Joel Greenblatt’s RSP Holdings & Trades

First Buy
Q2 2023
Duration Held
10 Quarters
Largest Add
Q1 2024
+49,932 Shares
Current Position
171,764 Shares
$32.58 M Value

Joel Greenblatt's RSP Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 171,764 shares of Invesco S&P 500 Equal Weight ETF (RSP) worth $32.58 M, representing 0.14% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in RSP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 49,932 shares. Largest reduction occurred in Q4 2023, reducing 21,779 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt'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 Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2023 +1,796 New Buy 1,796 $149.64
Q3 2023 +34,750 Add 1934.86% 36,546 $141.69
Q4 2023 -21,779 Reduce 59.59% 14,767 $157.80
Q1 2024 +49,932 Add 338.13% 64,699 $169.37
Q2 2024 -3,182 Reduce 4.92% 61,517 $164.28
Q3 2024 +6,634 Add 10.78% 68,151 $179.16
Q4 2024 +19,521 Add 28.64% 87,672 $175.23
Q1 2025 +47,887 Add 54.62% 135,559 $173.23
Q2 2025 +16,647 Add 12.28% 152,206 $181.74
Q3 2025 +19,558 Add 12.85% 171,764 $189.70

Joel Greenblatt's Invesco S&P 500 Equal Weight ETF Investment FAQs

Joel Greenblatt first purchased Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, acquiring 1,796 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Invesco S&P 500 Equal Weight ETF (RSP) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Invesco S&P 500 Equal Weight ETF (RSP) was in Q1 2024, adding 64,699 shares worth $10.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 171,764 shares of Invesco S&P 500 Equal Weight ETF (RSP), valued at approximately $32.58 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Invesco S&P 500 Equal Weight ETF (RSP) represents approximately 0.14% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Invesco S&P 500 Equal Weight ETF (RSP) was 171,764 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.