Invesco ESG SP 500 Eq WeightRSPEETF
13F holders, Q1 2026 (March 31)33holders +4
8new positions
2sold out
$29.52avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding Invesco ESG SP 500 Eq Weight (RSPE) in their 13F filings, up 4 from Q4 2025. 8 opened new positions and 2 sold out. The largest holders were Eastern Bank ($11.3M), Stewardship Advisors, LLC ($5.9M) and Commonwealth Equity Services, LLC ($1.9M).
- Company
- Invesco ESG SP 500 Eq Weight
- CUSIP
- 46138G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $12.7M |
| Exits | 2 | $1.6M |
All 13F filers, Q4 2025 → Q1 2026: 455,976 shares bought and 77,027 shares sold, net +378,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Eastern Bank | 0.19% | New | 384,098 | $11.3M |
| Stewardship Advisors, LLC | 1.36% | Reduce -7.1% | 200,421 | $5.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.5% | 63,918 | $1.9M |
| Mountain Capital Investment Advisors Inc. | 0.23% | Reduce -15.2% | 50,074 | $1.6M |
| Invesco Ltd. | 0.00% | Add +2.2% | 44,445 | $1.3M |
| Bank of America Corp. | 0.00% | Add +7.0% | 26,505 | $780K |
| Goldman Sachs Group Inc. | 0.00% | New | 23,345 | $687K |
| Sepio Capital, LP | 0.04% | Add +155.7% | 22,121 | $651K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -3.2% | 19,016 | $560K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +6.2% | 16,887 | $497K |
| Betterment LLC | 0.00% | Add +1.9% | 15,817 | $465K |
| National Bank of Canada | 0.00% | Reduce -0.2% | 15,769 | $463K |
| Allegheny Financial Group | 0.06% | Add +0.1% | 15,160 | $446K |
| Advisory Services Network, LLC | 0.01% | New | 15,093 | $444K |
| Bond & Devick Financial Network, Inc. | 0.12% | Add +15.4% | 14,157 | $417K |
| MJP Associates Inc. | 0.05% | Add +0.4% | 13,735 | $404K |
| Advisor OS, LLC | 0.03% | Add +0.4% | 13,735 | $404K |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 12,142 | $357K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.8% | 10,303 | $303K |
| Focus Partners Advisor Solutions, LLC | 0.00% | No change | 9,975 | $294K |
| Birch Hill Investment Advisors LLC | 0.01% | Add +4.5% | 9,260 | $273K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.8% | 8,300 | $244K |
| Community Financial Services Group, LLC | 0.03% | New | 6,138 | $182K |
| Blair William & Co. | 0.00% | No change | 2,636 | $78K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 1,913 | $56K |
| GoalVest Advisory LLC | 0.01% | New | 1,220 | $36K |
| Royal Bank of Canada | 0.00% | No change | 1,203 | $35K |
| Cwm, LLC | 0.00% | No change | 792 | $23K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 377 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 377 | $11K |
| Milestone Investment Advisors LLC | 0.00% | No change | 87 | $3K |
| Ancora Advisors LLC | 0.00% | New | 82 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $36 |
"% 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.