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Invesco S&P 500 Equal Weight Energy ETF (RSPG) Institutional Ownership

Invesco S&P 500 Equal Weight Energy ETF logo
$97.44 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 Energy ETF (NYSEARCA:RSPG)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$93.76M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$79.99M
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RSPG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC5,283$578K0.0%+1,486.5%0.091%
5/19/2026NewEdge Advisors LLC4,950$542K0.0%+1,386.5%0.086%
5/19/2026Bank of America Corp DE363,231$39.76M0.0%-41.1%6.284%
5/19/2026Centaurus Financial Inc.1,234$135K0.0%N/A0.021%
5/19/2026Arkadios Wealth Advisors7,230$791K0.0%-10.0%0.125%
5/18/2026Royal Bank of Canada41,264$4.52M0.0%+28.6%0.714%
5/18/2026Empowered Funds LLC17,011$1.86M0.0%N/A0.294%
5/15/2026Vivaldi Capital Management LP2,089$229K0.0%N/A0.036%
5/14/2026Lido Advisors LLC2,992$328K0.0%+4.9%0.052%
5/13/2026Cetera Investment Advisers20,988$2.30M0.0%-7.6%0.363%
5/7/2026Florida Financial Advisors LLC4,125$452K0.1%N/A0.071%
5/7/2026Crescent Grove Advisors LLC2,337$256K0.0%N/A0.040%
5/6/2026Independent Financial Group LLC2,223$243K0.0%N/A0.038%
5/5/2026IMC Chicago LLC3,380$370K0.0%N/A0.058%
5/5/2026Geneos Wealth Management Inc.4,712$516K0.0%+92.3%0.082%
5/5/2026Ethos Financial Group LLC19,095$2.12M0.2%-49.0%0.330%
5/5/2026Sanctuary Advisors LLC15,268$1.67M0.0%+35.2%0.264%
5/5/2026Nwam LLC3,862$423K0.0%-2.8%0.067%
5/2/2026Anchor Investment Management LLC2,794$306K0.0%-9.7%0.048%
5/1/2026Fifth Third Bancorp2,282$250K0.0%N/A0.039%
5/1/2026EQ Wealth Advisors LLC3,625$397K0.2%-13.8%0.062%
4/30/2026Kestra Advisory Services LLC26,673$2.92M0.0%+2.5%0.458%
4/29/2026Northwest Wealth Advisors LLC9,254$1.01M0.7%+15.8%0.159%
4/27/2026Private Advisor Group LLC3,471$380K0.0%-11.1%0.059%
4/25/2026Northwest Financial Advisors2,347$257K0.5%N/A0.040%
4/24/2026Walker Asset Management LLC6,568$719K0.4%-3.9%0.111%
4/24/2026Ferguson Shapiro LLC6,130$671K0.2%N/A0.103%
4/23/2026Financial Guidance Group Inc.31,326$3.43M1.4%+6.4%0.527%
4/22/2026Janney Montgomery Scott LLC4,318$473K0.0%-6.4%0.073%
4/22/2026Yoder Wealth Management Inc.2,878$315K0.1%+11.0%0.048%
4/20/2026Longview Financial Advisors Inc.5,788$634K0.4%-8.2%0.097%
4/20/2026Davis Investment Partners LLC30,007$3.29M1.2%-3.5%0.505%
4/17/2026Arkfeld Wealth Strategies L.L.C.100,850$10.13M3.5%-8.6%1.689%
4/17/2026Ocean Park Asset Management LLC41,114$4.50M0.2%N/A0.689%
4/16/2026Lee Johnson Capital Management LLC62,328$6.82M2.4%N/A1.044%
2/18/2026IHT Wealth Management LLC28,446$2.26M0.1%+1.2%0.474%
2/17/2026Capital Wealth Alliance LLC4,615$367K0.2%-32.9%0.077%
2/17/2026Osaic Holdings Inc.15,605$1.24M0.0%-26.9%0.260%
2/17/2026Advisory Services Network LLC3,775$300K0.0%+13.0%0.063%
2/17/2026&PARTNERS4,176$327K0.0%-36.9%0.070%
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2/17/2026Royal Bank of Canada32,091$2.56M0.0%-13.0%0.535%
2/16/2026Oarsman Capital Inc.57,879$4.61M0.6%+4.7%0.965%
2/16/2026Aptus Capital Advisors LLC29,483$2.35M0.0%+11.7%0.491%
2/13/2026Kestra Advisory Services LLC26,033$2.07M0.0%+9.6%0.434%
2/13/2026Arkadios Wealth Advisors8,032$639K0.0%-10.9%0.134%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,631$130K0.0%N/A0.027%
2/13/2026Wells Fargo & Company MN58,063$4.62M0.0%-1.5%0.968%
2/13/2026Summit Financial LLC2,817$224K0.0%-6.0%0.047%
2/12/2026Commonwealth Equity Services LLC23,364$1.86M0.0%-1.6%0.389%
2/12/2026Sykon Capital LLC16,741$1.33M0.4%N/A0.279%
2/12/2026Steward Partners Investment Advisory LLC1,628$130K0.0%-14.7%0.027%
2/12/2026Bank of Montreal Can4,009$319K0.0%-3.9%0.067%
2/12/2026Brown Brothers Harriman & Co.695$55K0.0%N/A0.012%
2/12/2026Great Valley Advisor Group Inc.14,104$1.12M0.0%-4.3%0.235%
2/11/2026Janney Montgomery Scott LLC4,613$367K0.0%-56.6%0.077%
2/11/2026LPL Financial LLC111,488$8.87M0.0%-15.8%1.858%
2/10/2026Goldman Sachs Group Inc.20,008$1.59M0.0%-72.1%0.333%
2/10/2026Sfmg LLC4,858$387K0.0%-6.6%0.081%
2/10/2026Fortis Advisors LLC35,205$2.80M1.5%-16.3%0.587%
2/10/2026Northwestern Mutual Wealth Management Co.2,695$214K0.0%+13.4%0.045%
2/9/2026Annis Gardner Whiting Capital Advisors LLC696$55K0.0%N/A0.012%
2/9/2026Clearstead Advisors LLC3,473$276K0.0%N/A0.058%
2/6/2026Northwest Wealth Advisors LLC7,992$636K0.5%N/A0.133%
2/6/2026Flaharty Asset Management LLC437,740$34.84M4.3%-2.8%7.296%
2/6/2026McKinley Carter Wealth Services Inc.6,042$481K0.0%-22.2%0.101%
2/6/2026Envestnet Portfolio Solutions Inc.3,331$265K0.0%N/A0.056%
2/5/2026Hills Bank & Trust Co7,378$587K0.0%N/A0.123%
2/5/2026Wakefield Asset Management LLLP5,238$417K0.1%N/A0.087%
2/4/2026Prosperitas Financial LLC4,623$368K0.1%N/A0.079%
2/3/2026International Assets Investment Management LLC565$45K0.0%N/A0.010%
2/3/2026Indivisible Partners3,304$263K0.0%N/A0.057%
2/2/2026Longview Financial Advisors Inc.6,307$502K0.3%-13.1%0.108%
2/2/2026Truist Financial Corp6,384$508K0.0%+9.8%0.110%
2/2/2026EQ Wealth Advisors LLC4,207$335K0.2%-19.2%0.072%
1/30/2026Reicon Wealth Advisors LLC2,206$176K0.1%N/A0.038%
1/29/2026Comerica Bank1,986$158K0.0%-53.1%0.034%
1/29/2026UBS Group AG265,534$21.13M0.0%-4.6%4.610%
1/29/2026Sanctuary Advisors LLC11,295$899K0.0%+132.2%0.196%
1/28/2026Joseph P. Lucia & Associates LLC26,619$2.12M0.8%-0.9%0.462%
1/27/2026Friedenthal Financial7,069$563K0.3%-3.5%0.123%
1/26/2026Financial Guidance Group Inc.29,433$2.34M1.0%+11.7%0.515%
1/23/2026Farther Finance Advisors LLC78,874$6.28M0.1%-0.8%1.381%
1/22/2026Yoder Wealth Management Inc.2,592$206K0.1%N/A0.045%
1/21/2026Guild Investment Management Inc.63,780$5.08M3.8%-2.7%1.117%
1/21/2026Stonebridge Financial Group LLC56,467$4.49M0.4%+4.4%0.989%
1/20/2026Ethos Financial Group LLC37,437$2.98M0.2%-18.2%0.661%
1/20/2026Sylvest Advisors LLC6,904$549K0.3%+17.9%0.122%
1/16/2026Matauro LLC268,561$21.37M3.2%+6.4%4.813%
1/15/2026Capital Advisors Inc. OK3,060$244K0.0%N/A0.055%
1/14/2026Wealthcare Advisory Partners LLC3,235$257K0.0%-30.2%0.059%
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1/8/2026Wealth Enhancement Advisory Services LLC10,979$887K0.0%-5.6%0.204%
1/6/2026Davis Investment Partners LLC31,100$2.53M0.9%-4.5%0.578%
1/1/2026JPMorgan Chase & Co.15,990$1.27M0.0%-3.5%0.305%
12/15/2025Harbour Investment Management LLC2,571$205K0.1%N/A0.049%
11/21/2025CIBC Bancorp USA Inc.3,000$239K0.0%N/A0.057%
11/21/2025Oarsman Capital Inc.55,294$4.40M0.6%-4.8%1.055%
11/18/2025Advisory Services Network LLC3,342$266K0.0%-17.2%0.064%
11/17/2025Susquehanna International Group LLP4,456$355K0.0%N/A0.085%
11/17/2025Northwestern Mutual Wealth Management Co.2,377$189K0.0%-28.0%0.045%
11/17/2025Citadel Advisors LLC6,939$552K0.0%-75.8%0.132%


