INVESCO S&P 500 EW INCOME AD (RSPA) Institutional Shareholders
INVESCO S&P 500 EW INCOME AD (RSPA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $612.37M in RSPA holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of RSPA tracked by InsiderSet, reporting ownership valued at approximately $220.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $218.17M, representing an estimated loss of -1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed RSPA value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Lpl Financial Llc, Cx Institutional, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EW INCOME AD (RSPA).
This page ranks the largest institutional RSPA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$612.37M
Largest Holder
Invesco Ltd.
Largest Position
$220.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.02% | 4,137,449 | $220,732,904 | $218,167,686 | -$2,565,218 | -1.16% | |
| Lpl Financial Llc | 0.02% | 1,447,161 | $77,206,039 | $76,308,800 | -$897,239 | -1.16% | |
| Cx Institutional | 1.43% | 927,556 | $49,485,000 | $48,910,028 | -$574,972 | -1.16% | |
| Morgan Stanley | 0.00% | 636,052 | $33,933,376 | $33,539,022 | -$394,354 | -1.16% | |
| Wells Fargo & Company/Mn | 0.01% | 618,978 | $33,022,486 | $32,638,710 | -$383,776 | -1.16% | |
| Jones Financial Companies Lllp | 0.01% | 550,723 | $29,463,677 | $29,039,624 | -$424,053 | -1.44% | |
| Ubs Group Ag | 0.00% | 407,224 | $21,725,400 | $21,472,922 | -$252,478 | -1.16% | |
| Osaic Holdings, Inc. | 0.01% | 225,675 | $12,042,077 | $11,899,843 | -$142,234 | -1.18% | |
| Cetera Investment Advisers | 0.01% | 212,536 | $11,338,827 | $11,207,023 | -$131,804 | -1.16% | |
| Retirement Financial Solutions, Llc | 2.56% | 195,187 | $10,413,206 | $10,292,211 | -$120,995 | -1.16% | |
| Prevail Innovative Wealth Advisors, Llc | 1.35% | 169,378 | $9,036,316 | $8,931,302 | -$105,014 | -1.16% | |
| Brookstone Capital Management | 0.09% | 166,836 | $8,900,719 | $8,797,262 | -$103,457 | -1.16% | |
| Raymond James Financial Inc | 0.00% | 160,175 | $8,545,336 | $8,446,028 | -$99,308 | -1.16% | |
| Lane Brothers & Co Inc | 5.22% | 149,447 | $7,972,972 | $7,880,340 | -$92,632 | -1.16% | |
| Royal Bank Of Canada | 0.00% | 94,471 | $5,040,000 | $4,981,456 | -$58,544 | -1.16% | |
| Flagship Harbor Advisors, Llc | 0.18% | 89,116 | $4,754,339 | $4,699,087 | -$55,252 | -1.16% | |
| Sageguard Financial Group, Llc | 0.67% | 89,000 | $4,748,146 | $4,692,970 | -$55,176 | -1.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 87,030 | $4,643,040 | $4,589,092 | -$53,948 | -1.16% | |
| Advisor Os, Llc | 0.28% | 78,670 | $4,197,033 | $4,148,269 | -$48,764 | -1.16% | |
| Mjp Associates Inc | 0.46% | 78,670 | $4,197,033 | $4,148,269 | -$48,764 | -1.16% | |
| Compass Financial Services Inc | 1.26% | 63,380 | $3,381,338 | $3,342,027 | -$39,311 | -1.16% | |
| Prospera Financial Services Inc | 0.05% | 60,377 | $3,221,838 | $3,183,679 | -$38,159 | -1.18% | |
| Natixis Advisors, Llc | 0.00% | 55,127 | $2,941,000 | $2,906,847 | -$34,153 | -1.16% | |
| Stifel Financial Corp | 0.00% | 54,132 | $2,887,957 | $2,854,380 | -$33,577 | -1.16% | |
| Perigon Wealth Management, Llc | 0.04% | 47,347 | $2,525,962 | $2,496,607 | -$29,355 | -1.16% | |
| Colonial River Investments, Llc | 0.56% | 37,225 | $1,985,962 | $1,962,874 | -$23,088 | -1.16% | |
| Peck Wealth Management, Llc | 1.67% | 37,045 | $1,976,351 | $1,953,383 | -$22,968 | -1.16% | |
| Kestra Advisory Services, Llc | 0.01% | 36,545 | $1,949,681 | $1,927,018 | -$22,663 | -1.16% | |
| Wealthcare Advisory Partners Llc | 0.04% | 35,796 | $1,909,713 | $1,887,523 | -$22,190 | -1.16% | |
| Janney Montgomery Scott Llc | 0.00% | 33,139 | $1,768,000 | $1,747,419 | -$20,581 | -1.16% | |
| Private Advisor Group, Llc | 0.01% | 29,811 | $1,590,431 | $1,571,934 | -$18,497 | -1.16% | |
| Shepherd Wealth Management Ltd Liability Co | 0.85% | 6,956 | $1,535,622 | $366,790 | -$1,168,832 | -76.11% | |
| Envestnet Asset Management Inc | 0.00% | 27,857 | $1,486,163 | $1,468,900 | -$17,263 | -1.16% | |
| Bank Of America Corp | 0.00% | 25,324 | $1,351,035 | $1,335,335 | -$15,700 | -1.16% | |
| Gateway Wealth Partners, Llc | 0.08% | 23,719 | $1,265,409 | $1,250,703 | -$14,706 | -1.16% | |
| Old Mission Capital Llc | 0.03% | 22,981 | $1,226,036 | $1,211,788 | -$14,248 | -1.16% | |
| Nations Financial Group Inc | 0.05% | 20,472 | $1,092,216 | $1,079,489 | -$12,727 | -1.17% | |
| O'Rourke & Company, Inc | 0.38% | 20,219 | $1,078,721 | $1,066,148 | -$12,573 | -1.17% | |
| Armstrong Advisory Group, Inc | 0.06% | 19,809 | $1,056,811 | $1,044,529 | -$12,282 | -1.16% | |
| Great Valley Advisor Group, Inc. | 0.02% | 19,384 | $1,034,154 | $1,022,118 | -$12,036 | -1.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 17,366 | $926,476 | $915,709 | -$10,767 | -1.16% | |
| &Partners | 0.00% | 17,194 | $916,134 | $906,640 | -$9,494 | -1.04% | |
| Cibc World Market Inc. | 0.00% | 14,623 | $780,137 | $771,071 | -$9,066 | -1.16% | |
| Barnett & Company, Inc. | 0.58% | 14,618 | $779,870 | $770,807 | -$9,063 | -1.16% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 13,796 | $736,060 | $727,463 | -$8,597 | -1.17% | |
| Joel Isaacson & Co., Llc | 0.02% | 13,020 | $694,622 | $686,545 | -$8,077 | -1.16% | |
| Ifp Advisors, Inc | 0.01% | 11,641 | $621,047 | $613,830 | -$7,217 | -1.16% | |
| First Manhattan Co. Llc. | 0.00% | 10,607 | $565,883 | $559,307 | -$6,576 | -1.16% | |
| Silverlake Wealth Management Llc | 0.11% | 10,317 | $550,408 | $544,015 | -$6,393 | -1.16% | |
| Stratos Investment Management, Llc | 0.02% | 10,276 | $548,260 | $541,853 | -$6,407 | -1.17% |
Frequently asked questions about RSPA
Who owns the most RSPA stock?
The largest holders of RSPA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 EW INCOME AD (RSPA).
Is RSPA widely held by superinvestors?
Many widely followed stocks like RSPA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSPA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.