Vault-13

INVESCO EXCHANGE TRADED FD T RSPU

S&P500 EQL UTL · ETP · CUSIP 46137V274

131 institutional holders +5 vs Q1 2026
3,207,0283.2m shares reported held*
$260.2mreported value*
16 new 50 added 35 reduced 15 sold out net sold ≈ $3.7m (-45.4k 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 ≈ $81.14. Options: 1 managers hold calls ($835.6k notional), 0 hold puts (—).

Trends to Q2 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: 126Q2 26: 131131Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026131

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 76 bought or addedQ1 26: 34 cut or sold outQ2 26: 66 bought or addedQ2 26: 50 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244838
Q4 20245734
Q1 20255249
Q2 20254642
Q3 20255933
Q4 20256842
Q1 20267634
Q2 20266650

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $835.6kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$835.6k$00.00

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +82,904+82.9k
MORGAN STANLEY Added +40,090+40.1k
Modern Wealth Management, LLC New +18,386+18.4k
REDSTONE WEALTH MANAGEMENT, LLC Added +18,385+18.4k
JONES FINANCIAL COMPANIES LLLP Added +17,313+17.3k
FIRST TRUST ADVISORS LP New +13,697+13.7k
RAYMOND JAMES FINANCIAL INC Added +11,767+11.8k
DENVER WEALTH MANAGEMENT, INC. Added +11,491+11.5k
AMERIPRISE FINANCIAL INC Added +10,679+10.7k
LPL Financial LLC Added +10,047+10.0k

Biggest sellers

VICTORY FINANCIAL GROUP, LLC Sold out -59,765-59.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -47,058-47.1k
TWO SIGMA INVESTMENTS, LP Sold out -38,400-38.4k
Arete Wealth Advisors, LLC Sold out -36,646-36.6k
Jackson Wealth Management, LLC Reduced -30,735-30.7k
LIBERTY ONE INVESTMENT MANAGEMENT, LLC Reduced -27,351-27.4k
SYKON CAPITAL LLC Sold out -16,839-16.8k
American Trust Sold out -15,193-15.2k
Flaharty Asset Management, LLC Reduced -14,229-14.2k
STIFEL FINANCIAL CORP Reduced -10,211-10.2k

