Vault-13

INVESCO EXCHANGE TRADED FD T RSPU

S&P500 EQL UTL · ETP · CUSIP 46137V274

115 institutional holders +6 vs Q3 2025
3,197,2823.2m shares reported held*
$240.9mreported value*
18 new 50 added 27 reduced 15 sold out net bought ≈ $9.0m (+121.0k 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 ≈ $75.35.

Trends to Q4 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: 110Q3 25: 109Q4 25: 115115Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025109
Q4 2025115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 59 bought or addedQ3 25: 33 cut or sold outQ4 25: 68 bought or addedQ4 25: 42 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243848
Q2 20244048
Q3 20244838
Q4 20245734
Q1 20255249
Q2 20254642
Q3 20255933
Q4 20256842

Biggest buyers

DENVER WEALTH MANAGEMENT, INC. Added +81,253+81.3k
MORGAN STANLEY Added +63,011+63.0k
GOLDMAN SACHS GROUP INC New +32,238+32.2k
LPL Financial LLC Added +24,285+24.3k
Bogart Wealth, LLC Added +22,036+22.0k
HARBOUR INVESTMENTS, INC. Added +22,029+22.0k
World Investment Advisors New +18,870+18.9k
VICTORY FINANCIAL GROUP, LLC New +14,858+14.9k
RAYMOND JAMES FINANCIAL INC Added +10,441+10.4k
HRT FINANCIAL LP New +8,348+8.3k

