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Invesco ESG S&P 500 Equal Weight ETF

21 hedge funds and large institutions have $18.3M invested in Invesco ESG S&P 500 Equal Weight ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

16% more capital invested

Capital invested by funds: $15.7M → $18.3M (+$2.53M)

3.12% more ownership

Funds ownership: 63.37%66.49% (+3.1%)

16% less funds holding

Funds holding: 2521 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Stewardship Advisors
Pennsylvania
$6.59M -$49.3K -1,747 -0.8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.37M +$1.94M +68,825 +144%
MCIA
3
Mountain Capital Investment Advisors
Colorado
$1.69M +$10.2K +360 +0.6%
Invesco
4
Invesco
Georgia
$1.17M -$19.6K -695 -2%
TRCT
5
Tower Research Capital (TRC)
New York
$851K +$380K +13,466 +84%
Bank of America
6
Bank of America
North Carolina
$716K
HCA
7
Heck Capital Advisors
Wisconsin
$671K -$734 -26 -0.1%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$497K +$484K +17,137 New
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$450K -$1.61K -57 -0.4%
AO
10
Advisor OS
Illinois
$381K +$1.55K +55 +0.4%
MA
11
MJP Associates
Connecticut
$381K +$1.55K +55 +0.4%
BHIA
12
Birch Hill Investment Advisors
Massachusetts
$334K +$10.3K +365 +3%
BDFN
13
Bond & Devick Financial Network
Minnesota
$314K +$3.22K +114 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$276K -$42.1K -1,490 -13%
KWM
15
Kingsview Wealth Management
Oregon
$231K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$222K +$217K +7,673 New
William Blair & Company
17
William Blair & Company
Illinois
$84.3K +$2.54K +90 +3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$23K
ACA
19
Aptus Capital Advisors
Alabama
$10.9K
MIA
20
Milestone Investment Advisors
Wisconsin
$2.52K
MWM
21
MGB Wealth Management
Texas
$1.56K
Citadel Advisors
22
Citadel Advisors
Florida
-$1.08M -39,359 Closed
UBS Group
23
UBS Group
Switzerland
-$84.2K -3,056 Closed
GWANC
24
Guardian Wealth Advisors (North Carolina)
North Carolina
-$10.4K -377 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$28 -1 Closed

RSPE Hedge Fund Activity: Q3 2025 in Review

21 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) for Q3 2025, worth a combined $18.3M — up 16% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RSPE and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.08M sold.

  • 21 institutional investors held Invesco ESG S&P 500 Equal Weight ETF (RSPE) as of Q3 2025, down from 25 in Q2 2025.
  • Funds reported $18.3M of Invesco ESG S&P 500 Equal Weight ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 2 funds opened new Invesco ESG S&P 500 Equal Weight ETF positions in Q3 2025 and 6 closed out, a net change of -4 holders.
  • The largest Invesco ESG S&P 500 Equal Weight ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $1.94M added.
  • The largest Invesco ESG S&P 500 Equal Weight ETF seller in Q3 2025 was Citadel Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2025.