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Invesco ESG S&P 500 Equal Weight ETF

23 hedge funds and large institutions have $13.4M invested in Invesco ESG S&P 500 Equal Weight ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

21% more funds holding

Funds holding: 1923 (+4)

7% more capital invested

Capital invested by funds: $12.5M → $13.4M (+$918K)

1.92% less ownership

Funds ownership: 62.92%61% (-1.9%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Stewardship Advisors
Pennsylvania
$6.05M +$1.13M +42,166 +22%
MCIA
2
Mountain Capital Investment Advisors
Colorado
$1.43M +$286K +10,651 +23%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.13M +$445K +16,544 +62%
Invesco
4
Invesco
Georgia
$1.03M +$55.1K +2,049 +5%
Bank of America
5
Bank of America
North Carolina
$628K +$24.2K +900 +4%
HCA
6
Heck Capital Advisors
Wisconsin
$605K -$48.3K -1,799 -7%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$408K +$4.03K +150 +1%
AO
8
Advisor OS
Illinois
$317K +$30.7K +1,143 +10%
MA
9
MJP Associates
Connecticut
$317K +$30.7K +1,143 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$314K -$34.7K -1,290 -10%
Citadel Advisors
11
Citadel Advisors
Florida
$309K -$542K -20,174 -63%
BDFN
12
Bond & Devick Financial Network
Minnesota
$278K +$287K +10,689 New
BHIA
13
Birch Hill Investment Advisors
Massachusetts
$233K +$241K +8,959 New
TRCT
14
Tower Research Capital (TRC)
New York
$153K -$794K -29,538 -83%
UBS Group
15
UBS Group
Switzerland
$130K +$133K +4,959 +16,530%
William Blair & Company
16
William Blair & Company
Illinois
$62.9K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$21K
ACA
18
Aptus Capital Advisors
Alabama
$8.87K
GWANC
19
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.87K
MIA
20
Milestone Investment Advisors
Wisconsin
$2.26K
MWM
21
MGB Wealth Management
Texas
$1.41K +$1.45K +54 New
Morgan Stanley
22
Morgan Stanley
New York
$43
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26 +$27 +1 New

RSPE Hedge Fund Activity: Q1 2025 in Review

23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) for Q1 2025, worth a combined $13.4M — up 7.3% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RSPE positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Stewardship Advisors, adding an estimated $1.13M. The largest seller was Tower Research Capital (TRC), cutting an estimated $794K.

  • 23 institutional investors held Invesco ESG S&P 500 Equal Weight ETF (RSPE) as of Q1 2025, up from 19 in Q4 2024.
  • Funds reported $13.4M of Invesco ESG S&P 500 Equal Weight ETF stock for Q1 2025, up 7.3% quarter-over-quarter.
  • 4 funds opened new Invesco ESG S&P 500 Equal Weight ETF positions in Q1 2025 and 0 closed out, a net change of +4 holders.
  • The largest Invesco ESG S&P 500 Equal Weight ETF buyer in Q1 2025 was Stewardship Advisors, an estimated $1.13M added.
  • The largest Invesco ESG S&P 500 Equal Weight ETF seller in Q1 2025 was Tower Research Capital (TRC), an estimated $794K sold.

Based on aggregated 13F filings for Q1 2025.