Biggest calls

CITADEL ADVISORS LLC New $835.6k10.3k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 593,610593.6k $48.2m $48.2m 0.01% Added +10.0k +10,047
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 420,124420.1k $34.1m $34.1m 0.00% Reduced -6.8k -6,808
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 219,208219.2k $17.8m $17.8m 0.00% Added +40.1k +40,090
4 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 168,764168.8k $13.7m $13.7m 0.02% Added +82.9k +82,904
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 164,273164.3k $13.3m $13.3m 0.00% Added +11.8k +11,767
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 122,710122.7k $10.0m $10.0m 0.01% Reduced -2.1k -2,051
7 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 112,864112.9k $9.2m $9.2m 0.03% Reduced -4.5k -4,496
8 DENVER WEALTH MANAGEMENT, INC. 2.44% of their portfolio DENVER, CO 105,068105.1k $8.5m $8.5m 2.44% Added +11.5k +11,491
9 STUDIO INVESTMENT MANAGEMENT LLC 1.37% of their portfolio CHICAGO, IL 99,55499.6k $8.1m $8.1m 1.37% Added +2.9k +2,926
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 64,96665.0k $5.3m $5.3m 0.00% Added +10.7k +10,679
11 REDSTONE WEALTH MANAGEMENT, LLC 2.92% of their portfolio OKLAHOMA CITY, OK 55,14155.1k $4.5m $4.5m 2.92% Added +18.4k +18,385
12 RM Financial Services, LLC 3.07% of their portfolio FALMOUTH, ME 50,92750.9k $4.1m $4.1m 3.07% Added +534 +534
13 WealthCare Investment Partners, LLC 0.99% of their portfolio PORTSMOUTH, RI 50,24950.2k $4.1m $4.1m 0.99% Added +1.3k +1,287
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 49,51149.5k $4.0m $4.0m 0.00% Reduced -867 -867
15 Friedenthal Financial 1.57% of their portfolio MARLTON, NJ 41,87341.9k $3.4m $3.4m 1.57% Added +1.1k +1,122
16 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 41,28641.3k $3.4m $3.4m 0.00% Added +17.3k +17,313
17 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 39,55539.6k $3.2m $3.2m 0.04% Reduced -1.3k -1,252
18 Marshall & Sterling Wealth Advisors Inc. 1.81% of their portfolio POUGHKEEPSIE, NY 37,64837.6k $3.1m $3.1m 1.81% Reduced -1.5k -1,509
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,74834.7k $2.9m $2.9m 0.00% Added +9.3k +9,291
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 33,10733.1k $2.7m $2.7m 0.00% Added +4.4k +4,373
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 32,49632.5k $2.6m $2.6m 0.00% Added +1.4k +1,353
22 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 32,31332.3k $2.6m $2.6m 0.04% Added +1.5k +1,544
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,34531.3k $2.5m $2.5m 0.00% Added +2.9k +2,871
24 Dakota Wealth Management 0.05% of their portfolio PALM BEACH GARDENS, FL 29,20129.2k $2.4m $2.4m 0.05% Reduced -2.4k -2,405
25 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 28,03928.0k $2.3m $2.3m 0.02% Added +1.9k +1,887
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,39523.4k $1.9m $1.9m 0.00% Added +1.4k +1,403
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,39023.4k $1.9m $1.9m 0.01% Reduced -500 -500
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,37023.4k $1.9m $1.9m 0.00% Added +484 +484
29 Orographic Financial Advisors, LLC 1.10% of their portfolio AVON, CO 21,44621.4k $1.7m $1.7m 1.10% Reduced -59 -59
30 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 20,21220.2k $1.6m $1.6m 0.03% Added +595 +595
31 MFA Wealth Services 0.96% of their portfolio THOUSAND OAKS, CA 19,86819.9k $1.6m $1.6m 0.96% Added +1.3k +1,289
32 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 18,77718.8k $1.5m $1.5m 0.03% Reduced -208 -208
33 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 18,38618.4k $1.5m $1.5m 0.02% New
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,18718.2k $1.5m $1.5m 0.00% Reduced -10.2k -10,211
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,92017.9k $1.5m $1.5m 0.00% Reduced -3.7k -3,734
36 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 17,49217.5k $1.4m $1.4m 0.06% Reduced -773 -773
37 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 13,69713.7k $1.1m $1.1m 0.00% New
38 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 13,17713.2k $1.1m $1.1m 0.00% Reduced -1.1k -1,130
39 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,24512.2k $993.4k $993.4k 0.01% Added +98 +98
40 BLUEDOOR PRIVATE WEALTH, LLC 0.40% of their portfolio BEVERLY, MA 11,80911.8k $958.1k $958.1k 0.40% Added +1.1k +1,086
41 Pacific Sun Financial Corp 0.39% of their portfolio LOS ANGELES, CA 11,65611.7k $945.7k $945.7k 0.39% Reduced -80 -80
42 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 11,49211.5k $932.3k $932.3k 0.02% Reduced -529 -529
43 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 11,25811.3k $913.4k $913.4k 0.01% Reduced -89 -89
44 Berger Financial Group, Inc 0.04% of their portfolio PLYMOUTH, MN 9,8339.8k $797.7k $797.7k 0.04% Added +24 +24
45 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,7808.8k $712.3k $712.3k 0.00% Added +487 +487
46 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,7508.8k $709.9k $709.9k 0.01% Added +1.8k +1,827
47 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 8,5498.5k $693.5k $693.5k 0.02% New
48 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,3008.3k $673.4k $673.4k 0.00% Reduced -979 -979
49 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,1288.1k $659.4k $659.4k 0.01% Added +598 +598
50 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 7,7137.7k $625.8k $625.8k 0.02% Added +825 +825
