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Invesco S&P 500 Equal Weight Financials ETF (RSPF) Institutional Ownership

$76.32 +0.67 (+0.89%)
Closing price 10/24/2025 04:10 PM Eastern
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$76.39 +0.07 (+0.09%)
As of 10/24/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight Financials ETF (NYSEARCA:RSPF)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$31.59M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$10.05M
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RSPF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025Arkansas Financial Group Inc.35,896$2.80M0.4%-4.0%0.861%
10/23/2025 Joseph Group Capital Management104,088$8.10M2.3%+1.0%2.496%
10/23/2025 Strategic Blueprint LLC6,141$478K0.0%-6.3%0.147%
10/22/2025 Yoder Wealth Management Inc.43,758$3.40M1.6%+3.8%1.049%
10/22/2025 Accordant Advisory Group Inc3,477$270K0.2%N/A0.083%
10/21/2025 Silver Oak Securities Incorporated14,455$1.12M0.1%+86.6%0.347%
10/20/2025 Davis Investment Partners LLC72,565$5.60M1.9%-2.2%1.740%
10/20/2025 Joseph P. Lucia & Associates LLC80,226$6.24M2.4%-0.3%1.924%
10/17/2025 Sandbox Financial Partners LLC21,613$1.68M0.5%+1.6%0.518%
10/15/2025 Private Trust Co. NA3,122$243K0.0%-5.2%0.075%
10/15/2025 Friedenthal Financial8,116$631K0.3%-1.9%0.194%
10/14/2025 Farther Finance Advisors LLC51,851$4.03M0.1%-3.3%1.240%
10/14/2025 Walker Asset Management LLC20,400$1.59M0.9%+9.5%0.488%
10/10/2025 Focus Financial Network Inc.18,908$1.47M0.1%-3.7%0.452%
9/4/2025Osaic Holdings Inc.24,822$1.89M0.0%+2.5%0.591%
8/18/2025 Geneos Wealth Management Inc.6,658$507K0.0%+2.9%0.159%
8/15/2025Bank of America Corp DE254,979$19.41M0.0%-0.9%6.071%
8/14/2025Raymond James Financial Inc.16,970$1.29M0.0%-4.1%0.404%
8/14/2025NewEdge Advisors LLC142,532$10.85M0.1%+5.0%3.394%
8/13/2025PGIM Custom Harvest LLC41,204$3.14M0.1%+0.9%0.981%
8/13/2025Lido Advisors LLC11,151$849K0.0%-9.7%0.266%
8/12/2025AlphaCore Capital LLC1,148$87K0.0%+35.4%0.027%
8/12/2025MAI Capital Management11,340$863K0.0%+11.6%0.270%
8/11/2025HHM Wealth Advisors LLC2,395$182K0.0%+11.7%0.057%
8/8/2025Cetera Investment Advisers69,733$5.31M0.0%-3.5%1.672%
8/8/2025Creative Planning9,632$733K0.0%+11.9%0.231%
8/7/2025 Joseph Group Capital Management103,052$7.84M2.6%+0.4%2.471%
8/4/2025Arkadios Wealth Advisors17,657$1.34M0.0%N/A0.423%
8/1/2025Envestnet Asset Management Inc.6,184$471K0.0%+13.4%0.148%
7/30/2025 Strategic Blueprint LLC6,557$499K0.0%-34.1%0.157%
7/29/2025 Joseph P. Lucia & Associates LLC80,446$6.12M2.5%-1.3%1.929%
7/29/2025 Private Trust Co. NA3,293$251K0.0%-51.9%0.079%
7/29/2025 Harbor Asset Planning Inc.5,176$394K0.4%N/A0.124%
7/25/2025Envestnet Portfolio Solutions Inc.3,515$268K0.0%-4.1%0.084%
7/24/2025Live Oak Investment Partners22,138$1.69M1.3%+8.9%0.531%
7/22/2025Wealthcare Advisory Partners LLC4,317$329K0.0%-11.5%0.104%
7/22/2025 Yoder Wealth Management Inc.42,176$3.21M1.7%+6.4%1.011%
7/18/2025Truist Financial Corp8,617$656K0.0%+8.1%0.207%
7/17/2025 Walker Asset Management LLC18,638$1.42M0.8%+0.9%0.448%
7/16/2025Arkansas Financial Group Inc.37,396$2.86M0.4%-0.9%0.899%
7/15/2025McAdam LLC2,718$207K0.0%N/A0.065%
7/11/2025 Farther Finance Advisors LLC53,623$4.08M0.1%+4.1%1.289%
7/11/2025 Silver Oak Securities Incorporated7,746$590K0.0%+5.2%0.186%
7/10/2025Wealth Enhancement Advisory Services LLC93,885$7.29M0.0%+4.0%2.257%
7/10/2025 Focus Financial Network Inc.19,637$1.50M0.1%-1.5%0.472%
