Invesco ESG SP 500 Eq WeightRSPEETF
13F holders, Q3 2024 (September 30)18holders +5
6new positions
1sold out
$27.71avg. 13F price*
At the end of Q3 2024, 18 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, up 5 from Q2 2024. 6 opened new positions and 1 sold out. The largest holders were Mountain Capital Investment Advisors Inc. ($1.2M), Tower Research Capital LLC (TRC) ($1.2M) and Heck Capital Advisors, LLC ($696K).
- Company
- Invesco ESG SP 500 Eq Weight
- CUSIP
- 46138G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 1 | $764K |
All 13F filers, Q2 2024 → Q3 2024: 73,862 shares bought and 32,338 shares sold, net +41,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Mountain Capital Investment Advisors Inc. | 0.26% | New | 43,435 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +60.9% | 43,392 | $1.2M |
| Heck Capital Advisors, LLC | 0.08% | Reduce -6.8% | 25,293 | $696K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.8% | 24,623 | $677K |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 23,221 | $639K |
| National Bank of Canada | 0.00% | Add +1.3% | 15,387 | $423K |
| MJP Associates Inc. | 0.05% | Add +8.7% | 10,448 | $287K |
| Advisor OS, LLC | 0.03% | Add +8.7% | 10,448 | $287K |
| Susquehanna International Group, LLP | 0.00% | New | 7,790 | $214K |
| Voisard Asset Management Group, Inc. | 0.06% | Add +39.6% | 3,695 | $135K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,772 | $76K |
| Blair William & Co. | 0.00% | No change | 2,416 | $66K |
| Cwm, LLC | 0.00% | No change | 792 | $22K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 341 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | New | 341 | $9K |
| Milestone Investment Advisors LLC | 0.00% | No change | 87 | $2K |
| Morgan Stanley | 0.00% | New | 14 | $391 |
| FMR LLC | 0.00% | New | 1 | $27 |
"% 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.