Vault-13

INVESCO EXCHANGE TRADED FD T RSPT

S&P500 EQL TEC · ETP · CUSIP 46137V282

392 institutional holders +27 vs Q3 2025
38,777,52938.8m shares reported held*
$1.8bnreported value*
39 new 89 added 138 reduced 26 sold out net sold ≈ $268.0m (-5.9m 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 ($153.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.53.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 265Q4 22: 285Q1 23: 297Q2 23: 324Q3 23: 316Q4 23: 357Q1 24: 378Q2 24: 386Q3 24: 371Q4 24: 371Q1 25: 355Q2 25: 369Q3 25: 365Q4 25: 392392Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022265
Q4 2022285
Q1 2023297
Q2 2023324
Q3 2023316
Q4 2023357
Q1 2024378
Q2 2024386
Q3 2024371
Q4 2024371
Q1 2025355
Q2 2025369
Q3 2025365
Q4 2025392

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 161 bought or addedQ1 24: 140 cut or sold outQ2 24: 162 bought or addedQ2 24: 140 cut or sold outQ2 24Q3 24: 129 bought or addedQ3 24: 168 cut or sold outQ4 24: 123 bought or addedQ4 24: 157 cut or sold outQ4 24Q1 25: 122 bought or addedQ1 25: 176 cut or sold outQ2 25: 130 bought or addedQ2 25: 155 cut or sold outQ2 25Q3 25: 142 bought or addedQ3 25: 141 cut or sold outQ4 25: 128 bought or addedQ4 25: 164 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024161140
Q2 2024162140
Q3 2024129168
Q4 2024123157
Q1 2025122176
Q2 2025130155
Q3 2025142141
Q4 2025128164

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 25 calls: $85.5kQ1 25 puts: $23.9kQ1 25P/C 0.28Q2 25 calls: $469.0kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$85.5k$23.9k0.28
Q2 2025$469.0k$00.00
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

