Vault-13

INVESCO EXCHANGE TRADED FD T RSPU

S&P500 EQL UTL · ETP · CUSIP 46137V274

110 institutional holders +3 vs Q1 2025
5,838,3425.8m shares reported held*
$217.7mreported value*
10 new 36 added 34 reduced 8 sold out net bought ≈ $30.0m (+3.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.28.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 113Q4 22: 111Q1 23: 105Q2 23: 104Q3 23: 100Q4 23: 91Q1 24: 94Q2 24: 96Q3 24: 103Q4 24: 110Q1 25: 107Q2 25: 110110Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022113
Q4 2022111
Q1 2023105
Q2 2023104
Q3 2023100
Q4 202391
Q1 202494
Q2 202496
Q3 2024103
Q4 2024110
Q1 2025107
Q2 2025110

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 36 bought or addedQ3 23: 55 cut or sold outQ4 23: 32 bought or addedQ4 23: 56 cut or sold outQ4 23Q1 24: 38 bought or addedQ1 24: 48 cut or sold outQ2 24: 40 bought or addedQ2 24: 48 cut or sold outQ2 24Q3 24: 48 bought or addedQ3 24: 38 cut or sold outQ4 24: 57 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 52 bought or addedQ1 25: 49 cut or sold outQ2 25: 46 bought or addedQ2 25: 42 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233655
Q4 20233256
Q1 20243848
Q2 20244048
Q3 20244838
Q4 20245734
Q1 20255249
Q2 20254642

Biggest buyers

Proficio Capital Partners LLC New +2,824,217+2.8m
BANK OF AMERICA CORP /DE/ Added +350,174+350.2k
LPL Financial LLC Added +159,499+159.5k
ALETHEA CAPITAL MANAGEMENT, LLC New +93,989+94.0k
ROYAL BANK OF CANADA Added +57,810+57.8k
NewEdge Advisors, LLC Added +40,159+40.2k
Bogart Wealth, LLC Added +36,609+36.6k
STUDIO INVESTMENT MANAGEMENT LLC Added +17,093+17.1k
Baird Financial Group, Inc. Added +17,026+17.0k
OSAIC HOLDINGS, INC. Added +16,674+16.7k

