 (-0.03%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco ESG S&P 500 Equal Weight ETF (NYSEARCA:RSPE)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$9.59M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.00M
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RSPE Institutional Buying and Selling by Quarter

Invesco ESG S&P 500 Equal Weight ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC16,897$573K0.0%-11.1%0.845%
7/10/2026 Community Financial Services Group LLC12,379$421K0.1%+101.7%0.619%
7/1/2026 Eastern Bank566,258$19.20M0.3%+47.4%32.358%
5/19/2026Bank of America Corp DE26,505$780K0.0%+7.0%1.515%
4/17/2026 Stewardship Advisors LLC200,421$5.90M1.4%-7.1%12.147%
2/19/2026Invesco Ltd.43,484$1.30M0.0%+7.6%3.479%
2/17/2026Osaic Holdings Inc.10,807$322K0.0%+12.5%0.865%
2/17/2026Royal Bank of Canada1,203$36K0.0%N/A0.096%
2/12/2026 Commonwealth Equity Services LLC61,778$1.84M0.0%-47.1%4.942%
2/12/2026Betterment LLC15,525$462K0.0%N/A1.242%
2/12/2026 Sepio Capital LP8,651$258K0.0%N/A0.692%
2/11/2026 Focus Partners Advisor Solutions LLC9,975$297K0.0%-41.8%0.798%
2/6/2026 MJP Associates Inc. ADV13,680$408K0.1%+3.8%1.094%
2/4/2026 Advisor OS LLC13,680$408K0.0%+3.8%1.094%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC10,225$305K0.0%N/A0.818%
2/2/2026 Allegheny Financial Group15,147$451K0.1%N/A1.212%
1/28/2026 Mountain Capital Investment Advisors Inc.59,013$1.82M0.3%+1.5%4.721%
1/27/2026 Birch Hill Investment Advisors LLC8,860$264K0.0%-23.3%0.709%
1/16/2026 Heck Capital Advisors LLC19,636$585K0.0%-15.4%1.571%
1/15/2026 Stewardship Advisors LLC215,715$6.43M1.5%-5.3%17.257%
1/14/2026 Bond & Devick Financial Network Inc.12,270$366K0.1%+13.0%0.982%
11/14/2025 Tower Research Capital LLC TRC 29,463$851K0.0%+84.2%2.946%
11/12/2025 Focus Partners Advisor Solutions LLC17,137$497K0.0%N/A1.714%
11/5/2025 Envestnet Asset Management Inc.7,673$222K0.0%N/A0.767%
10/29/2025 Stewardship Advisors LLC227,892$6.59M1.6%-0.8%22.789%
10/23/2025 Birch Hill Investment Advisors LLC11,549$334K0.0%+3.3%1.216%
9/4/2025Osaic Holdings Inc.11,092$305K0.0%-8.0%1.232%
8/15/2025 Tower Research Capital LLC TRC 15,997$441K0.0%+172.0%1.777%
8/15/2025Bank of America Corp DE24,788$683K0.0%+2.8%2.754%
8/13/2025Invesco Ltd.41,102$1.13M0.0%+4.3%4.567%
8/8/2025Kingsview Wealth Management LLC8,000$220K0.0%N/A0.889%
8/8/2025 MJP Associates Inc. ADV13,127$362K0.1%+7.8%1.459%
7/30/2025 Birch Hill Investment Advisors LLC11,184$308K0.0%+24.8%1.243%
7/29/2025 Mountain Capital Investment Advisors Inc.57,785$1.61M0.3%+1.2%6.421%
7/24/2025 Blair William & Co. IL2,826$78K0.0%+17.0%0.314%
5/13/2025Heck Capital Advisors LLC23,239$605K0.1%-7.2%2.113%
5/12/2025Invesco Ltd.39,400$1.03M0.0%+5.5%3.582%
5/6/2025Advisor OS LLC12,177$317K0.0%+10.4%1.160%
4/30/2025MJP Associates Inc. ADV12,177$317K0.1%+10.4%1.160%
4/28/2025Mountain Capital Investment Advisors Inc.57,110$1.43M0.3%+22.9%5.439%
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4/18/2025Birch Hill Investment Advisors LLC8,959$233K0.0%N/A0.853%
4/17/2025Stewardship Advisors LLC232,709$6.05M1.6%+22.1%22.163%
4/9/2025Bond & Devick Financial Network Inc.10,689$278K0.1%N/A1.258%
2/25/2025Heck Capital Advisors LLC25,038$662K0.0%N/A3.130%
2/17/2025MJP Associates Inc. ADV11,034$292K0.1%+5.6%3.153%
2/17/2025Citadel Advisors LLC32,040$848K0.0%N/A9.154%
2/14/2025Tower Research Capital LLC TRC35,419$937K0.0%-18.4%10.120%
2/13/2025Mountain Capital Investment Advisors Inc.46,459$1.26M0.3%+7.0%13.274%
2/13/2025Invesco Ltd.37,351$988K0.0%N/A10.672%
2/10/2025Commonwealth Equity Services LLC26,848$710K0.0%+9.0%7.671%
2/5/2025Advisor OS LLC11,034$292K0.0%+5.6%3.153%
1/23/2025Heck Capital Advisors LLC25,038$662K0.0%N/A7.154%
1/21/2025Stewardship Advisors LLC190,543$5.04M1.4%N/A54.441%
11/15/2024MCIA Inc43,435$1.21M0.3%N/A12.410%
10/25/2024Voisard Asset Management Group Inc.3,695$102K0.0%+39.6%1.056%
7/31/2024Commonwealth Equity Services LLC22,014$553K0.0%+12.6%6.290%
7/16/2024Voisard Asset Management Group Inc.2,647$66K0.0%+18.3%0.756%
2/20/2024Voisard Asset Management Group Inc.3,017$73K0.0%N/A0.549%
11/9/2023Blair William & Co. IL2,416$53K0.0%N/A0.439%
11/8/2023New York Life Investment Management LLC25,353$552K0.0%+85.5%4.610%
10/23/2023Commonwealth Equity Services LLC19,366$422K0.0%-64.5%3.521%
10/11/2023Stewardship Advisors LLC124,647$2.71M1.1%-45.5%22.663%
10/10/2023National Bank of Canada FI10,204$217K0.0%+46.3%1.855%
8/11/2023Natixis21,693$499K0.0%+34.6%3.944%
8/8/2023Advisor OS LLC9,715$224K0.0%N/A1.766%
8/7/2023New York Life Investment Management LLC13,665$315K0.0%N/A2.485%
7/26/2023National Bank of Canada FI6,975$160K0.0%+142.6%1.395%
7/10/2023Stewardship Advisors LLC228,889$5.27M2.0%-2.4%45.778%
5/9/2023Tower Research Capital LLC TRC23,747$529K0.0%-30.8%4.749%
5/1/2023Arete Wealth Advisors LLC8,993$200.24B0.0%N/A1.799%
4/18/2023MJP Associates Inc. ADV10,013$223K0.1%N/A2.003%
4/12/2023National Bank of Canada FI2,875$64K0.0%N/A0.523%
4/12/2023Stewardship Advisors LLC234,411$5.22M2.0%+46.1%42.620%
2/7/2023Commonwealth Equity Services LLC55,122$1.20M0.0%+6.8%10.022%
1/13/2023Stewardship Advisors LLC160,426$3.48M1.4%+1.7%35.650%
11/10/2022Tower Research Capital LLC TRC17,701$343K0.0%-30.8%4.425%
10/11/2022Stewardship Advisors LLC157,729$3.05M1.3%N/A39.432%


