INVESCO S&P 500 EQUAL WEIGHT (RSP) Institutional Ownership Changes & 13F Activity
INVESCO S&P 500 EQUAL WEIGHT (RSP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Corient Private Wealth Llc, Integrated Wealth Concepts Llc, Envestnet Portfolio Solutions, Inc., and Cherry Tree Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Goalvest Advisory Llc | Sell | -11,204 | -98.2% | 209 | $43.48K | Q3 2026 | Oct 02, 2026 |
| Allie Family Office Llc | Sell | -5,836 | -100.0% | 0 | $0.00 | Q3 2026 | Oct 02, 2026 |
| Private Client Services, Llc | Buy | +47 | +0.3% | 14,664 | $3.05M | Q3 2026 | Oct 02, 2026 |
| Cx Institutional | Buy | +1 | +0.2% | 481 | $100.00 | Q3 2026 | Oct 02, 2026 |
| First Financial Bank - Trust Division | Buy | +1,022 | +1.8% | 58,044 | $12.07M | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management Pbc | Buy | +549 | +6.4% | 9,123 | $1.90M | Q3 2026 | Oct 01, 2026 |
| Coastline Trust Co | Sell | -516 | -62.8% | 306 | $63.65K | Q3 2026 | Oct 01, 2026 |
| Stonebridge Financial Group, Llc | Buy | +136 | +14.3% | 1,087 | $226.19K | Q3 2026 | Oct 01, 2026 |
| Roxbury Financial Llc | Sell | -29 | -8.2% | 325 | $67.53K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,958,550 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -55,350 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -6,350 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Sell | -250 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -35,492 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -2,184 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Reynders Mcveigh Capital Management, Llc | Sell | -1,395 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -14,403 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Talon Private Wealth, Llc | Sell | -10,145 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -226,094 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -3,333 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Second Line Capital, Llc | Sell | -20,156 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -8,985 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -396,727 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Sell | -5,856 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Wellington Grp Llc | Sell | -980 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Absolute Gestao De Investimentos Ltda. | Sell | -3,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -1,330 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Envision Financial Transparency, Llc | Sell | -16,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Kidder Stephen W | Sell | -1,600 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Bernard Wealth Management Corp. | Sell | -1,430 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
Frequently asked questions about RSP activity
Which institutional owners are buying RSP?
Institutional owners buying RSP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RSP activity?
"Buy" means an investor increased their reported position in RSP compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 EQUAL WEIGHT (RSP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSP increasing?
Institutional interest in RSP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.