RSPE Institutional Ownership & Shareholders
INVESCO ESG SP 500 EQ WEIGHT (RSPE) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $43.68M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Eastern Bank is currently the largest disclosed institutional shareholder of RSPE tracked by InsiderSet, reporting ownership valued at approximately $18.54M in its September 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 $19.34M, representing an estimated gain of +4.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed RSPE value among the investors covered in this analysis. Major shareholders include Eastern Bank, Stewardship Advisors, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INVESCO ESG SP 500 EQ WEIGHT (RSPE).
This page ranks the largest institutional RSPE 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
34
Total Reported Value
$43.68M
Largest Holder
Eastern Bank
Largest Position
$18.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Eastern Bank | 0.28% | 554,225 | $18,536,609 | $19,342,563 | +$805,954 | +4.35% | |
| Stewardship Advisors, Llc | 1.28% | 183,443 | $6,135,435 | $6,402,197 | +$266,762 | +4.35% | |
| Commonwealth Equity Services, Llc | 0.01% | 139,816 | $4,676,280 | $4,879,606 | +$203,326 | +4.35% | |
| Goldman Sachs Group Inc | 0.00% | 63,712 | $2,160,474 | $2,223,562 | +$63,088 | +2.92% | |
| Invesco Ltd. | 0.00% | 39,683 | $1,345,651 | $1,384,945 | +$39,294 | +2.92% | |
| Citadel Advisors Llc | 0.00% | 32,327 | $1,096,209 | $1,128,219 | +$32,010 | +2.92% | |
| Bond & Devick Financial Network, Inc. | 0.20% | 24,836 | $830,665 | $866,781 | +$36,116 | +4.35% | |
| Bank Of America Corp | 0.00% | 24,419 | $828,048 | $852,228 | +$24,180 | +2.92% | |
| Sepio Capital, Lp | 0.03% | 22,858 | $764,523 | $797,749 | +$33,226 | +4.35% | |
| Tower Research Capital Llc (Trc) | 0.02% | 21,574 | $731,574 | $752,937 | +$21,363 | +2.92% | |
| Advisory Services Network, Llc | 0.01% | 18,521 | $628,064 | $646,387 | +$18,323 | +2.92% | |
| Heck Capital Advisors, Llc | 0.03% | 16,840 | $563,231 | $587,719 | +$24,488 | +4.35% | |
| National Bank Of Canada | 0.00% | 15,828 | $536,094 | $552,400 | +$16,306 | +3.04% | |
| Betterment Llc | 0.00% | 15,532 | $527,000 | $542,070 | +$15,070 | +2.86% | |
| Allegheny Financial Group | 0.05% | 15,172 | $514,494 | $529,506 | +$15,012 | +2.92% | |
| Advisor Os, Llc | 0.03% | 13,456 | $456,303 | $469,617 | +$13,314 | +2.92% | |
| Mjp Associates Inc | 0.05% | 13,456 | $456,303 | $469,617 | +$13,314 | +2.92% | |
| Truist Financial Corp | 0.00% | 13,479 | $450,832 | $470,420 | +$19,588 | +4.34% | |
| Community Financial Services Group, Llc | 0.06% | 12,010 | $401,936 | $419,151 | +$17,215 | +4.28% | |
| Osaic Holdings, Inc. | 0.00% | 11,452 | $388,335 | $399,677 | +$11,342 | +2.92% | |
| Grimes & Co Wealth Management, Llc | 0.01% | 10,995 | $367,742 | $383,728 | +$15,986 | +4.35% | |
| Birch Hill Investment Advisors Llc | 0.01% | 9,260 | $309,710 | $323,176 | +$13,466 | +4.35% | |
| Kingsview Wealth Management, Llc | 0.00% | 8,300 | $281,453 | $289,672 | +$8,219 | +2.92% | |
| Pekin Hardy Strauss, Inc. | 0.02% | 7,517 | $251,414 | $262,345 | +$10,931 | +4.35% | |
| Raymond James Financial Inc | 0.00% | 6,550 | $222,111 | $228,596 | +$6,485 | +2.92% | |
| Royal Bank Of Canada | 0.00% | 2,362 | $80,000 | $82,434 | +$2,434 | +3.04% | |
| Ritter Daniher Financial Advisory Llc / De | 0.01% | 1,913 | $64,870 | $66,764 | +$1,894 | +2.92% | |
| Blair William & Co/Il | 0.00% | 990 | $33,571 | $34,551 | +$980 | +2.92% | |
| Cwm, Llc | 0.00% | 792 | $23,310 | $27,641 | +$4,331 | +18.58% | |
| Aptus Capital Advisors, Llc | 0.00% | 377 | $12,784 | $13,157 | +$373 | +2.92% | |
| Milestone Investment Advisors Llc | 0.00% | 87 | $2,951 | $3,036 | +$85 | +2.89% | |
| Ancora Advisors Llc | 0.00% | 82 | $2,781 | $2,862 | +$81 | +2.91% | |
| Vanguard Advisers Inc | 0.00% | 61 | $2,069 | $2,129 | +$60 | +2.90% | |
| Morgan Stanley | 0.00% | 1 | $37 | $35 | -$2 | -5.68% |
Frequently asked questions about RSPE
Who are the largest institutional holders of RSPE?
The largest institutional holders of RSPE reported in the latest SEC Form 13F filings include Eastern Bank, Stewardship Advisors, Llc, Commonwealth Equity Services, Llc, Goldman Sachs Group Inc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported RSPE position.
What is RSPE institutional ownership?
This page tracks RSPE positions reported by institutional investment managers through SEC Form 13F. INVESCO ESG SP 500 EQ WEIGHT (RSPE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSPE?
InsiderSet currently tracks 34 institutional managers reporting RSPE 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 RSPE shareholders.
How much RSPE stock do institutions own?
Institutional investment managers disclosed approximately $43.68M in RSPE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSPE institutional ownership last updated?
The latest RSPE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 RSPE 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 RSPE position after the reporting date.
Are institutions buying or selling RSPE?
Institutional buying and selling can be analyzed by comparing RSPE positions across consecutive 13F reporting periods. InsiderSet's RSPE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSPE ownership changes.
How has RSPE institutional ownership changed over time?
InsiderSet tracks RSPE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.