RSPG Institutional Ownership - Frequently Asked Questions

During the previous two years, 160 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Energy ETF. The most heavily invested institutionals were Bank of America Corp DE ($39.76M), Flaharty Asset Management LLC ($34.84M), Matauro LLC ($21.37M), UBS Group AG ($21.13M), Arkfeld Wealth Strategies L.L.C. ($10.13M), LPL Financial LLC ($8.87M), and Raub Brock Capital Management LP ($6.93M).Learn more on Invesco S&P 500 Equal Weight Energy ETF's institutional investors.

Of the 132 institutional investors that purchased Invesco S&P 500 Equal Weight Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flaharty Asset Management LLC ($518.45K), Matauro LLC ($306.04K), Bank of America Corp DE ($228.86K), Raymond James Financial Inc. ($132.00K), Arkfeld Wealth Strategies L.L.C. ($114.79K), Jones Financial Companies Lllp ($102.82K), and Farther Finance Advisors LLC ($79.51K).

Institutional investors have bought a total of 1,125,911 shares in the last 24 months. This purchase volume represents approximately $93.76M in transactions.

Of the 61 institutional investors that sold Invesco S&P 500 Equal Weight Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($332.25K), Ameriprise Financial Inc. ($131.93K), HighTower Advisors LLC ($57.28K), Goldman Sachs Group Inc. ($51.71K), Raymond James Financial Inc. ($47.60K), Matauro LLC ($37.48K), and Ethos Financial Group LLC ($37.28K).

Institutional investors have sold a total of 909,227 shares in the last 24 months. This volume of shares sold represents approximately $79.99M in transactions.


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