Fidelity Investments
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Fidelity Investments’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Fidelity Investments’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$277K Sell
3,577
-126
-3% -$10.4K ﹤0.01% 3554
2026
Q2 		$287K Sell
3,703
-1,029
-22% -$77.8K ﹤0.01% 3505
2026
Q1 		$338K Buy
4,732
+2,196
+87% +$166K ﹤0.01% 3265
2025
Q4 		$199K Buy
2,536
+760
+43% +$58.2K ﹤0.01% 3440
2025
Q3 		$138K Buy
1,776
+19
+1% +$1.47K ﹤0.01% 3530
2025
Q2 		$134K Buy
1,757
+172
+11% +$12.3K ﹤0.01% 3477
2025
Q1 		$115K Buy
1,585
+142
+10% +$10.5K ﹤0.01% 3494
2024
Q4 		$104K Buy
1,443
+11
+0.8% +$806 ﹤0.01% 3531
2024
Q3 		$98.8K Sell
1,432
-157
-10% -$10.3K ﹤0.01% 3482
2024
Q2 		$97.4K Buy
1,589
+187
+13% +$11.5K ﹤0.01% 3308
2024
Q1 		$90.1K Buy
1,402
+225
+19% +$13.6K ﹤0.01% 3326
2023
Q4 		$69K Buy
1,177
+289
+33% +$15.4K ﹤0.01% 3376
2023
Q3 		$45K Sell
888
-17
-2% -$896 ﹤0.01% 3420
2023
Q2 		$46.3K Buy
905
+183
+25% +$9.16K ﹤0.01% 3466
2023
Q1 		$36.4K Buy
722
+34
+5% +$1.94K ﹤0.01% 3587
2022
Q4 		$38.8K Sell
688
-372
-35% -$20.9K ﹤0.01% 3523
2022
Q3 		$54.3K Buy
1,060
+254
+32% +$14.2K ﹤0.01% 3457
2022
Q2 		$42.9K Sell
806
-407
-34% -$23.5K ﹤0.01% 3619
2022
Q1 		$77.3K Buy
1,213
+584
+93% +$37.7K ﹤0.01% 3535
2021
Q4 		$41K Buy
629
+104
+20% +$6.7K ﹤0.01% 3283
2021
Q3 		$32K Buy
525
+37
+8% +$2.25K ﹤0.01% 3313
2021
Q2 		$29K Hold
488
– – ﹤0.01% 3287
2021
Q1 		$27K Sell
488
-163
-25% -$8.58K ﹤0.01% 3181
2020
Q4 		$31K Buy
651
+37
+6% +$1.61K ﹤0.01% 3092
2020
Q3 		$23K Hold
614
– – ﹤0.01% 3031
2020
Q2 		$23K Sell
614
-287
-32% -$10.2K ﹤0.01% 2965
2020
Q1 		$28K Sell
901
-130
-13% -$5.47K ﹤0.01% 2882
2019
Q4 		$48K Buy
1,031
+1
+0.1% +$45 ﹤0.01% 2903
2019
Q3 		$45K Buy
1,030
+750
+268% +$32.4K ﹤0.01% 2889
2019
Q2 		$12K Buy
280
+279
+27,900% +$11.9K ﹤0.01% 3202
2019
Q1 		$0 Buy
+1
New +$40 ﹤0.01% 4124

Other funds holding RSPF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Joseph Group Capital Management
Joseph Group Capital Management Columbus, Ohio $562M AUM 15.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Davis Investment Partners
Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Fidelity Investments's RSPF Position: Q3 2026 in Review

Fidelity Investments reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 3.4% in Q3 2026, selling an estimated $10.4K and leaving 3,577 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Fidelity Investments first reported a position in RSPF in Q1 2019 and has held it in 31 quarters since. The position peaked at $338K in Q1 2026. 92 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

  • Fidelity Investments held 3,577 shares of Invesco S&P 500 Equal Weight Financials ETF worth $277K as of Q3 2026.
  • Fidelity Investments sold 126 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2026, an estimated $10.4K.
  • Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #3554 holding.
  • Fidelity Investments first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2019 and has held it in 31 quarters since.
  • Fidelity Investments's Invesco S&P 500 Equal Weight Financials ETF position peaked at $338K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.