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Sheets Smith Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sheets Smith Investment Management’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
Q2 		– Sell
-35,387
Closed -$6.13M – 79
2025
Q1 		$6.13M Sell
35,387
-54
-0.2% -$9.6K 6.11% 3
2024
Q4 		$6.21M Buy
+35,441
New +$6.41M 5.26% 4

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 $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheets Smith Investment Management's RSP Position: Q2 2025 in Review

Sheets Smith Investment Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 35,387 shares — an estimated $6.13M sold.

Sheets Smith Investment Management first reported a position in RSP in Q4 2024 and held it in 2 quarters. The position peaked at $6.21M in Q4 2024. 1,952 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • Sheets Smith Investment Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 35,387 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $6.13M.
  • Sheets Smith Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • Sheets Smith Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.21M in Q4 2024.
  • 1,952 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Sheets Smith Investment Management's 13F filing for Q2 2025, filed 8 Oct 2025.