Biggest sellers

Atria Wealth Solutions, Inc. Reduced -129,245-129.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -99,850-99.8k
Uniting Wealth Partners, LLC Reduced -63,095-63.1k
Dakota Wealth Management Reduced -48,849-48.8k
UBS Group AG Reduced -42,620-42.6k
TWO SIGMA INVESTMENTS, LP Sold out -29,600-29.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -23,984-24.0k
Geneos Wealth Management Inc. Reduced -17,940-17.9k
Cetera Investment Advisers Reduced -6,836-6.8k
Advisory Services Network, LLC Reduced -6,633-6.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Proficio Capital Partners LLC 0.19% of their portfolio NEWTON, MA 2,824,2172.8m $3.1m $3.1m 0.19% New
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 534,607534.6k $38.0m $38.0m 0.01% Added +159.5k +159,499
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 412,381412.4k $29.3m $29.3m 0.00% Added +350.2k +350,174
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 209,583209.6k $14.9m $14.9m 0.00% Added +8.8k +8,773
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 155,569155.6k $11.1m $11.1m 0.02% Added +16.7k +16,674
6 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 110,055110.1k $7.8m $7.8m 0.04% Added +40.2k +40,159
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 108,611108.6k $7.7m $7.7m 0.00% Added +4.1k +4,060
8 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 102,774102.8k $7.3m $7.3m 0.04% Added +16.5k +16,476
9 ALETHEA CAPITAL MANAGEMENT, LLC 5.06% of their portfolio MERCER ISLAND, WA 93,98994.0k $6.7m $6.7m 5.06% New
10 STUDIO INVESTMENT MANAGEMENT LLC 1.22% of their portfolio CHICAGO, IL 85,42285.4k $6.1m $6.1m 1.22% Added +17.1k +17,093
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 82,12282.1k $5.8m $5.8m 0.02% Reduced -2.1k -2,148
12 Uniting Wealth Partners, LLC 1.95% of their portfolio DENVER, CO 70,74470.7k $5.0m $5.0m 1.95% Reduced -63.1k -63,095
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 65,89465.9k $4.7m $4.7m 0.00% Added +57.8k +57,810
14 Atria Wealth Solutions, Inc. 0.09% of their portfolio NEW YORK, NY 58,39858.4k $4.2m $4.2m 0.09% Reduced -129.2k -129,245
15 WealthCare Investment Partners, LLC 1.16% of their portfolio PORTSMOUTH, RI 45,24545.2k $3.2m $3.2m 1.16% Reduced -408 -408
16 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 40,31840.3k $3.0m $3.0m 0.05% Reduced -6.6k -6,633
17 Friedenthal Financial 1.57% of their portfolio MARLTON, NJ 40,19240.2k $2.9m $2.9m 1.57% Added +832 +832
18 Bogart Wealth, LLC 0.11% of their portfolio MCLEAN, VA 36,84936.8k $2.6m $2.6m 0.11% Added +36.6k +36,609
19 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio LIBERTYVILLE, IL 35,70635.7k $2.5m $2.5m 0.26% Reduced -3.0k -3,001
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 35,68635.7k $2.5m $2.5m 0.00% Added +5.1k +5,078
21 Marshall & Sterling Wealth Advisors Inc. 1.71% of their portfolio POUGHKEEPSIE, NY 35,58835.6k $2.5m $2.5m 1.71% Added +10.5k +10,528
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 33,84933.8k $2.4m $2.4m 0.00% Reduced -42.6k -42,620
23 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 33,69733.7k $2.4m $2.4m 0.00% Added +17.0k +17,026
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 31,43531.4k $2.2m $2.2m 0.00% Reduced -1.4k -1,414
25 Jackson Wealth Management, LLC 0.24% of their portfolio LAKE MARY, FL 31,32131.3k $2.2m $2.2m 0.24% Reduced -1.1k -1,051
26 Dakota Wealth Management 0.05% of their portfolio PALM BEACH GARDENS, FL 30,08230.1k $2.1m $2.1m 0.05% Reduced -48.8k -48,849
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 28,62328.6k $2.0m $2.0m 0.00% Added +3.1k +3,145
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 28,00228.0k $2.0m $2.0m 0.00% Added +9.7k +9,688
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,12725.1k $1.8m $1.8m 0.00% Added +2.2k +2,217
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,87322.9k $1.6m $1.6m 0.00% Reduced -387 -387
31 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 19,43419.4k $1.4m $1.4m 0.03% Reduced -350 -350
32 MFA Wealth Services 1.02% of their portfolio THOUSAND OAKS, CA 19,15419.2k $1.4m $1.4m 1.02% Reduced -174 -174
33 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 18,20018.2k $1.3m $1.3m 0.03% Reduced -17.9k -17,940
34 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 16,38116.4k $1.2m $1.2m 0.08% Added +8.5k +8,470
35 Flaharty Asset Management, LLC 0.15% of their portfolio CLEARWATER, FL 15,88915.9k $1.1m $1.1m 0.15% Added +399 +399
36 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 15,05715.1k $1.1m $1.1m 0.01% Reduced -1.6k -1,567
37 American Trust 0.09% of their portfolio LEXINGTON, KY 14,12414.1k $1.0m $1.0m 0.09% New
38 DENVER WEALTH MANAGEMENT, INC. 0.40% of their portfolio DENVER, CO 13,73713.7k $977.0k $977.0k 0.40% Reduced -501 -501
39 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,74412.7k $906.4k $906.4k 0.00% Reduced -6.8k -6,836
40 Pacific Sun Financial Corp 0.46% of their portfolio LOS ANGELES, CA 12,51612.5k $890.1k $890.1k 0.46% Unchanged
41 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,44212.4k $884.9k $884.9k 0.01% Reduced -1.1k -1,064
42 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 11,94111.9k $849.2k $849.2k 0.02% Added +133 +133
43 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 11,59611.6k $824.7k $824.7k 0.01% Reduced -27 -27
44 Advisory Alpha, LLC 0.02% of their portfolio HOLLAND, MI 10,07110.1k $716.3k $716.3k 0.02% Added +210 +210
45 Stelac Advisory Services LLC 0.27% of their portfolio NEW YORK, NY 9,9129.9k $704.9k $704.9k 0.27% Unchanged