Biggest sellers

Uniting Wealth Partners, LLC Sold out -71,591-71.6k
OSAIC HOLDINGS, INC. Reduced -42,849-42.8k
BANK OF AMERICA CORP /DE/ Reduced -38,943-38.9k
JPMORGAN CHASE & CO Reduced -25,401-25.4k
Baird Financial Group, Inc. Sold out -17,116-17.1k
D. E. Shaw & Co., Inc. Sold out -8,361-8.4k
LIBERTY ONE INVESTMENT MANAGEMENT, LLC Reduced -7,738-7.7k
Private Advisor Group, LLC Reduced -6,575-6.6k
Merit Financial Group, LLC Sold out -4,774-4.8k
Envestnet Portfolio Solutions, Inc. Sold out -4,712-4.7k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 586,864586.9k $43.9m $43.9m 0.01% Added +24.3k +24,285
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 416,103416.1k $31.1m $31.1m 0.00% Reduced -38.9k -38,943
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 260,293260.3k $19.5m $19.5m 0.00% Added +63.0k +63,011
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 139,328139.3k $10.4m $10.4m 0.00% Added +10.4k +10,441
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 111,155111.2k $8.3m $8.3m 0.03% Added +326 +326
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 111,135111.1k $8.3m $8.3m 0.01% Reduced -42.8k -42,849
7 DENVER WEALTH MANAGEMENT, INC. 2.52% of their portfolio DENVER, CO 95,15695.2k $7.1m $7.1m 2.52% Added +81.3k +81,253
8 STUDIO INVESTMENT MANAGEMENT LLC 1.29% of their portfolio CHICAGO, IL 94,39494.4k $7.1m $7.1m 1.29% Added +2.4k +2,427
9 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 92,13492.1k $6.9m $6.9m 0.02% Reduced -2.0k -1,959
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 85,39085.4k $6.4m $6.4m 0.02% Reduced -2.5k -2,513
11 Bogart Wealth, LLC 0.18% of their portfolio MCLEAN, VA 60,19060.2k $4.5m $4.5m 0.18% Added +22.0k +22,036
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 51,39151.4k $3.8m $3.8m 0.00% Added +2.9k +2,936
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 47,71447.7k $3.6m $3.6m 0.00% Added +3.8k +3,773
14 WealthCare Investment Partners, LLC 1.05% of their portfolio PORTSMOUTH, RI 47,46547.5k $3.6m $3.6m 1.05% Added +894 +894
15 RM Financial Services, LLC 2.73% of their portfolio FALMOUTH, ME 41,19341.2k $3.1m $3.1m 2.73% First filing
16 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 40,32640.3k $3.0m $3.0m 0.04% Reduced -936 -936
17 Friedenthal Financial 1.53% of their portfolio MARLTON, NJ 39,75639.8k $3.0m $3.0m 1.53% Reduced -1.9k -1,934
18 Marshall & Sterling Wealth Advisors Inc. 1.88% of their portfolio POUGHKEEPSIE, NY 38,04438.0k $2.8m $2.8m 1.88% Added +417 +417
19 REDSTONE WEALTH MANAGEMENT, LLC 2.08% of their portfolio OKLAHOMA CITY, OK 35,15735.2k $2.6m $2.6m 2.08% First filing
20 Jackson Wealth Management, LLC 0.24% of their portfolio LAKE MARY, FL 33,23033.2k $2.5m $2.5m 0.24% Added +1.1k +1,114
21 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 32,59332.6k $2.4m $2.4m 0.04% Added +136 +136
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 32,23832.2k $2.4m $2.4m 0.00% New
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 31,90331.9k $2.4m $2.4m 0.00% Reduced -3.5k -3,489
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,90427.9k $2.1m $2.1m 0.00% Added +5.1k +5,088
25 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio LIBERTYVILLE, IL 27,21927.2k $2.0m $2.0m 0.26% Reduced -7.7k -7,738
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 26,88126.9k $2.0m $2.0m 0.00% Added +136 +136
27 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 26,34126.3k $2.0m $2.0m 0.04% Added +22.0k +22,029
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,89425.9k $1.9m $1.9m 0.00% Added +159 +159
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 24,29124.3k $1.8m $1.8m 0.00% Reduced -25.4k -25,401
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,80823.8k $1.8m $1.8m 0.00% Reduced -668 -668
31 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 20,95121.0k $1.6m $1.6m 0.02% Added +727 +727
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 20,24220.2k $1.5m $1.5m 0.00% Added +5.4k +5,390
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,83519.8k $1.5m $1.5m 0.00% Added +3.9k +3,887
34 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 19,45019.4k $1.5m $1.5m 0.04% Added +1.2k +1,217
35 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 18,87018.9k $1.4m $1.4m 0.02% New
36 MFA Wealth Services 0.95% of their portfolio THOUSAND OAKS, CA 18,70818.7k $1.4m $1.4m 0.95% Added +393 +393
37 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 17,69217.7k $1.3m $1.3m 0.06% Added +1.2k +1,196
38 Flaharty Asset Management, LLC 0.16% of their portfolio CLEARWATER, FL 17,62517.6k $1.3m $1.3m 0.16% Added +1.2k +1,226
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,40816.4k $1.2m $1.2m 0.00% Added +7.0k +6,954
40 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 15,14215.1k $1.1m $1.1m 0.00% Added +4.5k +4,516
41 American Trust 0.24% of their portfolio LEXINGTON, KY 14,99315.0k $2.9m $2.9m 0.24% Added +678 +678
42 VICTORY FINANCIAL GROUP, LLC 0.14% of their portfolio AUSTIN, TX 14,85814.9k $1.1m $1.1m 0.14% New
43 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 14,41714.4k $1.1m $1.1m 0.00% Added +3.4k +3,397
44 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,45012.4k $931.0k $931.0k 0.01% Added +4 +4
45 Pacific Sun Financial Corp 0.45% of their portfolio LOS ANGELES, CA 12,43612.4k $930.0k $930.0k 0.45% Reduced -80 -80
46 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 11,93111.9k $892.2k $892.2k 0.02% Added +110 +110
47 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 11,40411.4k $852.8k $852.8k 0.01% Reduced -113 -113
