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

Invesco S&P 500 Equal Weight Financials ETF logo
$81.07 0.00 (0.00%)
As of 07/2/2026 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)
$22.94M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$31.85M
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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
7/2/2026 CX Institutional514$40K0.0%-90.9%0.014%
6/3/2026NewEdge Advisors LLC32,038$2.29M0.0%-78.7%0.880%
5/27/2026Allen Capital Group LLC51,087$3.65M0.3%-1.6%1.403%
5/19/2026NewEdge Advisors LLC31,827$2.27M0.0%-78.9%0.874%
5/19/2026Bank of America Corp DE252,117$18.00M0.0%+2.6%6.926%
5/19/2026Arkadios Wealth Advisors16,897$1.21M0.0%-4.4%0.464%
5/18/2026Sunbelt Securities Inc.20,838$1.49M0.1%+9.2%0.572%
5/18/2026Royal Bank of Canada10,543$753K0.0%-29.5%0.290%
5/14/2026Lido Advisors LLC11,526$823K0.0%+4.1%0.317%
5/13/2026Cetera Investment Advisers53,849$3.84M0.0%-51.1%1.479%
5/8/2026Pacific Sun Financial Corp12,850$917K0.4%+5.6%0.353%
5/5/2026Geneos Wealth Management Inc.7,623$544K0.0%+19.0%0.209%
4/30/2026Kestra Advisory Services LLC7,916$565K0.0%-46.6%0.216%
4/29/2026Dumont & Blake Investment Advisors LLC11,814$843K0.2%-3.7%0.322%
4/27/2026Private Advisor Group LLC17,949$1.28M0.0%-7.6%0.488%
4/24/2026Walker Asset Management LLC21,765$1.55M0.8%+6.6%0.591%
4/22/2026Yoder Wealth Management Inc.44,502$3.18M1.4%+2.9%1.209%
4/18/2026HHM Wealth Advisors LLC1,800$129K0.0%-29.3%0.049%
2/18/2026NewEdge Advisors LLC150,684$11.83M0.0%-1.7%3.884%
2/18/2026Asset One Wealth Management LLC4,235$332K0.0%N/A0.109%
2/17/2026Cetera Investment Advisers110,023$8.64M0.0%-3.3%2.836%
2/17/2026Osaic Holdings Inc.13,405$1.05M0.0%-44.6%0.345%
2/17/2026Royal Bank of Canada14,954$1.17M0.0%-12.8%0.385%
2/17/2026Blair William & Co. IL2,200$173K0.0%-6.4%0.057%
2/16/2026Perryman Financial Advisory Inc. AD10,270$806K0.1%N/A0.265%
2/16/2026MML Investors Services LLC5,274$414K0.0%+15.7%0.136%
2/16/2026Arax Advisory Partners449$35K0.0%N/A0.012%
2/13/2026Kestra Advisory Services LLC14,817$1.16M0.0%+13.0%0.382%
2/13/2026Stifel Financial Corp15,673$1.23M0.0%-10.7%0.404%
2/13/2026Arkadios Wealth Advisors17,668$1.39M0.0%-2.2%0.455%
2/13/2026Wells Fargo & Company MN53,662$4.21M0.0%+14.0%1.383%
2/12/2026Commonwealth Equity Services LLC4,085$321K0.0%-11.0%0.105%
2/12/2026Sykon Capital LLC11,294$887K0.3%N/A0.291%
2/12/2026Steward Partners Investment Advisory LLC1,163$91K0.0%N/A0.030%
2/11/2026LPL Financial LLC88,350$6.94M0.0%-2.3%2.277%
2/11/2026JPMorgan Chase & Co.64,600$5.07M0.0%-0.8%1.665%
2/10/2026Goldman Sachs Group Inc.24,700$1.94M0.0%+10.8%0.637%
2/9/2026Harbour Investments Inc.15,818$1.24M0.0%-3.0%0.408%
2/9/2026Clearstead Advisors LLC4,190$329K0.0%-20.1%0.108%
2/9/2026Allen Capital Group LLC51,911$4.08M0.4%-1.1%1.338%
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2/6/2026Evoke Wealth LLC10,029$787K0.0%N/A0.258%
2/6/2026IFP Advisors Inc451$35K0.0%N/A0.012%
2/6/2026HighTower Advisors LLC17,963$1.41M0.0%-10.2%0.463%
2/5/2026Hills Bank & Trust Co8,729$685K0.0%N/A0.225%
2/5/2026Northwestern Mutual Wealth Management Co.78,575$6.17M0.0%+32,235.4%2.025%
2/3/2026MGO One Seven LLC4,081$320K0.0%-24.5%0.105%
1/30/2026Joseph Group Capital Management105,773$8.30M2.2%+1.6%2.726%
1/29/2026Dumont & Blake Investment Advisors LLC12,266$963K0.2%-2.0%0.316%
1/29/2026UBS Group AG56,050$4.40M0.0%-45.1%1.445%
1/28/2026Geneos Wealth Management Inc.6,405$503K0.0%-3.4%0.165%
1/28/2026Joseph P. Lucia & Associates LLC79,653$6.25M2.3%-0.7%2.053%
1/27/2026Friedenthal Financial7,713$605K0.3%-5.0%0.199%
1/26/2026Harbor Asset Planning Inc.4,733$372K0.3%-8.9%0.122%
1/23/2026Farther Finance Advisors LLC51,098$4.01M0.0%-1.5%1.314%
1/22/2026Yoder Wealth Management Inc.43,252$3.40M1.5%-1.2%1.112%
1/21/2026BIP Wealth LLC5,974$469K0.0%N/A0.154%
1/21/2026FRG Family Wealth Advisors LLC16,660$1.31M0.2%-3.9%0.428%
1/15/2026Silver Oak Securities Incorporated14,236$1.13M0.1%-1.5%0.365%
1/14/2026Wealthcare Advisory Partners LLC3,794$298K0.0%-11.1%0.097%
1/12/2026Focus Financial Network Inc.17,815$1.40M0.0%-5.8%0.456%
1/6/2026Davis Investment Partners LLC66,249$5.20M1.8%-8.7%1.694%
1/1/2026JPMorgan Chase & Co.65,138$5.07M0.0%+0.8%1.570%
11/19/2025Sunbelt Securities Inc.19,085$1.48M0.1%+10.2%0.460%
11/18/2025Advisory Services Network LLC500$39K0.0%N/A0.012%
11/17/2025NewEdge Advisors LLC153,319$11.93M0.1%+7.6%3.694%
11/17/2025Susquehanna International Group LLP12,769$993K0.0%+180.9%0.308%
11/17/2025National Bank of Canada FI19,699$1.53M0.0%+1.3%0.475%
11/17/2025Citadel Advisors LLC7,522$585K0.0%+27.2%0.181%
11/17/2025Ausdal Financial Partners Inc.22,304$1.74M0.1%+2.3%0.537%
11/17/2025Bank of America Corp DE280,253$21.80M0.0%+9.9%6.753%
11/14/2025Raymond James Financial Inc.18,269$1.42M0.0%+7.7%0.440%
11/14/2025PGIM Custom Harvest LLC40,122$3.12M0.0%-2.6%0.967%
11/14/2025Two Sigma Investments LP7,500$583K0.0%-5.1%0.181%
11/13/2025UBS Group AG102,122$7.94M0.0%-3.0%2.461%
11/13/2025Private Advisor Group LLC23,024$1.79M0.0%-3.5%0.555%
11/12/2025One Charles Private Wealth Services LLC4,762$370K0.1%+11.0%0.115%
11/12/2025Empirical Asset Management LLC7,302$568K0.1%-3.9%0.176%
11/10/2025MAI Capital Management10,965$853K0.0%-3.3%0.264%
11/10/2025Clearstead Advisors LLC5,245$408K0.0%-4.2%0.126%
11/7/2025JPMorgan Chase & Co.65,138$5.07M0.0%+0.8%1.570%
11/7/2025HighTower Advisors LLC19,997$1.56M0.0%-1.2%0.482%
11/4/2025Jones Financial Companies Lllp11,857$922K0.0%+11.9%0.286%
11/4/2025Thrivent Financial for Lutherans16,135$1.26M0.0%N/A0.389%
10/30/2025Envestnet Portfolio Solutions Inc.3,258$253K0.0%-7.3%0.079%
10/29/2025Live Oak Investment Partners23,173$1.80M0.9%+4.7%0.558%
10/29/2025Arkadios Wealth Advisors18,063$1.41M0.0%+2.3%0.435%
10/29/2025HHM Wealth Advisors LLC2,547$198K0.0%+6.3%0.061%
10/28/2025Live Oak Investment Partners26,418$2.06M1.5%+19.3%0.637%
10/27/2025Allen Capital Group LLC52,509$4.08M0.4%-0.6%1.265%
10/24/2025Arkansas Financial Group Inc.35,896$2.80M0.4%-4.0%0.861%
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10/23/2025Joseph Group Capital Management104,088$8.10M2.3%+1.0%2.496%
10/23/2025Strategic Blueprint LLC6,141$478K0.0%-6.3%0.147%
10/22/2025Yoder Wealth Management Inc.43,758$3.40M1.6%+3.8%1.049%
10/22/2025Accordant Advisory Group Inc3,477$270K0.2%N/A0.083%
10/21/2025Silver Oak Securities Incorporated14,455$1.12M0.1%+86.6%0.347%
10/20/2025Davis Investment Partners LLC72,565$5.60M1.9%-2.2%1.740%
10/20/2025Joseph P. Lucia & Associates LLC80,226$6.24M2.4%-0.3%1.924%
10/17/2025Sandbox Financial Partners LLC21,613$1.68M0.5%+1.6%0.518%
10/15/2025Private Trust Co. NA3,122$243K0.0%-5.2%0.075%
10/15/2025Friedenthal Financial8,116$631K0.3%-1.9%0.194%


