13FBOX
INVESCO ESG S&P 500 EQUL · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO ESG S&P 500 EQUL

RSPE
持有机构数
32
机构合计市值 (Q2 2026)
$4,370.8万
机构合计股数 (Q2 2026)
129.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+35.5万股
17 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.4万股
14 · 5 清仓 · ≈
⚖️ 净额
+27.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,370.8万
持有机构数
32
新买入
6
加仓
11
减仓
9
清仓
5
持股不变
6
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
东方银行EASTERN BANK
0.29%0.19%#2$1,920.2万56.6万股$1,130.5万38.4万股+18.2万股+47.43%加仓
Stewardship Advisors, LLC
1.35%1.36%#1$649.3万19.1万股$589.9万20.0万股-8,929股-4.46%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#16$447.4万13.2万股$188.1万6.4万股+6.8万股+106.43%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#22$216.0万6.4万股$68.7万2.3万股+4.0万股+172.91%加仓
景顺Invesco Ltd.
<0.01%<0.01%#24$134.6万4.0万股$130.8万4.4万股-4,762股-10.71%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#23$109.6万3.2万股$00股+3.2万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#29$82.8万2.4万股$78.0万2.7万股-2,086股-7.87%减仓
Sepio Capital, LP
0.04%0.04%#7$75.0万2.2万股$65.1万2.2万股00.00%持仓不变
Tower Research Capital LLC (TRC)
0.02%0.01%#11$73.2万2.2万股$49.7万1.7万股+4,687股+27.76%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#15$62.8万1.9万股$44.4万1.5万股+3,428股+22.71%加仓
Heck Capital Advisors, LLC
0.03%0.04%#8$57.3万1.7万股$56.0万1.9万股-2,119股-11.14%减仓
Bond & Devick Financial Network, Inc.
0.13%0.12%#3$54.4万1.6万股$41.7万1.4万股+1,874股+13.24%加仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#20$53.6万1.6万股$46.3万1.6万股+59股+0.37%加仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#18$52.7万1.6万股$46.5万1.6万股-285股-1.80%减仓
Allegheny Financial Group
0.05%0.06%#5$51.4万1.5万股$44.6万1.5万股+12股+0.08%加仓
MJP ASSOCIATES INC /ADV
0.05%0.05%#6$45.6万1.3万股$40.4万1.4万股-279股-2.03%减仓
Advisor OS, LLC
0.03%0.03%#9$45.6万1.3万股$40.4万1.4万股-279股-2.03%减仓
Community Financial Services Group, LLC
0.06%0.03%#4$42.1万1.2万股$18.2万6,138股+6,241股+101.68%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$38.8万1.1万股$35.7万1.2万股-690股-5.68%减仓
GRIMES & Co 财富管理GRIMES & Co WEALTH MANAGEMENT, LLC
0.01%0.01%#14$35.1万1.0万股$30.3万1.0万股+41股+0.40%加仓
Birch Hill 投资顾问Birch Hill Investment Advisors LLC
0.01%0.01%#12$31.4万9,260股$27.3万9,260股00.00%持仓不变
Pekin Hardy Strauss, Inc.
0.02%#10$25.3万7,447股$00股+7,447股新买入
Kingsview Wealth Management, LLC
<0.01%<0.01%#17$24.4万8,300股$24.4万8,300股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#27$22.2万6,550股$00股+6,550股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#30$8.0万2,362股$3.5万1,203股+1,159股+96.34%加仓
Ritter Daniher Financial Advisory LLC / DE
0.01%0.01%#13$6.5万1,913股$5.6万1,913股00.00%持仓不变
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#26$3.4万990股$7.8万2,636股-1,646股-62.44%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#25$1.3万377股$1.1万377股00.00%持仓不变
Milestone Investment Advisors LLC
<0.01%<0.01%#19$2,95187股$2,56187股00.00%持仓不变
锚顾问Ancora Advisors LLC
<0.01%#28$2,78182股$00股+82股新买入
先锋领航顾问VANGUARD ADVISERS INC
<0.01%#31$2,06961股$00股+61股新买入
摩根士丹利MORGAN STANLEY
<0.01%#32$371股$00股+1股新买入

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