Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-82,200
Closed -$15.6M – 2626
2025
Q3 		$15.6M Buy
+82,200
New +$15.3M 0.04% 626
2024
Q4 		– Sell
-30,000
Closed -$5.37M – 2227
2024
Q3 		$5.37M Sell
30,000
-75,100
-71% -$12.8M 0.01% 988
2024
Q2 		$17.3M Buy
105,100
+74,100
+239% +$12.2M 0.05% 463
2024
Q1 		$5.25M Sell
31,000
-17,700
-36% -$2.84M 0.02% 1028
2023
Q4 		$7.68M Buy
48,700
+38,500
+377% +$5.59M 0.02% 911
2023
Q3 		$1.45M Buy
+10,200
New +$1.52M 0.01% 1505

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return