RSPE Institutional Ownership
Invesco ESG S&P 500 Equal Weight ETF
1W: -0.7%
1M: -3.3%
3M: -1.8%
YTD: +12.1%
1Y: +16.0%
3Y: +61.0%
$33.62
+0.15 (+0.44%)
Weekly Expected Move ±1.4%
$33
$33
$34
$34
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RSPE
35
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
4
New Positions
11
Increased
13
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EASTERN BANK | 566,258 | 19M | +182,160 | +47.4% | 2Q | SEC ↗ |
| 2 | Stewardship Advisors, LLC | 191,492 | 6M | -8,929 | -4.5% | 7Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 131,943 | 4M | +68,025 | +106.4% | 16Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 63,712 | 2M | +40,367 | +172.9% | 2Q | SEC ↗ |
| 5 | Invesco Ltd. | 39,683 | 1M | -4,762 | -10.7% | 7Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 32,327 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 24,419 | 821K | -2,086 | -7.9% | 10Q | SEC ↗ |
| 8 | Sepio Capital, LP | 22,121 | 744K | — | +0.0% | 3Q | SEC ↗ |
| 9 | Tower Research Capital LLC (TRC) | 21,574 | 725K | +4,687 | +27.8% | 19Q | SEC ↗ |
| 10 | Advisory Services Network, LLC | 18,521 | 623K | +3,428 | +22.7% | 2Q | SEC ↗ |
| 11 | Heck Capital Advisors, LLC | 16,897 | 568K | -2,119 | -11.1% | 12Q | SEC ↗ |
| 12 | Bond & Devick Financial Network, Inc. | 16,031 | 539K | +1,874 | +13.2% | 6Q | SEC ↗ |
| 13 | NATIONAL BANK OF CANADA /FI | 15,828 | 532K | +59 | +0.4% | 14Q | SEC ↗ |
| 14 | Betterment LLC | 15,532 | 522K | -285 | -1.8% | 3Q | SEC ↗ |
| 15 | Allegheny Financial Group | 15,172 | 510K | +12 | +0.1% | 3Q | SEC ↗ |
| 16 | Advisor OS, LLC | 13,456 | 452K | -279 | -2.0% | 13Q | SEC ↗ |
| 17 | MJP ASSOCIATES INC /ADV | 13,456 | 452K | -279 | -2.0% | 14Q | SEC ↗ |
| 18 | Community Financial Services Group, LL | 12,379 | 416K | +6,241 | +101.7% | 2Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 11,452 | 385K | -690 | -5.7% | 9Q | SEC ↗ |
| 20 | GRIMES & Co WEALTH MANAGEMENT, LLC | 10,344 | 348K | +41 | +0.4% | 3Q | SEC ↗ |
| 21 | Birch Hill Investment Advisors LLC | 9,260 | 311K | — | +0.0% | 6Q | SEC ↗ |
| 22 | Kingsview Wealth Management, LLC | 8,300 | 279K | — | +0.0% | 5Q | SEC ↗ |
| 23 | Pekin Hardy Strauss, Inc. NEW | 7,447 | 250K | — | +0.0% | 1Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC NEW | 6,550 | 220K | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 2,362 | 79K | +1,159 | +96.3% | 3Q | SEC ↗ |
| 26 | Ritter Daniher Financial Advisory LLC | 1,913 | 64K | — | +0.0% | 2Q | SEC ↗ |
| 27 | BLAIR WILLIAM & CO/IL | 990 | 33K | -1,646 | -62.4% | 12Q | SEC ↗ |
| 28 | CWM, LLC | 792 | 27K | — | +0.0% | 14Q | SEC ↗ |
| 29 | Aptus Capital Advisors, LLC | 377 | 13K | — | +0.0% | 8Q | SEC ↗ |
| 30 | Milestone Investment Advisors LLC | 87 | 3K | — | +0.0% | 14Q | SEC ↗ |
| 31 | VANGUARD ADVISERS INC NEW | 61 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 32 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 3Q | SEC ↗ |
| 33 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | 0K | -377 | -100.0% | 1Q | SEC ↗ |
| 34 | GoalVest Advisory LLC | 0 | 0K | -1,220 | -100.0% | 1Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 0 | 0K | -8,214 | -100.0% | 2Q | SEC ↗ |
| 36 | Mountain Capital Investment Advisors I | 0 | 0K | -50,074 | -100.0% | 7Q | SEC ↗ |
| 37 | Focus Partners Advisor Solutions, LLC | 0 | 0K | -9,975 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 32,327 | 1M |
| Pekin Hardy Strauss, Inc. | 7,447 | 250K |
| RAYMOND JAMES FINANCIAL INC | 6,550 | 220K |
| VANGUARD ADVISERS INC | 61 | 2K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mountain Capital Investment Advisor | 50,074 | 2M |
| Focus Partners Advisor Solutions, L | 9,975 | 335K |
| ENVESTNET ASSET MANAGEMENT INC | 8,214 | 276K |
| GoalVest Advisory LLC | 1,220 | 41K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 377 | 13K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EASTERN BANK | +182,160 | +47.4% | 566,258 |
| COMMONWEALTH EQUITY SERVICES, LLC | +68,025 | +106.4% | 131,943 |
| GOLDMAN SACHS GROUP INC | +40,367 | +172.9% | 63,712 |
| Community Financial Services Group, | +6,241 | +101.7% | 12,379 |
| Tower Research Capital LLC (TRC) | +4,687 | +27.8% | 21,574 |
| Advisory Services Network, LLC | +3,428 | +22.7% | 18,521 |
| Bond & Devick Financial Network, In | +1,874 | +13.2% | 16,031 |
| ROYAL BANK OF CANADA | +1,159 | +96.3% | 2,362 |
| NATIONAL BANK OF CANADA /FI | +59 | +0.4% | 15,828 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | +41 | +0.4% | 10,344 |
| Allegheny Financial Group | +12 | +0.1% | 15,172 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Stewardship Advisors, LLC | -8,929 | -4.5% | 191,492 |
| Invesco Ltd. | -4,762 | -10.7% | 39,683 |
| Heck Capital Advisors, LLC | -2,119 | -11.1% | 16,897 |
| BANK OF AMERICA CORP /DE | -2,086 | -7.9% | 24,419 |
| BLAIR WILLIAM & CO/IL | -1,646 | -62.4% | 990 |
| OSAIC HOLDINGS, INC. | -690 | -5.7% | 11,452 |
| Betterment LLC | -285 | -1.8% | 15,532 |
| Advisor OS, LLC | -279 | -2.0% | 13,456 |
| MJP ASSOCIATES INC /ADV | -279 | -2.0% | 13,456 |