Invesco ESG SP 500 Eq WeightRSPEETF
13F holders, Q1 2025 (March 31)23holders +4
4new positions
0sold out
1famous investor
$25.91avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, up 4 from Q4 2024. 4 opened new positions and 0 sold out. The largest holders were Stewardship Advisors, LLC ($6.1M), Mountain Capital Investment Advisors Inc. ($1.4M) and Commonwealth Equity Services, LLC ($1.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $513K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 99,408 shares bought and 52,801 shares sold, net +46,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Stewardship Advisors, LLC | 1.64% | Add +22.1% | 232,709 | $6.1M |
| Mountain Capital Investment Advisors Inc. | 0.31% | Add +22.9% | 57,110 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +61.6% | 43,392 | $1.1M |
| Invesco Ltd. | 0.00% | Add +5.5% | 39,400 | $1.0M |
| Bank of America Corp. | 0.00% | Add +3.9% | 24,121 | $628K |
| Heck Capital Advisors, LLC | 0.07% | Reduce -7.2% | 23,239 | $605K |
| National Bank of Canada | 0.00% | Add +1.0% | 15,729 | $408K |
| MJP Associates Inc. | 0.06% | Add +10.4% | 12,177 | $317K |
| Advisor OS, LLC | 0.04% | Add +10.4% | 12,177 | $317K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.7% | 12,057 | $314K |
| Citadel Advisors | 0.00% | Reduce -63.0% | 11,866 | $309K |
| Bond & Devick Financial Network, Inc. | 0.10% | New | 10,689 | $278K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 8,959 | $233K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.4% | 5,881 | $153K |
| UBS Group AG | 0.00% | Add +16530.0% | 4,989 | $130K |
| Blair William & Co. | 0.00% | No change | 2,416 | $63K |
| 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 |
| MGB Wealth Management, LLC | 0.00% | New | 54 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $43 |
| FMR LLC | 0.00% | New | 1 | $26 |
"% 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.