Who owns Invesco S&P 500 Equal Weight Energy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RSPG from SEC Form 13F filings across 155 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, 155 institutions disclosed 3.2M shares of Invesco S&P 500 Equal Weight Energy ETF worth $312.8M — about 63% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
155
13F holders
$312.8M
value, 2026 filers
63%
of shares outstanding (3.2M 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 RSPG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 345,657 | $33.9M | 0.0% | 6.8% | +1.2% |
| 2 | MATAURO, LLC | 311,503 | $30.5M | 4.0% | 6.1% | +6.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 242,859 | $23.8M | 0.0% | 4.8% | -33.1% |
| 4 | Modern Wealth Management, LLCNEW | 220,963 | $21.6M | 0.3% | 4.4% | new |
| 5 | UBS Group AG | 197,562 | $19.4M | 0.0% | 3.9% | -48.7% |
| 6 | LPL Financial LLC | 146,920 | $14.4M | 0.0% | 2.9% | -22.9% |
| 7 | Cresset Asset Management, LLC | 122,886 | $12.0M | 0.0% | 2.4% | +29.9% |
| 8 | RAYMOND JAMES FINANCIAL INC | 108,806 | $10.7M | 0.0% | 2.1% | -20.5% |
| 9 | Farther Finance Advisors, LLC | 71,506 | $7.0M | 0.1% | 1.4% | +0.4% |
| 10 | Stonebridge Financial Group, LLC | 70,793 | $6.9M | 0.5% | 1.4% | +6.0% |
| 11 | Arkfeld Wealth Strategies, L.L.C. | 69,392 | $6.7M | 2.0% | 1.4% | -31.2% |
| 12 | Guild Investment Management, Inc. | 58,760 | $5.8M | 3.9% | 1.2% | +0.6% |
| 13 | OARSMAN CAPITAL, INC. | 56,517 | $5.5M | 0.6% | 1.1% | +0.9% |
| 14 | WELLS FARGO & COMPANY/MN | 49,545 | $4.9M | 0.0% | 1% | +30.1% |
| 15 | Sanctuary Advisors, LLC | 41,717 | $4.1M | 0.0% | 0.8% | +173.2% |
| 16 | JPMORGAN CHASE & CO | 39,268 | $3.9M | 0.0% | 0.8% | +128.7% |
| 17 | Private Advisory Group LLCNEW | 37,376 | $3.7M | 0.2% | 0.7% | new |
| 18 | OSAIC HOLDINGS, INC. | 34,792 | $3.4M | 0.0% | 0.7% | -2.3% |
| 19 | Aptus Capital Advisors, LLC | 32,074 | $3.1M | 0.0% | 0.6% | +2.2% |
| 20 | Financial Guidance Group, Inc. | 32,024 | $3.1M | 1.2% | 0.6% | +2.2% |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 30,842 | $3.0M | 0.0% | 0.6% | -76.4% |
| 22 | Davis Investment Partners, LLC | 30,053 | $2.9M | 0.9% | 0.6% | +0.2% |
| 23 | Cetera Investment Advisers | 29,975 | $2.9M | 0.0% | 0.6% | +42.8% |
| 24 | Ethos Financial Group, LLC | 29,921 | $2.9M | 0.2% | 0.6% | +56.7% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,922 | $2.8M | 0.0% | 0.6% | +64.3% |
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.