RSPE Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of Invesco ESG S&P 500 Equal Weight ETF. The most heavily invested institutionals were Eastern Bank ($19.20M), Stewardship Advisors LLC ($5.90M), Commonwealth Equity Services LLC ($1.84M), Mountain Capital Investment Advisors Inc. ($1.82M), Invesco Ltd. ($1.30M), MCIA Inc ($1.21M), and Tower Research Capital LLC TRC ($851K).Learn more on Invesco ESG S&P 500 Equal Weight ETF's institutional investors.

Of the 26 institutional investors that purchased Invesco ESG S&P 500 Equal Weight ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stewardship Advisors LLC ($232.71K), Eastern Bank ($182.16K), Heck Capital Advisors LLC ($50.08K), Invesco Ltd. ($44.18K), MCIA Inc ($43.44K), Citadel Advisors LLC ($32.04K), and Tower Research Capital LLC TRC ($23.58K).

Institutional investors have bought a total of 297,870 shares in the last 24 months. This purchase volume represents approximately $9.59M in transactions.

The following institutional investors have sold Invesco ESG S&P 500 Equal Weight ETF stock in the last 24 months: Commonwealth Equity Services LLC ($54.95K), Stewardship Advisors LLC ($29.22K), Focus Partners Advisor Solutions LLC ($7.16K), Heck Capital Advisors LLC ($5.69K), Birch Hill Investment Advisors LLC ($2.69K), and Osaic Holdings Inc. ($965.00).

Institutional investors have sold a total of 100,675 shares in the last 24 months. This volume of shares sold represents approximately $3.00M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:RSPE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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