Who Owns Invesco Exchange S&P 500 Equal ETF (RSPF)? -- Institutional Holders (2026-06-30)
112 institutions reported holding $135.4M of Invesco Exchange S&P 500 Equal ETF (RSPF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($19.2M), MORGAN STANLEY ($14.5M), Joseph Group Capital Management ($8.4M), Joseph P. Lucia & Associates, LLC ($6.1M), Davis Investment Partners, LLC ($5.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $19.2M | 247,166 | Trimmed |
| 2 | MORGAN STANLEY | $14.5M | 187,386 | Added |
| 3 | Joseph Group Capital Management | $8.4M | 108,498 | Added |
| 4 | Joseph P. Lucia & Associates, LLC | $6.1M | 78,992 | Added |
| 5 | Davis Investment Partners, LLC | $5.2M | 66,724 | Added |
| 6 | Blue Chip Partners, LLC | $5.1M | 65,648 | New |
| 7 | JPMORGAN CHASE & CO | $5.0M | 63,988 | Added |
| 8 | Allen Capital Group, LLC | $3.9M | 50,839 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $3.9M | 50,118 | Added |
| 10 | Yoder Wealth Management, Inc. | $3.5M | 45,649 | Added |
| 11 | Cetera Investment Advisers | $3.5M | 45,367 | Trimmed |
| 12 | UBS Group AG | $3.2M | 41,067 | Trimmed |
| 13 | PGIM Custom Harvest LLC | $3.1M | 39,668 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $2.9M | 37,840 | Added |
| 15 | ARKANSAS FINANCIAL GROUP, INC. | $2.8M | 36,356 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $2.5M | 32,434 | Trimmed |
| 17 | LPL Financial LLC | $2.4M | 30,514 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.0M | 25,920 | Trimmed |
| 19 | Walker Asset Management, LLC | $1.8M | 22,712 | Added |
| 20 | MAI Capital Management | $1.6M | 20,741 | Added |
| 21 | NewEdge Advisors, LLC | $1.5M | 18,777 | Trimmed |
| 22 | HARBOUR INVESTMENTS, INC. | $1.4M | 18,573 | Trimmed |
| 23 | TWO SIGMA INVESTMENTS, LP | $1.4M | 18,210 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 17,633 | New |
| 25 | HighTower Advisors, LLC | $1.4M | 17,573 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30