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See Which Recent 13F Filers Hold RSP

At Holdings Channel, we have reviewed the latest batch of the 54 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Invesco Exchange-Traded Fund Trust - S&P 500 Equal Weight ETF (Symbol: RSP) was held by 21 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in RSP positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Capital Investment Advisory Services LLC Existing -8,039-$222
Deane Retirement Strategies Inc. NEW +561+$119
Quartz Partners LLC Existing +484+$193
Integrated Advisors Network LLC Existing +12,546+$3,637
Grey Ledge Advisors LLC NEW +1,249+$266
Oribel Capital Management LP Existing -63,700-$12,113
St. Louis Trust Co Existing UNCH+$208
Moss Adams Wealth Advisors LLC Existing UNCH+$249
Grove Bank & Trust Existing -69+$178
Klingman & Associates LLC Existing UNCH+$283
Darwin Wealth Management LLC Existing -247+$93
Colorado Capital Management Inc. Existing UNCH+$126
Aptus Capital Advisors LLC Existing +87,270+$25,053
NorthCoast Asset Management LLC Existing -88+$177
Cottage Street Advisors LLC Existing +178+$80
Integrated Investment Consultants LLC Existing UNCH+$31
Schneider Downs Wealth Management Advisors LP NEW +997+$212
Alpha Omega Wealth Management LLC Existing -82+$304
Cedar Wealth Management LLC Existing UNCH+$97
Coastal Bridge Advisors LLC Existing +10,599+$2,921
Capital Asset Advisory Services LLC Existing +31+$35
Aggregate Change: +41,690+$21,927

In terms of shares owned, we count 6 of the above funds having increased existing RSP positions from 03/31/2026 to 06/30/2026, with 6 having decreased their positions and 3 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the RSP share count in the aggregate among all of the funds which held RSP at the 06/30/2026 reporting period (out of the 8,814 we looked at in total). We then compared that number to the sum total of RSP shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for RSP. We found that between these two periods, funds reduced their holdings by 297,886,956 shares in the aggregate, from 303,430,925 down to 5,543,969 for a share count decline of approximately -98.17%. The overall top three funds holding RSP on 06/30/2026 were:

»FundShares of RSP Held
1.Eastern Bank 731,262
2.Valeo Financial Advisors LLC 583,864
3.CoreCap Advisors LLC 465,261
4-10Find out the full Top 10 Hedge Funds Holding RSP»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Invesco Exchange-Traded Fund Trust - S&P 500 Equal Weight ETF (Symbol: RSP).

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Further RSP Research:

BNK Invest
BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.
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