Chevy Chase Trust
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Chevy Chase Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-1,707
Closed -$299K – 646
2024
Q4 		$299K Buy
1,707
+380
+29% +$68.7K ﹤0.01% 610
2024
Q3 		$238K Buy
+1,327
New +$227K ﹤0.01% 608
2020
Q1 		– Sell
-300
Closed -$35K – 935
2019
Q4 		$35K Buy
+300
New +$33.3K ﹤0.01% 908
2019
Q1 		– Sell
-300
Closed -$27K – 706
2018
Q4 		$27K Buy
+300
New +$29.7K ﹤0.01% 702

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chevy Chase Trust's RSP Position: Q1 2025 in Review

Chevy Chase Trust sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 1,707 shares — an estimated $299K sold.

Chevy Chase Trust first reported a position in RSP in Q4 2018 and held it in 4 quarters. The position peaked at $299K in Q4 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Chevy Chase Trust reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Chevy Chase Trust sold 1,707 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $299K.
  • Chevy Chase Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 4 quarters.
  • Chevy Chase Trust's Invesco S&P 500 Equal Weight ETF position peaked at $299K in Q4 2024.
  • 1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Chevy Chase Trust's 13F filing for Q1 2025, filed 23 Apr 2025.