46 Berger Financial Group, Inc 0.04% of their portfolio PLYMOUTH, MN 9,6759.7k $688.1k $688.1k 0.04% Added +7 +7
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,8878.9k $632.0k $632.0k 0.00% Added +7.1k +7,123
48 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 8,7618.8k $623.1k $623.1k 0.00% Reduced -2.9k -2,885
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,2028.2k $583.3k $583.3k 0.00% Added +243 +243
50 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% of their portfolio Westlake, OH 7,8287.8k $556.7k $556.7k 0.04% Reduced -383 -383
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,3617.4k $523.5k $523.5k 0.00% Reduced -24.0k -23,984
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,3217.3k $517.8k $517.8k 0.00% Added +2.0k +2,019
53 Sage Capital Management, LLC 0.25% of their portfolio Stockton, NJ 7,2837.3k $518.0k $518.0k 0.25% Added +44 +44
54 Joseph P. Lucia & Associates, LLC 0.20% of their portfolio Yorktown Heights, NY 7,0057.0k $498.2k $498.2k 0.20% Unchanged
55 Walker Asset Management, LLC 0.25% of their portfolio SPRINGFIELD, MO 6,1646.2k $438.4k $438.4k 0.25% Reduced -234 -234
56 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,6445.6k $401.4k $401.4k 0.01% First filing
57 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,2695.3k $374.7k $374.7k 0.00% Reduced -3.5k -3,477
58 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,1355.1k $365.2k $365.2k 0.00% Reduced -323 -323
59 BROOKS, MOORE & ASSOCIATES, INC. 0.21% of their portfolio CHATTANOOGA, TN 5,1105.1k $383.0k $383.0k 0.21% New
60 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,9725.0k $353.6k $353.6k 0.00% Added +2 +2
61 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 4,8574.9k $345.4k $345.4k 0.00% Reduced -107 -107
62 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 4,7774.8k $339.7k $339.7k 0.00% Reduced -190 -190
63 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,5884.6k $326.3k $326.3k 0.01% Reduced -160 -160
64 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,1074.1k $292.5k $292.5k 0.00% Reduced -99.8k -99,850
65 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 4,0004.0k $284.0k $284.0k 0.01% Unchanged
66 Allen Capital Group, LLC 0.03% of their portfolio GRAND ISLAND, NE 3,9664.0k $282.1k $282.1k 0.03% Unchanged
67 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,8553.9k $274.2k $274.2k 0.00% Added +9 +9
68 Fearless Solutions, LLC dba Best Invest 0.17% of their portfolio SAN ANTONIO, TX 3,4633.5k $246.3k $246.3k 0.17% Reduced -212 -212
69 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 3,1193.1k $221.8k $221.8k 0.01% Added +10 +10
70 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,0983.1k $220.0k $220.0k 0.00% New
71 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 3,0603.1k $217.6k $217.6k 0.01% Added +15 +15
72 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 2,9993.0k $213.3k $213.3k 0.01% New
73 Financial Perspectives, Inc 0.05% of their portfolio MINNEAPOLIS, MN 2,1122.1k $150.2k $150.2k 0.05% Unchanged
74 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,9942.0k $141.8k $141.8k 0.00% Added +13 +13
75 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,7481.7k $124.3k $124.3k 0.01% Unchanged
76 Tradewinds Capital Management, LLC 0.03% of their portfolio BELLINGHAM, WA 1,6581.7k $117.9k $117.9k 0.03% Added +10 +10
77 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5271.5k $108.6k $108.6k 0.00% Unchanged
78 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,5001.5k $106.7k $106.7k 0.01% Unchanged
79 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,1541.2k $82.0k $82.0k 0.00% Unchanged
80 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,0911.1k $77.6k $77.6k 0.00% Unchanged
81 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,0311.0k $73.3k $73.3k 0.00% New
82 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0021.0k $71.3k $71.3k 0.00% Added +9 +9
83 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 867867 $61.7k $61.7k 0.00% Reduced -22 -22
84 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 800800 $56.9k $56.9k 0.00% Unchanged
85 WealthShield Partners, LLC 0.01% of their portfolio CARY, NC 790790 $56.2k $56.2k 0.01% Unchanged
86 FMR LLC 0.00% of their portfolio BOSTON, MA 728728 $51.7k $51.7k 0.00% Added +96 +96
87 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 662662 $47.1k $47.1k 0.00% Unchanged
88 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 658658 $46.8k $46.8k 0.00% Unchanged
89 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 653653 $46.5k $46.5k 0.00% Added +4 +4
90 Financial Freedom, LLC 0.02% of their portfolio CINCINNATI, OH 647647 $46.0k $46.0k 0.02% New
91 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 580580 $41.2k $41.2k 0.00% Unchanged
92 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 566566 $40.2k $40.2k 0.00% Added +3 +3
93 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 518518 $36.8k $36.8k 0.00% Unchanged
94 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 503503 $35.8k $35.8k 0.00% Reduced -62 -62
95 Main Street Group, LTD 0.01% of their portfolio GLEN ALLEN, VA 452452 $32.1k $32.1k 0.01% Unchanged
96 Harbor Asset Planning, Inc. 0.03% of their portfolio BELMONT, MA 408408 $29.0k $29.0k 0.03% First filing
97 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 401401 $28.5k $28.5k 0.00% Reduced -78 -78
98 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 392392 $27.9k $27.9k 0.00% Unchanged
99 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 300300 $21.3k $21.3k 0.00% Unchanged
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 285285 $20.3k $20.3k 0.00% Unchanged