INVESCO S&P 500 EQUAL WEIGHT (RSPU) Institutional Ownership Changes & 13F Activity
INVESCO S&P 500 EQUAL WEIGHT (RSPU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Newedge Advisors, Llc, Two Sigma Investments, Lp, Arete Wealth Advisors, Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Sell | -987 | -3.0% | 31,606 | $2.56M | Q1 2026 | Aug 26, 2026 |
| Wells Fargo & Company/Mn | Sell | -20,248 | -39.4% | 31,143 | $2.53M | Q1 2026 | Jul 08, 2026 |
| Orographic Financial Advisors, Llc | Buy | +21,505 | — | 21,505 | $1.74M | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +50 | — | 50 | $4.08K | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Sell | -68,244 | -74.1% | 23,890 | $23.89K | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +36,646 | — | 36,646 | $2.97M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +10,829 | +2.6% | 426,932 | $34.63M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -81,175 | -31.2% | 179,118 | $14.53M | Q1 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Buy | +38,400 | — | 38,400 | $3.11M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -26,302 | -81.6% | 5,936 | $481.47K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -13,712 | -83.6% | 2,696 | $218.67K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +13,626 | +12.3% | 124,761 | $10.13M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +8,831 | +58.3% | 23,973 | $1.93M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -6,250 | -22.4% | 21,654 | $1.76M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,864 | — | 4,864 | $394.52K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +4,428 | +16.8% | 30,769 | $2.50M | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +2,608 | — | 2,608 | $211.53K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +777 | +92.3% | 1,619 | $131.34K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +522 | +12.7% | 4,618 | $345.33K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +481 | +1.2% | 40,807 | $3.31M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Sell | -303 | -2.4% | 12,147 | $985.28K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Sell | -285 | -29.8% | 670 | $54.34K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +62 | +0.7% | 9,279 | $752.62K | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, Llc | Sell | -50 | -0.7% | 7,122 | $577.66K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +18 | +5.9% | 325 | $26.34K | Q1 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +18,209 | — | 18,209 | $1.83M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +13,178 | +9.5% | 152,506 | $12.37M | Q1 2026 | May 14, 2026 |
| Rm Financial Services, Llc | Buy | +9,200 | +22.3% | 50,393 | $4.09M | Q1 2026 | May 14, 2026 |
| Liberty One Investment Management, Llc | Buy | +1,885 | +6.9% | 29,104 | $2.36M | Q1 2026 | May 14, 2026 |
| Advisory Alpha, Llc | Buy | +575 | +5.4% | 11,296 | $916.22K | Q1 2026 | May 14, 2026 |
Frequently asked questions about RSPU activity
Which institutional owners are buying RSPU?
Institutional owners buying RSPU 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 RSPU activity?
"Buy" means an investor increased their reported position in RSPU compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 EQUAL WEIGHT (RSPU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSPU increasing?
Institutional interest in RSPU 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.