51 Sage Capital Management, LLC 0.23% of their portfolio Stockton, NJ 7,1457.1k $579.7k $579.7k 0.23% Reduced -272 -272
52 Joseph P. Lucia & Associates, LLC 0.17% of their portfolio Yorktown Heights, NY 7,0127.0k $568.9k $568.9k 0.17% Reduced -110 -110
53 Gladstone Institutional Advisory LLC 0.02% of their portfolio Bedminster, NJ 6,9246.9k $561.7k $561.7k 0.02% New
54 Walker Asset Management, LLC 0.28% of their portfolio SPRINGFIELD, MO 6,9136.9k $560.9k $560.9k 0.28% Added +332 +332
55 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,5616.6k $532.3k $532.3k 0.00% Reduced -14 -14
56 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 6,5196.5k $528.9k $528.9k 0.00% Added +1.1k +1,145
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,1036.1k $495.1k $495.1k 0.00% Unchanged
58 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 6,0536.1k $491.1k $491.1k 0.00% Added +3.4k +3,445
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,3125.3k $431.0k $431.0k 0.00% Added +2.6k +2,616
60 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 5,2405.2k $425.1k $425.1k 0.01% Added +4.6k +4,609
61 Financial Freedom, LLC 0.19% of their portfolio CINCINNATI, OH 5,1595.2k $418.5k $418.5k 0.19% Reduced -2.7k -2,659
62 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,0625.1k $410.7k $410.7k 0.01% First filing
63 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,9134.9k $398.6k $398.6k 0.00% Added +295 +295
64 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 4,8914.9k $396.8k $396.8k 0.02% Added +256 +256
65 Wakefield Asset Management LLLP 0.08% of their portfolio Englewood, CO 4,4254.4k $359.0k $359.0k 0.08% New
66 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 4,2964.3k $348.5k $348.5k 0.01% New
67 Flaharty Asset Management, LLC 0.48% of their portfolio CLEARWATER, FL 4,0794.1k $334.2k $334.2k 0.48% Reduced -14.2k -14,229
68 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,0444.0k $328.0k $328.0k 0.00% Unchanged
69 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 4,0004.0k $325.0k $325.0k 0.01% Unchanged
70 Allen Capital Group, LLC 0.03% of their portfolio GRAND ISLAND, NE 3,9343.9k $319.2k $319.2k 0.03% Unchanged
71 Fearless Solutions, LLC dba Best Invest 0.14% of their portfolio SAN ANTONIO, TX 3,3533.4k $272.0k $272.0k 0.14% Unchanged
72 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 3,1193.1k $253.1k $253.1k 0.01% Added +14 +14
73 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 3,0163.0k $244.8k $244.8k 0.01% Reduced -8.3k -8,280
74 Jackson Wealth Management, LLC 0.14% of their portfolio LAKE MARY, FL 2,9563.0k $240.0k $240.0k 0.14% Reduced -30.7k -30,735
75 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 2,8482.8k $231.1k $231.1k 0.01% Unchanged
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,7132.7k $220.1k $220.1k 0.00% Added +1.2k +1,172
77 First Heartland Consultants, Inc. 0.01% of their portfolio LAKE ST. LOUIS, MO 2,6692.7k $216.6k $216.6k 0.01% Added +16 +16
78 CARLSON FINANCIAL, INC. 0.11% of their portfolio CANBY, OR 2,6582.7k $215.3k $215.3k 0.11% Added +78 +78
79 PLANNING DIRECTIONS INC 0.10% of their portfolio GLEN MILLS, PA 2,6142.6k $212.1k $212.1k 0.10% Added +12 +12
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 2,5952.6k $210.6k $210.6k 0.00% Reduced -47.1k -47,058
81 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 2,5792.6k $209.2k $209.2k 0.01% Added +6 +6
82 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,5622.6k $207.9k $207.9k 0.00% Reduced -2.3k -2,302
83 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,5312.5k $205.3k $205.3k 0.00% Reduced -203 -203
84 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 2,5292.5k $205.2k $205.2k 0.01% Reduced -30 -30
85 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 2,5202.5k $204.4k $204.4k 0.00% Unchanged
86 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 2,5122.5k $203.8k $203.8k 0.00% Reduced -3.4k -3,424
87 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 2,4802.5k $201.2k $201.2k 0.00% New
88 Stelac Advisory Services LLC 0.03% of their portfolio NEW YORK, NY 2,1452.1k $174.0k $174.0k 0.03% Reduced -5.6k -5,567
89 Financial Perspectives, Inc 0.04% of their portfolio MINNEAPOLIS, MN 2,1122.1k $171.3k $171.3k 0.04% Unchanged
90 COMPASS FINANCIAL MANAGEMENT LLC 0.02% of their portfolio TAMPA, FL 1,9381.9k $157.2k $157.2k 0.02% First filing
91 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,9251.9k $156.2k $156.2k 0.00% New
92 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio LIBERTYVILLE, IL 1,7531.8k $142.2k $142.2k 0.01% Reduced -27.4k -27,351
93 Tradewinds Capital Management, LLC 0.02% of their portfolio BELLINGHAM, WA 1,7021.7k $138.1k $138.1k 0.02% Added +11 +11
94 FMR LLC 0.00% of their portfolio BOSTON, MA 1,6401.6k $133.1k $133.1k 0.00% Added +21 +21
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,2731.3k $103.3k $103.3k 0.00% Added +603 +603
96 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,1541.2k $94.0k $94.0k 0.00% Unchanged
97 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,0561.1k $85.7k $85.7k 0.00% Reduced -35 -35
98 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 800800 $64.9k $64.9k 0.00% Unchanged
99 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 713713 $57.2k $57.2k 0.00% New
100 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 670670 $54.4k $54.4k 0.00% Added +4 +4