Vault-13

INVESCO EXCHANGE TRADED FD T RSPU

S&P500 EQL UTL · ETP · CUSIP 46137V274

126 institutional holders +11 vs Q4 2025
3,245,7063.2m shares reported held*
$263.2mreported value*
20 new 56 added 26 reduced 8 sold out net bought ≈ $2.7m (+33.7k 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 ≈ $81.10.

Trends to Q1 2026

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: 115Q1 26: 126126Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026126

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 40 bought or addedQ2 24: 48 cut or sold outQ3 24: 48 bought or addedQ3 24: 38 cut or sold outQ3 24Q4 24: 57 bought or addedQ4 24: 34 cut or sold outQ1 25: 52 bought or addedQ1 25: 49 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 42 cut or sold outQ3 25: 59 bought or addedQ3 25: 33 cut or sold outQ3 25Q4 25: 68 bought or addedQ4 25: 42 cut or sold outQ1 26: 76 bought or addedQ1 26: 34 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244048
Q3 20244838
Q4 20245734
Q1 20255249
Q2 20254642
Q3 20255933
Q4 20256842
Q1 20267634

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +45,815+45.8k
VICTORY FINANCIAL GROUP, LLC Added +44,907+44.9k
TWO SIGMA INVESTMENTS, LP New +38,400+38.4k
Arete Wealth Advisors, LLC New +36,646+36.6k
AMERIPRISE FINANCIAL INC Added +22,384+22.4k
SYKON CAPITAL LLC New +16,839+16.8k
OSAIC HOLDINGS, INC. Added +13,626+13.6k
RAYMOND JAMES FINANCIAL INC Added +13,178+13.2k
BANK OF AMERICA CORP /DE/ Added +10,829+10.8k
RM Financial Services, LLC Added +9,200+9.2k

