INVESCO S&P 500 EQUAL WEIGHT (RSPF) Institutional Shareholders

INVESCO S&P 500 EQUAL WEIGHT (RSPF) 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 $133.70M in RSPF holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of RSPF tracked by InsiderSet, reporting ownership valued at approximately $19.17M 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 $20.04M, representing an estimated gain of +4.55% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed RSPF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Joseph Group Capital Management, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 EQUAL WEIGHT (RSPF).

This page ranks the largest institutional RSPF 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

100

Total Reported Value

$133.70M

Largest Holder

Bank Of America Corp

Largest Position

$19.17M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

119

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.00%247,166$19,167,704$20,040,219+$872,515+4.55%
Morgan Stanley0.00%187,386$14,531,895$15,193,257+$661,362+4.55%
Joseph Group Capital Management1.77%108,498$8,414,040$8,797,018+$382,978+4.55%
Joseph P. Lucia & Associates, Llc1.84%78,992$6,125,797$6,404,671+$278,874+4.55%
Davis Investment Partners, Llc1.58%66,724$5,174,471$5,409,982+$235,511+4.55%
Blue Chip Partners, Llc0.32%65,648$5,090,969$5,322,740+$231,771+4.55%
Jpmorgan Chase & Co0.00%63,988$4,972,910$5,188,147+$215,237+4.33%
Allen Capital Group, Llc0.32%50,839$3,942,535$4,122,026+$179,491+4.55%
Farther Finance Advisors, Llc0.03%50,118$3,886,651$4,063,567+$176,916+4.55%
Yoder Wealth Management, Inc.1.38%45,649$3,540,080$3,701,221+$161,141+4.55%
Cetera Investment Advisers0.00%45,367$3,518,199$3,678,356+$160,157+4.55%
Ubs Group Ag0.00%41,067$3,184,746$3,329,712+$144,966+4.55%
Pgim Custom Harvest Llc0.04%39,668$3,076,221$3,216,281+$140,060+4.55%
Goldman Sachs Group Inc0.00%37,840$2,934,492$3,068,067+$133,575+4.55%
Arkansas Financial Group, Inc.0.37%36,356$2,819,418$2,947,744+$128,326+4.55%
Wells Fargo & Company/Mn0.00%32,434$2,515,233$2,629,749+$114,516+4.55%
Lpl Financial Llc0.00%30,514$2,366,374$2,474,075+$107,701+4.55%
Raymond James Financial Inc0.00%25,920$2,010,082$2,101,594+$91,512+4.55%
Walker Asset Management, Llc0.89%22,712$1,761,316$1,841,489+$80,173+4.55%
Mai Capital Management0.01%20,741$1,608,487$1,681,680+$73,193+4.55%
Sunbelt Securities, Inc.0.09%20,838$1,487,623$1,689,545+$201,922+13.57%
Newedge Advisors, Llc0.00%18,777$1,456,100$1,522,439+$66,339+4.56%
Harbour Investments, Inc.0.02%18,573$1,440,337$1,505,899+$65,562+4.55%
Two Sigma Investments, Lp0.00%18,210$1,412,186$1,476,467+$64,281+4.55%
Susquehanna International Group, Llp0.00%17,633$1,367,439$1,429,684+$62,245+4.55%
Arkadios Wealth Advisors0.02%16,697$1,294,823$1,353,793+$58,970+4.55%
Hills Bank & Trust Co0.06%16,898$1,206,348$1,370,090+$163,742+13.57%
Osaic Holdings, Inc.0.00%15,432$1,197,954$1,251,227+$53,273+4.45%
Silver Oak Securities, Incorporated0.07%14,195$1,100,835$1,150,931+$50,096+4.55%
Stifel Financial Corp0.00%14,121$1,095,087$1,144,931+$49,844+4.55%
Lido Advisors, Llc0.00%14,093$1,092,912$1,142,660+$49,748+4.55%
Ausdal Financial Partners, Inc.0.04%13,620$1,056,218$1,104,310+$48,092+4.55%
Commonwealth Equity Services, Llc0.00%13,065$1,013,200$1,059,310+$46,110+4.55%
Mission Wealth Management, Lp0.01%12,912$1,001,326$1,046,905+$45,579+4.55%
Jones Financial Companies Lllp0.00%12,701$986,296$1,029,797+$43,501+4.41%
Pacific Sun Financial Corp0.40%12,520$970,926$1,015,122+$44,196+4.55%
Geneos Wealth Management Inc.0.02%12,217$947,428$990,554+$43,126+4.55%
Focus Financial Network, Inc.0.03%11,513$892,807$933,474+$40,667+4.55%
Frg Family Wealth Advisors Llc0.13%11,375$812,061$922,285+$110,224+13.57%
Perryman Financial Advisory Inc0.10%9,272$719,018$751,774+$32,756+4.56%
Private Advisor Group, Llc0.00%9,166$710,847$743,179+$32,332+4.55%
Friedenthal Financial0.27%7,663$594,266$621,316+$27,050+4.55%
Empirical Asset Management, Llc0.12%6,985$541,687$566,344+$24,657+4.55%
Berger Financial Group, Inc0.03%6,680$518,056$541,614+$23,558+4.55%
Kestra Advisory Services, Llc0.00%6,547$507,694$530,831+$23,137+4.56%
Corient Private Wealth Llc0.00%6,347$492,210$514,615+$22,405+4.55%
Envestnet Asset Management Inc0.00%6,322$490,271$512,588+$22,317+4.55%
Mml Investors Services, Llc0.00%5,406$419,226$438,318+$19,092+4.55%
Bip Wealth, Llc0.01%5,298$410,877$429,562+$18,685+4.55%
Asset One Wealth Management Llc0.04%4,935$406,101$400,130-$5,971-1.47%
Showing 50 of 100

Frequently asked questions about RSPF

  • Who owns the most RSPF stock?

    The largest holders of RSPF 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 EQUAL WEIGHT (RSPF).

  • Is RSPF widely held by superinvestors?

    Many widely followed stocks like RSPF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSPF 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.