RSPF Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 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 ($18.00M), Joseph Group Capital Management ($8.30M), Wealth Enhancement Advisory Services LLC ($7.29M), LPL Financial LLC ($6.94M), Joseph P. Lucia & Associates LLC ($6.25M), Northwestern Mutual Wealth Management Co. ($6.17M), and Davis Investment Partners LLC ($5.20M).Learn more on Invesco S&P 500 Equal Weight Financials ETF's institutional investors.

Of the 71 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 ($147.77K), Wealth Enhancement Advisory Services LLC ($93.89K), Northwestern Mutual Wealth Management Co. ($78.33K), Farther Finance Advisors LLC ($53.62K), Bank of America Corp DE ($47.35K), Baker Avenue Asset Management LP ($40.81K), and Raymond James Financial Inc. ($38.95K).

Institutional investors have bought a total of 295,690 shares in the last 24 months. This purchase volume represents approximately $22.94M in transactions.

Of the 43 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: NewEdge Advisors LLC ($240.14K), Cetera Investment Advisers ($62.42K), UBS Group AG ($49.25K), Osaic Holdings Inc. ($10.79K), Davis Investment Partners LLC ($9.67K), Kestra Advisory Services LLC ($6.90K), and Royal Bank of Canada ($6.61K).

Institutional investors have sold a total of 434,490 shares in the last 24 months. This volume of shares sold represents approximately $31.85M in transactions.


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This page (NYSEARCA:RSPF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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