Who owns RSPF?
Invesco S&P 500 Equal Weight Financials ETF · Invesco
106 institutions reported holding RSPF, worth $135.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RSPF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $19.2M | 247,166 | −4,951 shares |
| Morgan Stanley | New York, NY | $14.5M | 187,386 | +88,062 shares |
| Joseph Group Capital Management | Columbus, OH | $8.4M | 108,498 | +515 shares |
| Joseph P. Lucia & Associates, LLC | Yorktown Heights, NY | $6.1M | 78,992 | +167 shares |
| Davis Investment Partners, LLC | Charlotte, NC | $5.2M | 66,724 | +400 shares |
| Blue Chip Partners, LLC | Farmington Hills, MI | $5.1M | 65,648 | New position |
| JPMorgan Chase & Co | New York, NY | $5.0M | 63,988 | +1,240 shares |
| Allen Capital Group, LLC | Grand Island, NE | $3.9M | 50,839 | −248 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $3.9M | 50,118 | +13 shares |
| Yoder Wealth Management, Inc. | Walnut Creek, CA | $3.5M | 45,649 | +1,147 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RSPF?
106 institutional managers reported holding RSPF in Form 13F filings for June 30, 2026, worth $135.7M in total. The largest reported position was held by Bank of America Corp., at $19.2M.
Did institutions buy or sell RSPF last quarter?
Reported 13F value rose 16.2% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RSPF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.