Invesco ESG SP 500 Eq WeightRSPEETF

13F holders, Q2 2024 (June 30)
13holders +1
1new positions
0sold out
$25.09avg. 13F price*

At the end of Q2 2024, 13 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Journey Strategic Wealth LLC ($764K), Heck Capital Advisors, LLC ($682K) and Tower Research Capital LLC (TRC) ($677K).

Company
Invesco ESG SP 500 Eq Weight
CUSIP
46138G516
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 12Q1 2024Q2 2024: 13Q2 2024Q3 2024: 18Q3 2024Q4 2024: 19Q4 2024Q1 2025: 23Q1 2025Q2 2025: 25Q2 2025Q3 2025: 21Q3 2025Q4 2025: 29Q4 2025Q1 2026: 33Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$70K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 44,022 shares bought and 250 shares sold, net +43,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Journey Strategic Wealth LLC 0.03% Add +127.3% 30,400 $764K
Heck Capital Advisors, LLC 0.08% Add +3.4% 27,147 $682K
Tower Research Capital LLC (TRC) 0.01% Add +303.6% 26,972 $677K
Bank of America Corp. 0.00% Reduce -1.1% 23,305 $585K
Commonwealth Equity Services, LLC 0.00% Add +12.6% 22,014 $553K
National Bank of Canada 0.00% Add +0.9% 15,192 $376K
MJP Associates Inc. 0.05% Add +0.2% 9,614 $241K
Advisor OS, LLC 0.03% Add +0.2% 9,614 $241K
Osaic Holdings, Inc. 0.00% New 2,772 $70K
Voisard Asset Management Group, Inc. 0.03% Add +18.3% 2,647 $66K
Blair William & Co. 0.00% No change 2,416 $61K
Cwm, LLC 0.00% No change 792 $20K
Milestone Investment Advisors LLC 0.00% No change 87 $2K

"% of holder's portfolio" is RSPE's weight in each manager's 13F, not the share of Invesco ESG SP 500 Eq Weight the manager owns.