48 Advisory Alpha, LLC 0.02% of their portfolio HOLLAND, MI 10,72110.7k $801.7k $801.7k 0.02% Added +159 +159
49 BLUEDOOR PRIVATE WEALTH, LLC 0.36% of their portfolio BEVERLY, MA 10,37910.4k $776.1k $776.1k 0.36% First filing
50 Berger Financial Group, Inc 0.04% of their portfolio PLYMOUTH, MN 9,8079.8k $733.4k $733.4k 0.04% Added +110 +110
51 Financial Freedom, LLC 0.36% of their portfolio CINCINNATI, OH 9,5689.6k $715.5k $715.5k 0.36% Added +46 +46
52 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,2179.2k $689.3k $689.3k 0.00% Added +1.1k +1,092
53 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,3488.3k $624.0k $624.0k 0.00% New
54 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,2368.2k $615.9k $615.9k 0.00% Reduced -6.6k -6,575
55 Stelac Advisory Services LLC 0.20% of their portfolio NEW YORK, NY 7,7127.7k $576.7k $576.7k 0.20% Reduced -2.2k -2,200
56 Sage Capital Management, LLC 0.25% of their portfolio Stockton, NJ 7,3707.4k $551.3k $551.3k 0.25% Added +42 +42
57 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,2167.2k $539.6k $539.6k 0.01% Added +4.2k +4,202
58 Joseph P. Lucia & Associates, LLC 0.19% of their portfolio Yorktown Heights, NY 7,1727.2k $536.3k $536.3k 0.19% Added +167 +167
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,0497.0k $527.1k $527.1k 0.00% New
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,5606.6k $490.6k $490.6k 0.00% Reduced -1.4k -1,432
61 Walker Asset Management, LLC 0.25% of their portfolio SPRINGFIELD, MO 6,1916.2k $463.0k $463.0k 0.25% Reduced -326 -326
62 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,6665.7k $423.7k $423.7k 0.01% Added +11 +11
63 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 5,6425.6k $421.9k $421.9k 0.01% New
64 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,0965.1k $390.7k $390.7k 0.00% Unchanged
65 BROOKS, MOORE & ASSOCIATES, INC. 0.17% of their portfolio CHATTANOOGA, TN 4,5354.5k $339.1k $339.1k 0.17% Reduced -500 -500
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,3284.3k $323.7k $323.7k 0.00% New
67 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,0964.1k $306.3k $306.3k 0.00% Reduced -898 -898
68 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,0444.0k $302.0k $302.0k 0.00% Added +1.1k +1,066
69 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 4,0004.0k $299.0k $299.0k 0.01% Unchanged
70 Allen Capital Group, LLC 0.03% of their portfolio GRAND ISLAND, NE 3,9664.0k $296.6k $296.6k 0.03% Unchanged
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,8383.8k $288.3k $288.3k 0.00% Added +2 +2
72 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 3,7793.8k $282.6k $282.6k 0.02% Reduced -510 -510
73 Fearless Solutions, LLC dba Best Invest 0.15% of their portfolio SAN ANTONIO, TX 3,3533.4k $250.7k $250.7k 0.15% Reduced -80 -80
74 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 3,0903.1k $231.0k $231.0k 0.01% Added +15 +15
75 Montis Financial, LLC 0.05% of their portfolio WALTHAM, MA 3,0883.1k $230.9k $230.9k 0.05% New
76 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,0313.0k $226.6k $226.6k 0.00% Added +49 +49
77 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 2,9613.0k $221.5k $221.5k 0.01% New
78 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 2,9072.9k $217.4k $217.4k 0.00% New
79 PLANNING DIRECTIONS INC 0.11% of their portfolio GLEN MILLS, PA 2,8942.9k $216.4k $216.4k 0.11% New
80 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 2,8622.9k $214.0k $214.0k 0.01% Reduced -267 -267
81 ALETHEA CAPITAL MANAGEMENT, LLC 0.10% of their portfolio MERCER ISLAND, WA 2,8472.8k $212.9k $212.9k 0.10% Reduced -25 -25
82 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 2,6872.7k $200.9k $200.9k 0.00% New
83 Financial Perspectives, Inc 0.04% of their portfolio MINNEAPOLIS, MN 2,1122.1k $157.9k $157.9k 0.04% Unchanged
84 Tradewinds Capital Management, LLC 0.03% of their portfolio BELLINGHAM, WA 1,6801.7k $125.6k $125.6k 0.03% Added +11 +11
85 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5411.5k $115.2k $115.2k 0.00% Added +14 +14
86 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,5001.5k $112.2k $112.2k 0.01% Unchanged
87 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,1541.2k $86.0k $86.0k 0.00% Unchanged
88 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,0911.1k $81.6k $81.6k 0.00% Unchanged
89 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,0681.1k $81.9k $81.9k 0.00% Added +37 +37
90 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 955955 $71.4k $71.4k 0.00% Unchanged
91 FMR LLC 0.00% of their portfolio BOSTON, MA 842842 $63.0k $63.0k 0.00% Added +89 +89
92 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 803803 $60.0k $60.0k 0.00% Added +3 +3
93 WealthShield Partners, LLC 0.01% of their portfolio CARY, NC 790790 $59.1k $59.1k 0.01% Unchanged
94 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 706706 $52.8k $52.8k 0.00% Added +202 +202
95 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 662662 $49.5k $49.5k 0.00% Added +4 +4
96 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 603603 $45.1k $45.1k 0.00% Unchanged
97 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 602602 $45.0k $45.0k 0.00% New
98 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 557557 $41.7k $41.7k 0.00% Reduced -105 -105
99 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 518518 $38.7k $38.7k 0.00% Unchanged
100 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 510510 $38.1k $38.1k 0.00% New