Biggest sellers

MORGAN STANLEY Reduced -81,175-81.2k
NewEdge Advisors, LLC Reduced -68,244-68.2k
Bogart Wealth, LLC Reduced -60,011-60.0k
GOLDMAN SACHS GROUP INC Reduced -26,302-26.3k
WELLS FARGO & COMPANY/MN Reduced -20,248-20.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,712-13.7k
HRT FINANCIAL LP Sold out -8,348-8.3k
CITADEL ADVISORS LLC Sold out -7,049-7.0k
ROYAL BANK OF CANADA Reduced -6,250-6.2k
Tower Research Capital LLC (TRC) Sold out -5,642-5.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 583,563583.6k $47.3m $47.3m 0.01% Reduced -3.3k -3,301
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 426,932426.9k $34.6m $34.6m 0.00% Added +10.8k +10,829
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 179,118179.1k $14.5m $14.5m 0.00% Reduced -81.2k -81,175
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 152,506152.5k $12.4m $12.4m 0.00% Added +13.2k +13,178
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 124,761124.8k $10.1m $10.1m 0.01% Added +13.6k +13,626
6 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 117,360117.4k $9.5m $9.5m 0.04% Added +6.2k +6,205
7 STUDIO INVESTMENT MANAGEMENT LLC 1.41% of their portfolio CHICAGO, IL 96,62896.6k $7.8m $7.8m 1.41% Added +2.2k +2,234
8 DENVER WEALTH MANAGEMENT, INC. 2.61% of their portfolio DENVER, CO 93,57793.6k $7.6m $7.6m 2.61% Reduced -1.6k -1,579
9 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 85,86085.9k $7.0m $7.0m 0.02% Added +470 +470
10 VICTORY FINANCIAL GROUP, LLC 0.60% of their portfolio AUSTIN, TX 59,76559.8k $4.8m $4.8m 0.60% Added +44.9k +44,907
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 54,28754.3k $4.4m $4.4m 0.00% Added +22.4k +22,384
12 RM Financial Services, LLC 3.53% of their portfolio FALMOUTH, ME 50,39350.4k $4.1m $4.1m 3.53% Added +9.2k +9,200
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 50,37850.4k $4.1m $4.1m 0.00% Added +2.7k +2,664
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 49,65349.7k $4.1m $4.1m 0.01% Added +45.8k +45,815
15 WealthCare Investment Partners, LLC 1.08% of their portfolio PORTSMOUTH, RI 48,96249.0k $3.9m $3.9m 1.08% Added +1.5k +1,497
16 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 40,80740.8k $3.3m $3.3m 0.04% Added +481 +481
17 Friedenthal Financial 1.66% of their portfolio MARLTON, NJ 40,75140.8k $3.3m $3.3m 1.66% Added +995 +995
18 Marshall & Sterling Wealth Advisors Inc. 2.08% of their portfolio POUGHKEEPSIE, NY 39,15739.2k $3.2m $3.2m 2.08% Added +1.1k +1,113
19 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 38,40038.4k $3.1m $3.1m 0.00% New
20 REDSTONE WEALTH MANAGEMENT, LLC 2.38% of their portfolio OKLAHOMA CITY, OK 36,75636.8k $3.0m $3.0m 2.38% Added +1.6k +1,599
21 Arete Wealth Advisors, LLC 0.22% of their portfolio CHICAGO, IL 36,64636.6k $3.0m $3.0m 0.22% New
22 Jackson Wealth Management, LLC 0.28% of their portfolio LAKE MARY, FL 33,69133.7k $2.7m $2.7m 0.28% Added +461 +461
23 Dakota Wealth Management 0.06% of their portfolio PALM BEACH GARDENS, FL 31,60631.6k $2.6m $2.6m 0.06% Reduced -987 -987
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 31,14331.1k $2.5m $2.5m 0.00% Reduced -20.2k -20,248
25 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 30,76930.8k $2.5m $2.5m 0.04% Added +4.4k +4,428
26 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio LIBERTYVILLE, IL 29,10429.1k $2.4m $2.4m 0.24% Added +1.9k +1,885
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,73428.7k $2.3m $2.3m 0.00% Added +8.5k +8,492
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,47428.5k $2.3m $2.3m 0.00% Added +1.6k +1,593
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 28,39828.4k $2.3m $2.3m 0.00% Added +2.5k +2,504
30 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 26,15226.2k $2.1m $2.1m 0.02% Added +5.2k +5,201
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,45725.5k $2.1m $2.1m 0.00% Added +1.2k +1,166
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 23,97324.0k $1.9m $1.9m 0.00% Added +8.8k +8,831
33 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,89023.9k $1.9m $1.9m 0.01% Reduced -68.2k -68,244
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,88622.9k $1.9m $1.9m 0.00% Reduced -922 -922
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,99222.0k $1.8m $1.8m 0.00% Added +2.2k +2,157
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,65421.7k $1.8m $1.8m 0.00% Reduced -6.2k -6,250
37 Orographic Financial Advisors, LLC 1.24% of their portfolio AVON, CO 21,50521.5k $1.7m $1.7m 1.24% First filing
38 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 19,61719.6k $1.6m $1.6m 0.04% Added +167 +167
39 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 18,98519.0k $1.5m $1.5m 0.02% Added +115 +115
40 MFA Wealth Services 1.00% of their portfolio THOUSAND OAKS, CA 18,57918.6k $1.5m $1.5m 1.00% Reduced -129 -129
41 Flaharty Asset Management, LLC 0.18% of their portfolio CLEARWATER, FL 18,30818.3k $1.5m $1.5m 0.18% Added +683 +683
42 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 18,26518.3k $1.5m $1.5m 0.07% Added +573 +573
43 SYKON CAPITAL LLC 0.46% of their portfolio HARRISON, NY 16,83916.8k $1.4m $1.4m 0.46% New
44 American Trust 0.11% of their portfolio LEXINGTON, KY 15,19315.2k $1.2m $1.2m 0.11% Added +200 +200
45 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 14,30714.3k $1.2m $1.2m 0.00% Reduced -110 -110
46 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,14712.1k $985.3k $985.3k 0.01% Reduced -303 -303
47 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 12,02112.0k $975.0k $975.0k 0.02% Added +90 +90