7/8/2025 Davis Investment Partners LLC74,235$5.69M2.0%-2.2%1.784%
5/21/2025Geneos Wealth Management Inc.6,468$469K0.0%-8.5%0.153%
5/16/2025Jones Financial Companies Lllp1,775$129K0.0%-74.1%0.042%
5/16/2025NewEdge Advisors LLC135,740$9.85M0.1%+13.7%3.186%
5/15/2025Royal Bank of Canada16,715$1.21M0.0%+3.2%0.392%
5/15/2025MAI Capital Management10,163$737K0.0%-3.4%0.239%
5/14/2025Freedom Investment Management Inc.7,759$563K0.0%-9.9%0.182%
5/14/2025PGIM Custom Harvest LLC40,818$2.96M0.1%-24.9%0.958%
5/12/2025Berger Financial Group Inc6,688$485K0.0%-5.9%0.157%
5/12/2025National Bank of Canada FI13,661$992K0.0%+68.7%0.321%
5/12/2025AlphaCore Capital LLC848$62K0.0%N/A0.020%
5/8/2025Harbour Investments Inc.16,676$1.21M0.0%-1.6%0.391%
5/7/2025LPL Financial LLC90,679$6.58M0.0%-29.3%2.129%
5/6/2025Cetera Investment Advisers72,253$5.24M0.0%+1.3%1.696%
5/5/2025Private Advisor Group LLC36,495$2.65M0.0%-4.4%0.857%
5/2/2025Allen Capital Group LLC54,258$3.94M0.4%-0.7%1.274%
4/30/2025Joseph Group Capital Management102,627$7.44M2.8%-0.2%2.409%
4/29/2025Strategic Blueprint LLC9,957$722K0.0%-6.7%0.234%
4/29/2025Silver Oak Securities Incorporated7,365$527K0.0%N/A0.173%
4/23/2025Live Oak Investment Partners20,334$1.48M1.2%-1.8%0.475%
4/22/2025Yoder Wealth Management Inc.39,655$2.88M1.6%-1.5%0.927%
4/22/2025PFG Investments LLC4,141$300K0.0%-18.7%0.097%
4/21/2025Envestnet Portfolio Solutions Inc.3,666$266K0.0%-28.0%0.086%
4/21/2025Friedenthal Financial8,398$609K0.4%-13.7%0.196%
4/17/2025Arkansas Financial Group Inc.37,741$2.49M0.4%+0.6%0.882%
4/17/2025Pacific Sun Financial Corp12,090$877K0.5%-1.7%0.282%
4/16/2025Wealth Enhancement Advisory Services LLC90,315$6.55M0.0%+3,138.3%2.110%
4/15/2025Davis Investment Partners LLC75,918$5.15M2.2%+0.7%1.774%
4/15/2025ForthRight Wealth Management LLC31,678$2.30M0.8%-2.0%0.740%
4/15/2025Focus Financial Network Inc.19,937$1.45M0.1%-13.4%0.466%
4/15/2025CX Institutional15,391$1.12M0.0%N/A0.360%
4/14/2025Farther Finance Advisors LLC51,534$3.74M0.1%N/A1.204%
4/11/2025SeaCrest Wealth Management LLC7,134$517K0.1%-3.3%0.167%
4/11/2025Sandbox Financial Partners LLC21,401$1.55M0.5%+2.8%0.500%
3/17/2025Wealth Enhancement Advisory Services LLC2,789$202K0.0%N/A0.065%
2/18/2025Sunbelt Securities Inc.17,324$1.25M0.1%+23.4%0.404%
2/17/2025CoreCap Advisors LLC357$26K0.0%N/A0.008%
2/17/2025Cetera Investment Advisers71,325$5.16M0.0%-5.7%1.663%
2/17/2025Citadel Advisors LLC4,427$320K0.0%+25.1%0.103%
2/17/2025Baker Avenue Asset Management LP40,807$2.95M0.1%N/A0.951%
2/17/2025Bank of America Corp DE257,298$18.62M0.0%+6.5%5.998%
2/17/2025Ameriprise Financial Inc.3,414$247K0.0%-5.2%0.080%
2/14/2025Lido Advisors LLC15,644$1.13M0.0%+20.0%0.365%
2/14/2025Berger Financial Group Inc7,106$514K0.0%-7.4%0.166%
2/14/2025MGO One Seven LLC5,890$426K0.0%-5.1%0.137%
2/14/2025Stifel Financial Corp19,007$1.38M0.0%+9.5%0.443%
2/14/2025Freedom Investment Management Inc.8,612$623K0.1%-15.1%0.201%
2/13/2025NewEdge Advisors LLC119,353$8.64M0.1%+2.5%2.782%
2/13/2025FRG Family Wealth Advisors LLC19,005$1.38M0.2%-1.9%0.443%
2/13/2025Raymond James Financial Inc.18,824$1.36M0.0%N/A0.439%
2/13/2025Bank of Montreal Can1,050$76K0.0%+89.2%0.024%
2/13/2025Wells Fargo & Company MN36,375$2.63M0.0%+1.9%0.848%
2/12/2025National Bank of Canada FI8,098$586K0.0%+70.3%0.189%
2/12/2025Joseph Group Capital Management102,788$7.44M2.9%-3.1%2.396%
2/12/2025Ausdal Financial Partners Inc.15,822$1.15M0.1%N/A0.369%
(Data available from 1/1/2016 forward)

