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Joel Greenblatt’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Joel Greenblatt’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 		$75.5M Buy
354,896
+41,476
+13% +$8.49M 0.18% 60
2026
Q1 		$60.2M Buy
313,420
+134,047
+75% +$26.6M 0.18% 59
2025
Q4 		$34.4M Buy
179,373
+7,609
+4% +$1.44M 0.13% 180
2025
Q3 		$32.6M Buy
171,764
+19,558
+13% +$3.64M 0.14% 136
2025
Q2 		$27.7M Buy
152,206
+16,647
+12% +$2.87M 0.17% 94
2025
Q1 		$23.5M Buy
135,559
+47,887
+55% +$8.52M 0.2% 61
2024
Q4 		$15.4M Buy
87,672
+19,521
+29% +$3.53M 0.15% 159
2024
Q3 		$12.2M Buy
68,151
+6,634
+11% +$1.13M 0.13% 212
2024
Q2 		$10.1M Sell
61,517
-3,182
-5% -$523K 0.13% 183
2024
Q1 		$11M Buy
64,699
+49,932
+338% +$8.02M 0.17% 117
2023
Q4 		$2.33M Sell
14,767
-21,779
-60% -$3.16M 0.04% 552
2023
Q3 		$5.18M Buy
36,546
+34,750
+1,935% +$5.19M 0.11% 243
2023
Q2 		$269K Buy
+1,796
New +$259K 0.01% 1153

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Joel Greenblatt's RSP Position: Q2 2026 in Review

Joel Greenblatt increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, buying an estimated $8.49M and bringing the position to 354,896 shares worth $75.5M. The position accounts for 0.18% of the portfolio, ranked #60.

Joel Greenblatt first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. 2,307 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Joel Greenblatt held 354,896 shares of Invesco S&P 500 Equal Weight ETF worth $75.5M as of Q2 2026.
  • Joel Greenblatt bought 41,476 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.49M.
  • Invesco S&P 500 Equal Weight ETF made up 0.18% of Joel Greenblatt's portfolio in Q2 2026, its #60 holding.
  • Joel Greenblatt first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.