Wellington Management Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wellington Management Group’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	–	Sell	-622,406	Closed	-$119M	–	2051
2026 Q1	$119M	Buy	622,406 +226,042	+57%	+$44.8M	0.02%	504
2025 Q4	$75.9M	Buy	+396,364	New	+$75.2M	0.01%	618

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wellington Management Group's RSP Position: Q2 2026 in Review

Wellington Management Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 622,406 shares — an estimated $119M sold.

Wellington Management Group first reported a position in RSP in Q4 2025 and held it in 2 quarters. The position peaked at $119M in Q1 2026. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wellington Management Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Wellington Management Group sold 622,406 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $119M.
Wellington Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and held it in 2 quarters.
Wellington Management Group's Invesco S&P 500 Equal Weight ETF position peaked at $119M in Q1 2026.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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