Invesco ESG S&P 500 Equal Weight ETF

Shareclass
Invesco ESG S&P 500 Equal Weight ETF (RSPE)
Type
Exchange-traded fund
Manager
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Invesco ESG S&P 500 Equal Weight ETF

FUND COVERAGE
# of holdings187
% of assets100%
Score
56 / 100
Rank

81.7 percentile

Group: U.S. Large Cap Equity

Rank: #269 out of 1,462

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Biogen Inc
         % of fund invested: 0.58%
         $USD invested: $174,634
  • 2. Dow Inc
         % of fund invested: 0.53%
         $USD invested: $161,703
  • 3. Boston Scientific Corp
         % of fund invested: 0.51%
         $USD invested: $154,404
  • 4. Marriott International Inc Class A
         % of fund invested: 0.53%
         $USD invested: $160,257
  • 5. Bank of America Corp
         % of fund invested: 0.57%
         $USD invested: $172,002
  • 6. Welltower Inc
         % of fund invested: 0.57%
         $USD invested: $173,979
  • 7. The Interpublic Group of Companies Inc
         % of fund invested: 0.53%
         $USD invested: $159,477
  • 8. Mondelez International Inc Class A
         % of fund invested: 0.49%
         $USD invested: $149,109
  • 9. Mastercard Inc Class A
         % of fund invested: 0.51%
         $USD invested: $153,453
  • 10. General Mills Inc
         % of fund invested: 0.5%
         $USD invested: $150,410
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. PACCAR Inc
         % of fund invested: 0.53%
         $USD invested: $161,179
  • 2. Ulta Beauty Inc
         % of fund invested: 0.54%
         $USD invested: $163,242
  • 3. Fortinet Inc
         % of fund invested: 0.58%
         $USD invested: $175,712
  • 4. Norfolk Southern Corp
         % of fund invested: 0.55%
         $USD invested: $168,044
  • 5. CSX Corp
         % of fund invested: 0.6%
         $USD invested: $181,577
  • 6. Hubbell Inc
         % of fund invested: 0.57%
         $USD invested: $171,550
  • 7. Dover Corp
         % of fund invested: 0.55%
         $USD invested: $166,762
  • 8. D.R. Horton Inc
         % of fund invested: 0.45%
         $USD invested: $136,706
  • 9. Take-Two Interactive Software Inc
         % of fund invested: 0.56%
         $USD invested: $169,461
  • 10. Western Digital Corp
         % of fund invested: 0.84%
         $USD invested: $255,507

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Invesco ESG S&P 500 Equal Weight ETF

Totals

Holdings
Assets
Weight
Prisons
10
$1.55M
5.11%
     Prisons high risk
1
$144,377
0.48%
     Private prisons
0
$0
0%
Borders
8
$1.17M
3.87%
     Borders high risk
1
$144,377
0.48%
Total
13
$2.03M
6.68%
Full fund results

Holdings — 13 flagged holdings

1.
Cardinal Health Inc
Prisons
$206,032
0.68%
Prisons
$206,032
0.68%
2.
General Motors Co
Prisons
Borders
$194,696
0.64%
Prisons
Borders :
$194,696
0.64%
3.
Salesforce Inc
Borders
$173,693
0.57%
Borders :
$173,693
0.57%
4.
Elevance Health Inc
Prisons
$167,164
0.55%
Prisons
$167,164
0.55%
5.
Microsoft Corp
Prisons
Borders
$166,735
0.55%
Prisons
Borders :
$166,735
0.55%
6.
Accenture PLC Class A
Borders
$166,316
0.55%
Borders :
$166,316
0.55%
7.
Target Corp
Prisons
$164,856
0.54%
Prisons
$164,856
0.54%
8.
Walmart Inc
Prisons
$162,799
0.54%
Prisons
$162,799
0.54%
9.
Yum Brands Inc
Prisons
$152,860
0.5%
Prisons
$152,860
0.5%
10.
Regions Financial Corp
Prisons
Borders
$144,377
0.48%
Prisons
Borders :
$144,377
0.48%
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