14 institutions reported holding $34.0M of INVESCO EXCH TRADED FD TR II (RSPE) in SEC 13F filings for 2026-06-30. Largest institutional holders: EASTERN BANK ($19.2M), Stewardship Advisors, LLC ($6.5M), COMMONWEALTH EQUITY SERVICES, LLC ($4.5M), Sepio Capital, LP ($750,137), Heck Capital Advisors, LLC ($572,978). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EASTERN BANK | $19.2M | 566,258 | Added |
| 2 | Stewardship Advisors, LLC | $6.5M | 191,492 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 131,943 | Added |
| 4 | Sepio Capital, LP | $750,137 | 22,121 | Hold |
| 5 | Heck Capital Advisors, LLC | $572,978 | 16,897 | Trimmed |
| 6 | Bond & Devick Financial Network, Inc. | $543,611 | 16,031 | Added |
| 7 | Allegheny Financial Group | $514,494 | 15,172 | Added |
| 8 | Community Financial Services Group, LLC | $421,010 | 12,379 | Added |
| 9 | GRIMES & Co WEALTH MANAGEMENT, LLC | $350,748 | 10,344 | Added |
| 10 | Birch Hill Investment Advisors LLC | $314,007 | 9,260 | Hold |
| 11 | Pekin Hardy Strauss, Inc. | $252,528 | 7,447 | New |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $64,870 | 1,913 | Hold |
| 13 | Mountain Capital Investment Advisors Inc. | $0 | 0 | Exited |
| 14 | GoalVest Advisory LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30