Invesco ESG SP 500 Eq WeightRSPEETF
13F holders, Q2 2025 (June 30)25holders +2
2new positions
0sold out
1famous investor
$27.57avg. 13F price*
At the end of Q2 2025, 25 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Stewardship Advisors, LLC ($6.3M), Mountain Capital Investment Advisors Inc. ($1.6M) and Commonwealth Equity Services, LLC ($1.3M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $220K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 57,825 shares bought and 5,999 shares sold, net +51,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Stewardship Advisors, LLC | 1.60% | Reduce -1.3% | 229,639 | $6.3M |
| Mountain Capital Investment Advisors Inc. | 0.31% | Add +1.2% | 57,785 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.4% | 47,905 | $1.3M |
| Invesco Ltd. | 0.00% | Add +4.3% | 41,102 | $1.1M |
| Citadel Advisors | 0.00% | Add +231.7% | 39,359 | $1.1M |
| Bank of America Corp. | 0.00% | Add +2.8% | 24,788 | $683K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -0.0% | 23,232 | $640K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +172.0% | 15,997 | $441K |
| National Bank of Canada | 0.00% | Reduce -0.1% | 15,705 | $431K |
| MJP Associates Inc. | 0.05% | Add +7.8% | 13,127 | $362K |
| Advisor OS, LLC | 0.04% | Add +7.8% | 13,127 | $362K |
| Birch Hill Investment Advisors LLC | 0.01% | Add +24.8% | 11,184 | $308K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 11,092 | $305K |
| Bond & Devick Financial Network, Inc. | 0.10% | Add +0.5% | 10,740 | $296K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,000 | $220K |
| UBS Group AG | 0.00% | Reduce -38.8% | 3,056 | $84K |
| Blair William & Co. | 0.00% | Add +17.0% | 2,826 | $78K |
| Cwm, LLC | 0.00% | No change | 792 | $22K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +10.6% | 377 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | Add +10.6% | 377 | $10K |
| Milestone Investment Advisors LLC | 0.00% | No change | 87 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 54 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $48 |
| Wells Fargo & Company | 0.00% | New | 1 | $28 |
| FMR LLC | 0.00% | No change | 1 | $28 |
"% 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.