Jefferies Group's RSP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 147,822 shares of Invesco S&P 500 Equal Weight ETF (RSP) worth $28.32 M, representing 0.14% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in RSP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 567,270 shares. Largest reduction occurred in Q1 2024, reducing 622,970 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Invesco S&P 500 Equal Weight ETF (RSP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco S&P 500 Equal Weight ETF (RSP) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -16,334 | Reduce 9.95% | 147,822 | $191.56 |
| Q3 2025 | -60,136 | Reduce 26.81% | 164,156 | $189.70 |
| Q2 2025 | +76,534 | Add 51.80% | 224,292 | $181.74 |
| Q1 2025 | -12,752 | Reduce 7.94% | 147,758 | $173.23 |
| Q4 2024 | +26,768 | Add 20.01% | 160,510 | $175.23 |
| Q3 2024 | +9,584 | Add 7.72% | 133,742 | $179.16 |
| Q2 2024 | +2,149 | Add 1.76% | 124,158 | $164.28 |
| Q1 2024 | -622,970 | Reduce 83.62% | 122,009 | $169.37 |
| Q4 2023 | +567,270 | Add 319.21% | 744,979 | $157.80 |
| Q3 2023 | +87,056 | Add 96.03% | 177,709 | $141.69 |
| Q2 2023 | -351 | Reduce 0.39% | 90,653 | $149.64 |
| Q1 2023 | -274 | Reduce 0.30% | 91,004 | $144.62 |
| Q4 2022 | +91,278 | New Buy | 91,278 | $141.25 |
Jefferies Group's Invesco S&P 500 Equal Weight ETF Investment FAQs
Jefferies Group first purchased Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2022, acquiring 91,278 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Invesco S&P 500 Equal Weight ETF (RSP) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Invesco S&P 500 Equal Weight ETF (RSP) was in Q4 2023, adding 744,979 shares worth $117.56 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 147,822 shares of Invesco S&P 500 Equal Weight ETF (RSP), valued at approximately $28.32 M.
As of the Q4 2025 filing, Invesco S&P 500 Equal Weight ETF (RSP) represents approximately 0.14% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Invesco S&P 500 Equal Weight ETF (RSP) was 744,979 shares, as reported at the end of Q4 2023.