IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco ESG SP 500 EQ Weight (RSPE)

CUSIP: 46138G516 | NYSE | 52 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Eastern Bank554,225
0.3% of portfolio›$18.5M
Stewardship Advisors, LLC183,443
1.3% of portfolio›$6.1M
Commonwealth Equity Services, LLC139,816
0.0% of portfolio›$4.7M
Bond & Devick Financial Network, Inc.24,836
0.2% of portfolio›$830.7K
Sepio Capital, LP22,858
0.0% of portfolio›$764.5K
Heck Capital Advisors, LLC16,840
0.0% of portfolio›$563.2K
Allegheny Financial Group15,184
0.1% of portfolio›$507.9K
Advisor OS, LLC13,506
0.0% of portfolio›$451.7K
Truist Financial Corp13,479
0.0% of portfolio›$450.8K
Community Financial Services Group, LLC12,010
0.1% of portfolio›$401.9K
Grimes & Co Wealth Management, LLC10,995
0.0% of portfolio›$367.7K
Birch Hill Investment Advisors LLC9,260
0.0% of portfolio›$309.7K
Pekin Hardy Strauss, Inc.7,517
0.0% of portfolio›$251.4K
Milestone Investment Advisors LLC87
0.0% of portfolio›$2.9K
StyleTurnoverLocationFiled
Eastern Bank
554,225$18.5M0.3%GrowthMediumBoston, MA2026-10-05
Stewardship Advisors, LLC
183,443$6.1M1.3%ETFMediumMount Joy, PA2026-10-20
Commonwealth Equity Services, LLC
139,816$4.7M0.0%ETFLowWaltham, MA2026-11-02
Bond & Devick Financial Network, Inc.
24,836$830.7K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
Sepio Capital, LP
22,858$764.5K0.0%ETFLowSalt Lake City, UT2026-10-22
Heck Capital Advisors, LLC
16,840$563.2K0.0%ETFMediumRhinelander, WI2026-10-14
Allegheny Financial Group
15,184$507.9K0.1%CoreLowPittsburgh, PA2026-11-05
Advisor OS, LLC
13,506$451.7K0.0%ETFMediumChicago, IL2026-11-03
Truist Financial Corp
13,479$450.8K0.0%CoreLowCharlotte, NC2026-10-30
Community Financial Services Group, LLC
12,010$401.9K0.1%GrowthLowNewport, VT2026-10-15
Grimes & Co Wealth Management, LLC
10,995$367.7K0.0%CoreLowWestborough, MA2026-10-29
Birch Hill Investment Advisors LLC
9,260$309.7K0.0%CoreVery LowBoston, MA2026-10-16
Pekin Hardy Strauss, Inc.
7,517$251.4K0.0%ValueMediumChicago, IL2026-11-02
Milestone Investment Advisors LLC
87$2.9K0.0%ETFVery LowMiddleton, WI2026-11-05