Who owns Invesco S&P 500 Equal Weight Financials ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RSPF from SEC Form 13F filings across 106 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 106 institutions disclosed 1.7M shares of Invesco S&P 500 Equal Weight Financials ETF worth $135.1M — about 50.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
106
13F holders
$135.1M
value, 2026 filers
50.6%
of shares outstanding (1.7M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RSPF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 247,166 | $19.2M | 0.0% | 7.2% | -2.0% |
| 2 | MORGAN STANLEY | 187,386 | $14.5M | 0.0% | 5.4% | +88.7% |
| 3 | Joseph Group Capital Management | 108,498 | $8.4M | 1.8% | 3.2% | +0.5% |
| 4 | Joseph P. Lucia & Associates, LLC | 78,992 | $6.1M | 1.8% | 2.3% | +0.2% |
| 5 | Davis Investment Partners, LLC | 66,724 | $5.2M | 1.6% | 1.9% | +0.6% |
| 6 | Blue Chip Partners, LLCNEW | 65,648 | $5.1M | 0.3% | 1.9% | new |
| 7 | JPMORGAN CHASE & CO | 63,988 | $5.0M | 0.0% | 1.9% | +2.0% |
| 8 | Allen Capital Group, LLC | 50,839 | $3.9M | 0.3% | 1.5% | -0.5% |
| 9 | Farther Finance Advisors, LLC | 50,118 | $3.9M | 0.0% | 1.5% | 0.0% |
| 10 | Yoder Wealth Management, Inc. | 45,649 | $3.5M | 1.4% | 1.3% | +2.6% |
| 11 | Cetera Investment Advisers | 45,367 | $3.5M | 0.0% | 1.3% | -15.8% |
| 12 | UBS Group AG | 41,067 | $3.2M | 0.0% | 1.2% | -0.5% |
| 13 | PGIM Custom Harvest LLC | 39,668 | $3.1M | 0.0% | 1.2% | +1.2% |
| 14 | GOLDMAN SACHS GROUP INC | 37,840 | $2.9M | 0.0% | 1.1% | +1.1% |
| 15 | ARKANSAS FINANCIAL GROUP, INC. | 36,356 | $2.8M | 0.4% | 1.1% | +0.7% |
| 16 | WELLS FARGO & COMPANY/MN | 32,434 | $2.5M | 0.0% | 0.9% | -27.0% |
| 17 | LPL Financial LLC | 30,514 | $2.4M | 0.0% | 0.9% | -53.7% |
| 18 | RAYMOND JAMES FINANCIAL INC | 25,920 | $2.0M | 0.0% | 0.8% | -1.0% |
| 19 | Walker Asset Management, LLC | 22,712 | $1.8M | 0.9% | 0.7% | +4.4% |
| 20 | MAI Capital Management | 20,741 | $1.6M | 0.0% | 0.6% | +91.2% |
| 21 | NewEdge Advisors, LLC | 18,777 | $1.5M | 0.0% | 0.5% | -41.0% |
| 22 | HARBOUR INVESTMENTS, INC. | 18,573 | $1.4M | 0.0% | 0.5% | -3.6% |
| 23 | TWO SIGMA INVESTMENTS, LP | 18,210 | $1.4M | 0.0% | 0.5% | +7.1% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 17,633 | $1.4M | 0.0% | 0.5% | new |
| 25 | HighTower Advisors, LLC | 17,573 | $1.4M | 0.0% | 0.5% | -1.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.