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Invesco ESG S&P 500 Equal Weight ETF

25 hedge funds and large institutions have $15.7M invested in Invesco ESG S&P 500 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

17% more capital invested

Capital invested by funds: $13.4M → $15.7M (+$2.29M)

9% more funds holding

Funds holding: 2325 (+2)

2.37% more ownership

Funds ownership: 61%63.37% (+2.4%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Stewardship Advisors
Pennsylvania
$6.32M -$79.5K -3,070 -1%
MCIA
2
Mountain Capital Investment Advisors
Colorado
$1.61M +$17.5K +675 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.32M +$117K +4,513 +10%
Invesco
4
Invesco
Georgia
$1.13M +$44.1K +1,702 +4%
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M +$712K +27,493 +232%
Bank of America
6
Bank of America
North Carolina
$683K +$17.3K +667 +3%
HCA
7
Heck Capital Advisors
Wisconsin
$640K -$181 -7 -0%
TRCT
8
Tower Research Capital (TRC)
New York
$441K +$262K +10,116 +172%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$431K -$622 -24 -0.2%
AO
10
Advisor OS
Illinois
$362K +$24.6K +950 +8%
MA
11
MJP Associates
Connecticut
$362K +$24.6K +950 +8%
BHIA
12
Birch Hill Investment Advisors
Massachusetts
$308K +$57.6K +2,225 +25%
Osaic Holdings
13
Osaic Holdings
Arizona
$305K -$25K -965 -8%
BDFN
14
Bond & Devick Financial Network
Minnesota
$296K +$1.32K +51 +0.5%
KWM
15
Kingsview Wealth Management
Oregon
$220K +$207K +8,000 New
UBS Group
16
UBS Group
Switzerland
$84.2K -$50.1K -1,933 -39%
William Blair & Company
17
William Blair & Company
Illinois
$77.8K +$10.6K +410 +17%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$22K
ACA
19
Aptus Capital Advisors
Alabama
$10.4K +$932 +36 +11%
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.4K +$932 +36 +11%
MIA
21
Milestone Investment Advisors
Wisconsin
$2.4K
MWM
22
MGB Wealth Management
Texas
$1.49K
Morgan Stanley
23
Morgan Stanley
New York
$48
Fidelity Investments
24
Fidelity Investments
Massachusetts
$28
Wells Fargo
25
Wells Fargo
California
$28 +$26 +1 New

RSPE Hedge Fund Activity: Q2 2025 in Review

25 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) for Q2 2025, worth a combined $15.7M — up 17% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RSPE positions and 0 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $712K. The largest seller was Stewardship Advisors, cutting an estimated $79.5K.

  • 25 institutional investors held Invesco ESG S&P 500 Equal Weight ETF (RSPE) as of Q2 2025, up from 23 in Q1 2025.
  • Funds reported $15.7M of Invesco ESG S&P 500 Equal Weight ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 2 funds opened new Invesco ESG S&P 500 Equal Weight ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest Invesco ESG S&P 500 Equal Weight ETF buyer in Q2 2025 was Citadel Advisors, an estimated $712K added.
  • The largest Invesco ESG S&P 500 Equal Weight ETF seller in Q2 2025 was Stewardship Advisors, an estimated $79.5K sold.

Based on aggregated 13F filings for Q2 2025.