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New York Life Investment Management’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

New York Life Investment Management’s Portfolio RSPE Stock Details RSPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25,238
Closed -$612K – 1498
2023
Q4 		$612K Sell
25,238
-115
-0.5% -$2.56K 0.01% 764
2023
Q3 		$552K Buy
25,353
+11,688
+86% +$268K 0.01% 755
2023
Q2 		$315K Buy
+13,665
New +$303K ﹤0.01% 1230

Other funds holding RSPE

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

New York Life Investment Management's RSPE Position: Q1 2024 in Review

New York Life Investment Management sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q1 2024, closing a stake of 25,238 shares — an estimated $612K sold.

New York Life Investment Management first reported a position in RSPE in Q2 2023 and held it in 3 quarters. The position peaked at $612K in Q4 2023. 12 funds tracked by Wall St. Rank hold RSPE as of Q1 2024.

  • New York Life Investment Management reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 25,238 Invesco ESG S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $612K.
  • New York Life Investment Management first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q2 2023 and held it in 3 quarters.
  • New York Life Investment Management's Invesco ESG S&P 500 Equal Weight ETF position peaked at $612K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.