RSPA Institutional Ownership & Shareholders
INVESCO S&P 500 EW INCOME AD (RSPA) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $574.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $220.40M, representing an estimated loss of -0.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed RSPA value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Lpl Financial Llc, Morgan Stanley, 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
93
Total Reported Value
$574.66M
Largest Holder
Invesco Ltd.
Largest Position
$220.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
1
| 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 | $220,401,908 | -$330,996 | -0.15% | |
| Lpl Financial Llc | 0.02% | 1,447,161 | $77,206,039 | $77,090,266 | -$115,773 | -0.15% | |
| Morgan Stanley | 0.00% | 636,052 | $33,933,376 | $33,882,490 | -$50,886 | -0.15% | |
| Wells Fargo & Company/Mn | 0.01% | 618,978 | $33,022,486 | $32,972,958 | -$49,528 | -0.15% | |
| Jones Financial Companies Lllp | 0.01% | 550,723 | $29,463,677 | $29,337,014 | -$126,663 | -0.43% | |
| Ubs Group Ag | 0.00% | 407,224 | $21,725,400 | $21,692,822 | -$32,578 | -0.15% | |
| Osaic Holdings, Inc. | 0.01% | 225,675 | $12,042,077 | $12,021,707 | -$20,370 | -0.17% | |
| Prevail Innovative Wealth Advisors, Llc | 1.49% | 221,199 | $11,548,800 | $11,783,271 | +$234,471 | +2.03% | |
| Cetera Investment Advisers | 0.01% | 212,536 | $11,338,827 | $11,321,793 | -$17,034 | -0.15% | |
| Retirement Financial Solutions, Llc | 2.55% | 208,862 | $10,766,859 | $11,126,079 | +$359,220 | +3.34% | |
| Raymond James Financial Inc | 0.00% | 160,175 | $8,545,336 | $8,532,522 | -$12,814 | -0.15% | |
| Brookstone Capital Management | 0.08% | 159,426 | $8,218,422 | $8,492,623 | +$274,201 | +3.34% | |
| Commonwealth Equity Services, Llc | 0.01% | 119,483 | $6,159,370 | $6,364,859 | +$205,489 | +3.34% | |
| Lane Brothers & Co Inc | 6.00% | 115,279 | $5,942,609 | $6,140,912 | +$198,303 | +3.34% | |
| Royal Bank Of Canada | 0.00% | 94,471 | $5,040,000 | $5,032,470 | -$7,530 | -0.15% | |
| Advisor Os, Llc | 0.33% | 97,676 | $5,035,221 | $5,203,201 | +$167,980 | +3.34% | |
| Sageguard Financial Group, Llc | 0.67% | 89,000 | $4,748,146 | $4,741,030 | -$7,116 | -0.15% | |
| Flagship Harbor Advisors, Llc | 0.16% | 84,642 | $4,363,281 | $4,508,879 | +$145,598 | +3.34% | |
| Mjp Associates Inc | 0.46% | 78,670 | $4,197,033 | $4,190,751 | -$6,282 | -0.15% | |
| Compass Financial Services Inc | 1.26% | 63,380 | $3,381,338 | $3,376,253 | -$5,085 | -0.15% | |
| Truist Financial Corp | 0.00% | 65,108 | $3,356,310 | $3,468,303 | +$111,993 | +3.34% | |
| Perigon Wealth Management, Llc | 0.05% | 65,039 | $3,352,760 | $3,464,628 | +$111,868 | +3.34% | |
| Prospera Financial Services Inc | 0.05% | 60,377 | $3,221,838 | $3,216,283 | -$5,555 | -0.17% | |
| Natixis Advisors, Llc | 0.00% | 55,127 | $2,941,000 | $2,936,615 | -$4,385 | -0.15% | |
| Stifel Financial Corp | 0.00% | 54,132 | $2,887,957 | $2,883,612 | -$4,345 | -0.15% | |
| Colonial River Investments, Llc | 0.60% | 44,852 | $2,312,134 | $2,389,266 | +$77,132 | +3.34% | |
| Kestra Advisory Services, Llc | 0.01% | 40,976 | $2,112,306 | $2,182,792 | +$70,486 | +3.34% | |
| Janney Montgomery Scott Llc | 0.00% | 33,139 | $1,768,000 | $1,765,315 | -$2,685 | -0.15% | |
| Private Advisor Group, Llc | 0.01% | 29,811 | $1,590,431 | $1,588,032 | -$2,399 | -0.15% | |
