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Birch Hill Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Birch Hill Investment Advisors’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.35M Sell
34,540
-732
-2% -$150K 0.3% 50
2026
Q1 		$6.77M Buy
35,272
+6,305
+22% +$1.25M 0.3% 52
2025
Q4 		$5.55M Buy
28,967
+3,599
+14% +$683K 0.23% 58
2025
Q3 		$4.81M Buy
25,368
+151
+0.6% +$28.1K 0.2% 62
2025
Q2 		$4.58M Buy
25,217
+1,140
+5% +$197K 0.2% 62
2025
Q1 		$4.17M Buy
24,077
+7,287
+43% +$1.3M 0.2% 62
2024
Q4 		$2.94M Buy
+16,790
New +$3.04M 0.14% 75

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Birch Hill Investment Advisors's RSP Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.1% in Q2 2026, selling an estimated $150K and leaving 34,540 shares worth $7.35M. The position accounts for 0.3% of the portfolio, ranked #50.

Birch Hill Investment Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Birch Hill Investment Advisors held 34,540 shares of Invesco S&P 500 Equal Weight ETF worth $7.35M as of Q2 2026.
  • Birch Hill Investment Advisors sold 732 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $150K.
  • Invesco S&P 500 Equal Weight ETF made up 0.3% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Birch Hill Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.