Invesco ESG SP 500 Eq WeightRSPEETF
13F holders, Q3 2025 (September 30)21holders −4
2new positions
6sold out
$28.91avg. 13F price*
At the end of Q3 2025, 21 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, down 4 from Q2 2025. 2 opened new positions and 6 sold out. The largest holders were Stewardship Advisors, LLC ($6.6M), Commonwealth Equity Services, LLC ($3.4M) and Mountain Capital Investment Advisors Inc. ($1.7M).
- Company
- Invesco ESG SP 500 Eq Weight
- CUSIP
- 46138G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $719K |
| Exits | 6 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 108,140 shares bought and 46,810 shares sold, net +61,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Stewardship Advisors, LLC | 1.56% | Reduce -0.8% | 227,892 | $6.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +143.7% | 116,730 | $3.4M |
| Mountain Capital Investment Advisors Inc. | 0.30% | Add +0.6% | 58,145 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -1.7% | 40,407 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +84.2% | 29,463 | $851K |
| Bank of America Corp. | 0.00% | No change | 24,788 | $716K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -0.1% | 23,206 | $671K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 17,137 | $497K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 15,648 | $450K |
| MJP Associates Inc. | 0.05% | Add +0.4% | 13,182 | $381K |
| Advisor OS, LLC | 0.03% | Add +0.4% | 13,182 | $381K |
| Birch Hill Investment Advisors LLC | 0.01% | Add +3.3% | 11,549 | $334K |
| Bond & Devick Financial Network, Inc. | 0.09% | Add +1.1% | 10,854 | $314K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.4% | 9,602 | $276K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 8,000 | $231K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,673 | $222K |
| Blair William & Co. | 0.00% | Add +3.2% | 2,916 | $84K |
| Cwm, LLC | 0.00% | No change | 792 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 377 | $11K |
| Milestone Investment Advisors LLC | 0.00% | No change | 87 | $3K |
| MGB Wealth Management, LLC | 0.00% | No change | 54 | $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.