Invesco ESG SP 500 Eq WeightRSPEETF
13F holders, Q4 2025 (December 31)29holders +8
7new positions
0sold out
1famous investor
$29.88avg. 13F price*
At the end of Q4 2025, 29 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, up 8 from Q3 2025. 7 opened new positions and 0 sold out. The largest holders were Stewardship Advisors, LLC ($6.4M), Commonwealth Equity Services, LLC ($1.8M) and Mountain Capital Investment Advisors Inc. ($1.8M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.8M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 102,936 shares bought and 94,413 shares sold, net +8,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Stewardship Advisors, LLC | 1.49% | Reduce -5.3% | 215,715 | $6.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -47.1% | 61,778 | $1.8M |
| Mountain Capital Investment Advisors Inc. | 0.29% | Add +1.5% | 59,013 | $1.8M |
| Citadel Advisors | 0.00% | New | 43,934 | $1.3M |
| Invesco Ltd. | 0.00% | Add +7.6% | 43,484 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 24,773 | $738K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -15.4% | 19,636 | $585K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -46.0% | 15,895 | $474K |
| National Bank of Canada | 0.00% | Add +0.9% | 15,795 | $469K |
| Betterment LLC | 0.00% | New | 15,525 | $462K |
| Allegheny Financial Group | 0.07% | New | 15,147 | $451K |
| MJP Associates Inc. | 0.05% | Add +3.8% | 13,680 | $408K |
| Advisor OS, LLC | 0.03% | Add +3.8% | 13,680 | $408K |
| Bond & Devick Financial Network, Inc. | 0.10% | Add +13.1% | 12,270 | $366K |
| Osaic Holdings, Inc. | 0.00% | Add +12.6% | 10,807 | $322K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 10,225 | $305K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -41.8% | 9,975 | $297K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -23.3% | 8,860 | $264K |
| Sepio Capital, LP | 0.01% | New | 8,651 | $258K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 8,214 | $245K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 8,000 | $238K |
| Blair William & Co. | 0.00% | Reduce -9.6% | 2,636 | $79K |
| Royal Bank of Canada | 0.00% | New | 1,203 | $36K |
| Cwm, LLC | 0.00% | No change | 792 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 377 | $11K |
| Milestone Investment Advisors LLC | 0.00% | No change | 87 | $3K |
| Planning Project LLC | 0.00% | — | 77 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 54 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $32 |
"% 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.