RSPF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RSPF shares?

During the previous two years, 95 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($19.41M), NewEdge Advisors LLC ($10.85M), Joseph Group Capital Management ($8.10M), Wealth Enhancement Advisory Services LLC ($7.29M), LPL Financial LLC ($6.58M), Cetera Advisor Networks LLC ($6.27M), and Joseph P. Lucia & Associates LLC ($6.24M).Learn more on Invesco S&P 500 Equal Weight Financials ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Equal Weight Financials ETF's stock?

Of the 82 institutional investors that purchased Invesco S&P 500 Equal Weight Financials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($136.99K), Cetera Advisor Networks LLC ($107.01K), Cetera Investment Advisers ($94.48K), Wealth Enhancement Advisory Services LLC ($93.89K), Joseph P. Lucia & Associates LLC ($82.67K), Davis Investment Partners LLC ($77.46K), and SignalPoint Asset Management LLC ($63.70K).

How much institutional buying is happening at Invesco S&P 500 Equal Weight Financials ETF?

Institutional investors have bought a total of 432,973 shares in the last 24 months. This purchase volume represents approximately $31.59M in transactions.

Which of Invesco S&P 500 Equal Weight Financials ETF's major shareholders have been selling company stock?

Of the 45 institutional investors that sold Invesco S&P 500 Equal Weight Financials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($37.58K), PGIM Custom Harvest LLC ($13.53K), Focus Financial Network Inc. ($13.25K), Cetera Investment Advisers ($6.87K), ForthRight Wealth Management LLC ($6.52K), Jones Financial Companies Lllp ($5.07K), and Strategic Blueprint LLC ($4.53K).

How much institutional selling is happening at Invesco S&P 500 Equal Weight Financials ETF?

Institutional investors have sold a total of 137,792 shares in the last 24 months. This volume of shares sold represents approximately $10.05M in transactions.


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This page (NYSEARCA:RSPF) was last updated on 10/25/2025 by MarketBeat.com Staff
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