Invesco ESG SP 500 Eq WeightRSPEETF
13F holders, Q4 2024 (December 31)19holders +1
4new positions
3sold out
1famous investor
$26.52avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, up 1 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Stewardship Advisors, LLC ($5.0M), Mountain Capital Investment Advisors Inc. ($1.3M) and Invesco Ltd. ($988K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco ESG SP 500 Eq Weight
- CUSIP
- 46138G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.9M |
| Exits | 3 | $349K |
All 13F filers, Q3 2024 → Q4 2024: 277,152 shares bought and 19,727 shares sold, net +257,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Stewardship Advisors, LLC | 1.40% | New | 190,543 | $5.0M |
| Mountain Capital Investment Advisors Inc. | 0.26% | Add +7.0% | 46,459 | $1.3M |
| Invesco Ltd. | 0.00% | New | 37,351 | $988K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -18.4% | 35,419 | $937K |
| Citadel Advisors | 0.00% | New | 32,040 | $848K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 26,848 | $710K |
| Heck Capital Advisors, LLC | 0.08% | Reduce -1.0% | 25,038 | $662K |
| Bank of America Corp. | 0.00% | No change | 23,221 | $614K |
| National Bank of Canada | 0.00% | Add +1.3% | 15,579 | $412K |
| Osaic Holdings, Inc. | 0.00% | Add +381.5% | 13,347 | $353K |
| MJP Associates Inc. | 0.05% | Add +5.6% | 11,034 | $292K |
| Advisor OS, LLC | 0.03% | Add +5.6% | 11,034 | $292K |
| Blair William & Co. | 0.00% | No change | 2,416 | $64K |
| Cwm, LLC | 0.00% | No change | 792 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 341 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 341 | $9K |
| Milestone Investment Advisors LLC | 0.00% | No change | 87 | $2K |
| UBS Group AG | 0.00% | New | 30 | $794 |
| Morgan Stanley | 0.00% | Reduce -92.9% | 1 | $47 |
"% 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.