48 Pacific Sun Financial Corp 0.46% of their portfolio LOS ANGELES, CA 11,73611.7k $951.9k $951.9k 0.46% Reduced -700 -700
49 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 11,34711.3k $920.4k $920.4k 0.01% Reduced -57 -57
50 Advisory Alpha, LLC 0.03% of their portfolio HOLLAND, MI 11,29611.3k $916.2k $916.2k 0.03% Added +575 +575
51 BLUEDOOR PRIVATE WEALTH, LLC 0.40% of their portfolio BEVERLY, MA 10,72310.7k $869.7k $869.7k 0.40% Added +344 +344
52 Berger Financial Group, Inc 0.04% of their portfolio PLYMOUTH, MN 9,8099.8k $795.6k $795.6k 0.04% Added +2 +2
53 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,2799.3k $752.6k $752.6k 0.00% Added +62 +62
54 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,2938.3k $672.7k $672.7k 0.00% Added +57 +57
55 Financial Freedom, LLC 0.32% of their portfolio CINCINNATI, OH 7,8187.8k $634.1k $634.1k 0.32% Reduced -1.8k -1,750
56 Stelac Advisory Services LLC 0.13% of their portfolio NEW YORK, NY 7,7127.7k $625.5k $625.5k 0.13% Unchanged
57 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,5307.5k $610.7k $610.7k 0.01% Added +314 +314
58 Sage Capital Management, LLC 0.28% of their portfolio Stockton, NJ 7,4177.4k $601.7k $601.7k 0.28% Added +47 +47
59 Joseph P. Lucia & Associates, LLC 0.21% of their portfolio Yorktown Heights, NY 7,1227.1k $577.7k $577.7k 0.21% Reduced -50 -50
60 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 6,9236.9k $561.5k $561.5k 0.01% Added +4.0k +4,016
61 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 6,8886.9k $558.7k $558.7k 0.02% Added +3.9k +3,927
62 Walker Asset Management, LLC 0.29% of their portfolio SPRINGFIELD, MO 6,5816.6k $533.8k $533.8k 0.29% Added +390 +390
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,5756.6k $533.3k $533.3k 0.00% Added +2.2k +2,247
64 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,1036.1k $495.0k $495.0k 0.00% Reduced -457 -457
65 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,9365.9k $481.5k $481.5k 0.00% Reduced -26.3k -26,302
66 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,3745.4k $435.9k $435.9k 0.00% Added +278 +278
67 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,8644.9k $394.5k $394.5k 0.00% New
68 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 4,6354.6k $375.9k $375.9k 0.02% Added +856 +856
69 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,6184.6k $345.3k $345.3k 0.00% Added +522 +522
70 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,0444.0k $328.0k $328.0k 0.00% Unchanged
71 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 4,0004.0k $324.0k $324.0k 0.01% Unchanged
72 Allen Capital Group, LLC 0.03% of their portfolio GRAND ISLAND, NE 3,9343.9k $319.1k $319.1k 0.03% Reduced -32 -32
73 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 3,7313.7k $302.6k $302.6k 0.01% New
74 GFS Advisors, LLC 0.02% of their portfolio HOUSTON, TX 3,6603.7k $300.0k $300.0k 0.02% New
75 Fearless Solutions, LLC dba Best Invest 0.16% of their portfolio SAN ANTONIO, TX 3,3533.4k $272.0k $272.0k 0.16% Unchanged
76 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 3,1053.1k $251.8k $251.8k 0.01% Added +15 +15
77 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 2,8482.8k $231.0k $231.0k 0.01% New
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,7342.7k $221.8k $221.8k 0.00% New
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,6962.7k $218.7k $218.7k 0.00% Reduced -13.7k -13,712
80 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 2,6532.7k $215.2k $215.2k 0.02% New
81 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 2,6282.6k $213.1k $213.1k 0.00% Reduced -59 -59
82 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 2,6082.6k $211.5k $211.5k 0.00% New
83 PLANNING DIRECTIONS INC 0.11% of their portfolio GLEN MILLS, PA 2,6022.6k $211.1k $211.1k 0.11% Reduced -292 -292
84 CARLSON FINANCIAL, INC. 0.12% of their portfolio CANBY, OR 2,5802.6k $209.2k $209.2k 0.12% New
85 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 2,5732.6k $208.7k $208.7k 0.01% Reduced -289 -289
86 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 2,5592.6k $207.6k $207.6k 0.01% New
87 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 2,5202.5k $204.4k $204.4k 0.00% New
88 Financial Perspectives, Inc 0.05% of their portfolio MINNEAPOLIS, MN 2,1122.1k $171.3k $171.3k 0.05% Unchanged
89 Tradewinds Capital Management, LLC 0.03% of their portfolio BELLINGHAM, WA 1,6911.7k $137.2k $137.2k 0.03% Added +11 +11
90 FMR LLC 0.00% of their portfolio BOSTON, MA 1,6191.6k $131.3k $131.3k 0.00% Added +777 +777
91 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5411.5k $125.0k $125.0k 0.00% Unchanged
92 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,5001.5k $121.7k $121.7k 0.01% Unchanged
93 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,1541.2k $94.0k $94.0k 0.00% Unchanged
94 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,0911.1k $88.5k $88.5k 0.00% New
95 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,0681.1k $87.1k $87.1k 0.00% Unchanged
96 Anchor Investment Management, LLC 0.01% of their portfolio COLUMBIA, SC 908908 $73.6k $73.6k 0.01% Added +202 +202
97 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 800800 $64.9k $64.9k 0.00% Reduced -3 -3
98 WealthShield Partners, LLC 0.01% of their portfolio CARY, NC 790790 $64.1k $64.1k 0.01% Unchanged
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 670670 $54.3k $54.3k 0.00% Reduced -285 -285
100 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 666666 $54.0k $54.0k 0.00% Added +4 +4