Heck Capital Advisors 13F: Adds $2.7M to RSP Stake

An SEC filing shows Heck Capital Advisors grew its investment in the Invesco S&P 500 Equal Weight ETF by 12.5% during the quarter.

Reviewed by automated data checks against the source filing. How we make and check alerts

Heck Capital Advisors added 12,922 shares to its stake in Invesco S&P 500 Equal Weight ETF ($RSP), a 12.49% increase, according to a 13F filing with the SEC dated October 14, 2026. It reported 116,413 shares worth $24.22 million at the end of the quarter.

Since the filing, $RSP is up 0.9% to date (from the $212.09 close on Oct 14, 2026).

Find the original: Heck Capital Advisors 13F filings on SEC EDGAR

RSP Invesco S&P 500 Equal Weight ETF
$214.09 +12.34% year to date
Daily close · Oct 16, 2026

Key Points

  • Heck Capital Advisors boosted its stake in the Invesco S&P 500 Equal Weight ETF by 12.486109903276613% during the quarter, buying an additional 12922 shares.
  • Heck Capital Advisors held 116,413 $RSP shares at quarter end, up 12.49% from the prior quarter.
  • The fund ended the period with 116413 shares valued at approximately $24216328, according to its Form 13F filing submitted to the SEC on October 14, 2026.
  • The Invesco S&P 500 Equal Weight ETF closed at $212.09 on the filing date and recently traded around $214.00 as of October 16, 2026.

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Heck Capital Advisors grew its investment in the Invesco S&P 500 Equal Weight ETF (NYSEArca: RSP) during the quarter, boosting its holdings by 12,922 shares. That move was revealed in a Form 13F filing submitted to the SEC on October 14, 2026. Institutional filings like this one look backward at portfolio choices made during the previous quarter, meaning they show holdings as of the reporting period and may not represent the fund's exact holdings today.

13F track record

Heck Capital Advisors vs. the S&P 500

YTD return +2.10% hypothetical
All-time return +2.10% S&P 500 +5.27%
vs. S&P 500 -3.17% behind the index

Hypothetical returns from Heck Capital Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in Heck Capital Advisors's Invesco S&P 500 Equal Weight ETF Position

The firm expanded its footprint in the fund by 12.5% during the period. Prior to the adjustment, Heck Capital Advisors held 103,491 shares of the exchange-traded fund. The purchase of 12,922 more shares brought its total stake to 116,413 shares. According to the regulatory filing, the updated position carried a total value of $24,216,328.

Invesco S&P 500 Equal Weight ETF Stock Down 0.5%

Shares of the Invesco S&P 500 Equal Weight ETF closed at $212.09 on October 14, 2026. The fund recently traded around $214.00 as of October 16, 2026, putting it up about 0.9% since the filing date. The stock sits roughly 0.9% below its 50-day moving average of $215.93 and about 3.6% above its 200-day moving average of $206.62. The fund trades roughly 4.2% under its 52-week high of $223.44 and well above its 52-week low of $182.11. The fund carries a price-to-earnings ratio of 20.85.

Dividend

The Invesco S&P 500 Equal Weight ETF offers a dividend yield of 1.53%, providing an income component for investors holding the fund alongside its exposure to the equal-weighted index components.

About Invesco S&P 500 Equal Weight ETF

The Invesco S&P 500 Equal Weight ETF tracks an index that includes all the companies found in the standard S&P 500 Index, but weights every constituent equally rather than by market capitalization. This approach gives smaller companies in the index a larger relative impact on performance. Institutional tracking of the fund, such as the recent buying activity by Heck Capital Advisors, highlights how professional managers allocate across equal-weighted large-cap strategies.

Bottom Line

Investors tracking Heck Capital Advisors will need to wait for subsequent quarterly disclosures to see if the firm continues adding to its position. Keep in mind that 13F filings are backward-looking and only capture portfolio choices from the end of the reported quarter.

Source: Heck Capital Advisors's 13F filing on $RSP (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Heck Capital Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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