| Peck Wealth Management, Llc | 1.32% | 30,228 | $1,558,253 | $1,610,246 | +$51,993 | +3.34% | |
| Shepherd Wealth Management Ltd Liability Co | 0.85% | 6,956 | $1,535,622 | $370,546 | -$1,165,076 | -75.87% | |
| Envestnet Asset Management Inc | 0.00% | 27,857 | $1,486,163 | $1,483,942 | -$2,221 | -0.15% | |
| Bank Of America Corp | 0.00% | 25,324 | $1,351,035 | $1,349,009 | -$2,026 | -0.15% | |
| Armstrong Advisory Group, Inc | 0.08% | 25,988 | $1,339,668 | $1,384,381 | +$44,713 | +3.34% | |
| Gateway Wealth Partners, Llc | 0.08% | 23,719 | $1,265,409 | $1,263,511 | -$1,898 | -0.15% | |
| Old Mission Capital Llc | 0.03% | 22,981 | $1,226,036 | $1,224,198 | -$1,838 | -0.15% | |
| Apollon Wealth Management, Llc | 0.01% | 23,443 | $1,208,512 | $1,248,809 | +$40,297 | +3.33% | |
| Nations Financial Group Inc | 0.05% | 20,472 | $1,092,216 | $1,090,543 | -$1,673 | -0.15% | |
| O'Rourke & Company, Inc | 0.38% | 20,219 | $1,078,721 | $1,077,066 | -$1,655 | -0.15% | |
| Wealthcare Advisory Partners Llc | 0.02% | 20,085 | $1,035,359 | $1,069,928 | +$34,569 | +3.34% | |
| Great Valley Advisor Group, Inc. | 0.02% | 19,384 | $1,034,154 | $1,032,586 | -$1,568 | -0.15% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 17,366 | $926,476 | $925,087 | -$1,389 | -0.15% | |
| &Partners | 0.00% | 17,194 | $916,134 | $915,924 | -$210 | -0.02% | |
| Winnow Wealth Llc | 0.54% | 15,812 | $815,102 | $842,305 | +$27,203 | +3.34% | |
| Cibc World Market Inc. | 0.00% | 14,623 | $780,137 | $778,967 | -$1,170 | -0.15% | |
| Barnett & Company, Inc. | 0.58% | 14,618 | $779,870 | $778,701 | -$1,169 | -0.15% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 13,796 | $736,060 | $734,913 | -$1,147 | -0.16% | |
| Stonex Group Inc. | 0.03% | 13,566 | $699,327 | $722,661 | +$23,334 | +3.34% | |
| Joel Isaacson & Co., Llc | 0.02% | 13,020 | $694,622 | $693,575 | -$1,047 | -0.15% | |
| Partners Wealth Management, Llc | 0.07% | 12,513 | $645,045 | $666,568 | +$21,523 | +3.34% |
Frequently asked questions about RSPA
Who are the largest institutional holders of RSPA?
The largest institutional holders of RSPA reported in the latest SEC Form 13F filings include Invesco Ltd., Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported RSPA position.
What is RSPA institutional ownership?
This page tracks RSPA positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 EW INCOME AD (RSPA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPA?
InsiderSet currently tracks 93 institutional managers reporting RSPA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RSPA shareholders.
How much RSPA stock do institutions own?
Institutional investment managers disclosed approximately $574.66M in RSPA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPA institutional ownership last updated?
The latest RSPA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RSPA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RSPA position after the reporting date.
Are institutions buying or selling RSPA?
Institutional buying and selling can be analyzed by comparing RSPA positions across consecutive 13F reporting periods. InsiderSet's RSPA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPA ownership changes.
How has RSPA institutional ownership changed over time?
InsiderSet tracks RSPA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.