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RSPE INVESCO EXCH TRADED FD TR II

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ESG S&P 500 EQL (fund)

24 managers (24 13F filers) reported a position in RSPE shares at 2025-03-31, 518,528 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
24
13F filers
24
New
4
Added
9
Reduced
4
Sold out
0
Shares held by filers
518,528

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stewardship Advisors, LLC232,709$6.05M1.64%+42,16613F-HRTimeline
Mountain Capital Investment Advisors In…57,110$1.43M0.31%+10,65113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,392$1.13M<0.01%+16,54413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.39,400$1.03M<0.01%+2,04913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,121$628K<0.01%+90013F-HRTimelineGroup
Heck Capital Advisors, LLC23,239$605K0.07%-1,79913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,729$408K<0.01%+15013F-HRTimelineGroup
MJP ASSOCIATES INC /ADV12,177$317K0.06%+1,14313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,177$317K0.04%+1,14313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,057$314K<0.01%-1,29013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,866$309K<0.01%-20,17413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.10,689$278K0.1%new13F-HRTimeline
Birch Hill Investment Advisors LLC8,959$233K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,881$153K<0.01%-29,53813F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,989$130K<0.01%+4,95913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,416$62.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC792$21K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC341$8.87K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC341$8.87K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC87$2.26K<0.01%013F-HRTimeline
MGB Wealth Management, LLC54$1.41K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$43<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$26<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.