TWO SIGMA INVESTMENTS, LP New +806,200+806.2k
Baltimore-Washington Financial Advisors, Inc. Added +264,285+264.3k
Chicago Wealth Management, Inc. New +216,430+216.4k
WELLS FARGO & COMPANY/MN Added +141,025+141.0k
Cetera Investment Advisers Added +135,066+135.1k
PATTEN & PATTEN INC/TN Added +119,633+119.6k
MERCER GLOBAL ADVISORS INC /ADV Added +109,979+110.0k
Corient Private Wealth LP Added +108,820+108.8k
FIRST NATIONAL BANK OF OMAHA New +44,229+44.2k
Thrivent Financial for Lutherans New +43,449+43.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -2,343,517-2.3m
JPMORGAN CHASE & CO Reduced -1,707,975-1.7m
RMG Wealth Management LLC Sold out -1,374,742-1.4m
Horizon Wealth Management, LLC Sold out -1,090,352-1.1m
Summit Trail Advisors, LLC Reduced -266,640-266.6k
MORGAN STANLEY Reduced -204,335-204.3k
BNP PARIBAS FINANCIAL MARKETS Sold out -152,760-152.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -104,585-104.6k
UBS Group AG Reduced -91,705-91.7k
BANK OF AMERICA CORP /DE/ Reduced -86,210-86.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,127,7474.1m $187.9m $187.9m 0.01% Reduced -86.2k -86,210
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,746,5772.7m $125.0m $125.0m 0.02% Added +141.0k +141,025
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,125,7192.1m $96.7m $96.7m 0.01% Reduced -204.3k -204,335
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,959,7722.0m $89.2m $89.2m 0.02% Reduced -41.3k -41,313
5 Baltimore-Washington Financial Advisors, Inc. 3.14% of their portfolio Columbia, MD 1,656,7841.7m $75.4m $75.4m 3.14% Added +264.3k +264,285
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,489,8501.5m $67.8m $67.8m 0.01% Reduced -91.7k -91,705
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,326,9991.3m $60.4m $60.4m 0.01% Reduced -2.3m -2,343,517
8 Davis Investment Partners, LLC 20.74% of their portfolio CHARLOTTE, NC 1,296,0081.3m $59.3m $59.3m 20.74% Reduced -63.0k -62,988
9 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,277,6001.3m $58.1m $58.1m 0.02% Reduced -62.0k -62,047
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,175,9511.2m $53.5m $53.5m 0.00% Reduced -1.7m -1,707,975
11 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 806,200806.2k $36.7m $36.7m 0.05% New
12 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 770,592770.6k $35.1m $35.1m 0.05% Reduced -23.6k -23,571
13 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 726,480726.5k $33.1m $33.1m 0.06% Reduced -50.5k -50,517
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 685,140685.1k $31.2m $31.2m 0.01% Reduced -68.3k -68,271
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 611,658611.7k $27.8m $27.8m 0.00% Reduced -2.6k -2,616
16 Baker Avenue Asset Management, LP 0.61% of their portfolio SAN FRANCISCO, CA 584,152584.2k $26.6m $26.6m 0.61% Added +25.9k +25,862
17 Bouchey Financial Group, Ltd. 1.63% of their portfolio TROY, NY 477,638477.6k $21.7m $21.7m 1.63% Reduced -29.3k -29,338
18 StoneX Group Inc. 0.90% of their portfolio NEW YORK, NY 454,321454.3k $20.7m $20.7m 0.90% Reduced -1.6k -1,570
19 Summit Trail Advisors, LLC 0.35% of their portfolio NEW YORK, NY 438,733438.7k $20.0m $20.0m 0.35% Reduced -266.6k -266,640
20 PGIM Custom Harvest LLC 0.29% of their portfolio NEWARK, NJ 428,380428.4k $19.5m $19.5m 0.29% Reduced -42.6k -42,588
21 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 402,106402.1k $18.3m $18.3m 0.02% Reduced -7.8k -7,824
22 Prasad Wealth Partners, LLC 3.95% of their portfolio INDEPENDENCE, OH 325,724325.7k $14.8m $14.8m 3.95% Reduced -2.2k -2,164
23 Compass Wealth Management, LLC/GA 5.95% of their portfolio Atlanta, GA 317,305317.3k $14.4m $14.4m 5.95% Added +29.8k +29,789
24 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 294,594294.6k $13.4m $13.4m 0.02% Reduced -104.6k -104,585
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 291,291291.3k $13.3m $13.3m 0.00% Reduced -13.5k -13,473
26 Mariner, LLC 0.01% of their portfolio Overland Park, KS 276,565276.6k $12.6m $12.6m 0.01% Added +28.6k +28,644
27 CONDOR CAPITAL MANAGEMENT 0.85% of their portfolio MARTINSVILLE, NJ 229,913229.9k $10.5m $10.5m 0.85% Reduced -8.3k -8,267
28 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 221,076221.1k $10.1m $10.1m 0.01% Added +135.1k +135,066
29 FRG Family Wealth Advisors LLC 1.53% of their portfolio BELLEVUE, WA 216,975217.0k $9.9m $9.9m 1.53% Reduced -1.4k -1,400
30 Chicago Wealth Management, Inc. 3.96% of their portfolio CHICAGO, IL 216,430216.4k $9.8m $9.8m 3.96% New
31 Aventus Investment Advisors, Inc. 7.68% of their portfolio NAPLES, FL 208,327208.3k $9.5m $9.5m 7.68% Added +4.2k +4,181
32 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 208,326208.3k $9.5m $9.5m 0.01% Added +108.8k +108,820
33 Farther Finance Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 201,186201.2k $9.2m $9.2m 0.10% Added +3.9k +3,908
34 PATTEN & PATTEN INC/TN 0.52% of their portfolio CHATTANOOGA, TN 196,270196.3k $8.9m $8.9m 0.52% Added +119.6k +119,633
35 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2.81% of their portfolio HIGHLAND PARK, IL 195,072195.1k $8.9m $8.9m 2.81% Reduced -2.3k -2,279
36 ATLAS CAPITAL ADVISORS INC. 0.96% of their portfolio JACKSON, WY 189,132189.1k $8.6m $8.6m 0.96% First filing
37 NEVILLE RODIE & SHAW INC 0.61% of their portfolio NEW YORK, NY 188,950188.9k $8.6m $8.6m 0.61% Added +11.0k +11,025
38 U.S. Capital Wealth Advisors, LLC 0.22% of their portfolio AUSTIN, TX 188,373188.4k $8.6m $8.6m 0.22% Reduced -1.7k -1,734
39 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 188,166188.2k $8.6m $8.6m 0.01% Added +17.8k +17,807
40 Federation des caisses Desjardins du Quebec 0.03% of their portfolio LEVIS, A8 183,425183.4k $8.3m $8.3m 0.03% Reduced -85.7k -85,710
41 Rockport Wealth LLC 1.60% of their portfolio Fairview Park, OH 181,134181.1k $8.2m $8.2m 1.60% Reduced -1.4k -1,396
42 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 7.54% of their portfolio WASHINGTON, DC 180,329180.3k $8.2m $8.2m 7.54% Added +24.6k +24,599
43 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 177,962178.0k $8.1m $8.1m 0.02% Reduced -2.2k -2,230
44 Yoder Wealth Management, Inc. 3.18% of their portfolio WALNUT CREEK, CA 153,487153.5k $7.0m $7.0m 3.18% Reduced -4.0k -3,954
45 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 153,267153.3k $7.0m $7.0m 0.01% Added +110.0k +109,979
46 HB Wealth Management, LLC 0.04% of their portfolio Atlanta, GA 148,310148.3k $6.7m $6.7m 0.04% Reduced -5.2k -5,222
47 Joseph P. Lucia & Associates, LLC 2.43% of their portfolio Yorktown Heights, NY 147,777147.8k $6.7m $6.7m 2.43% Reduced -7.0k -7,015
48 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 145,908145.9k $6.6m $6.6m 0.03% Reduced -16.2k -16,169
49 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 140,100140.1k $6.2m $6.2m 0.02% Added +4.1k +4,130
50 ISLAY CAPITAL MANAGEMENT, LLC 3.73% of their portfolio Lubbock, TX 139,568139.6k $6.4m $6.4m 3.73% Added +9.6k +9,594
51 Cascade Wealth Advisors, Inc 3.12% of their portfolio WENATCHEE, WA 139,005139.0k $6.8m $6.8m 3.12% Reduced -200 -200
52 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 135,702135.7k $6.2m $6.2m 0.03% Added +3.9k +3,896
53 Destination Wealth Management 0.16% of their portfolio Walnut Creek, CA 133,835133.8k $6.1m $6.1m 0.16% Reduced -4.7k -4,711
54 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 133,799133.8k $6.1m $6.1m 0.09% Added +9.0k +9,004
55 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 129,748129.7k $5.9m $5.9m 0.05% Added +9.4k +9,377
56 SAGE RHINO CAPITAL LLC 1.08% of their portfolio MENLO PARK, CA 125,946125.9k $5.7m $5.7m 1.08% Reduced -6.6k -6,637
57 Legacy Private Trust Co. 0.33% of their portfolio NEENAH, WI 123,904123.9k $5.6m $5.6m 0.33% Added +442 +442
58 Climber Capital SA 3.44% of their portfolio NYON, V8 123,730123.7k $5.3m $5.3m 3.44% First filing
59 Redhawk Wealth Advisors, Inc. 0.63% of their portfolio MINNEAPOLIS, MN 123,221123.2k $5.6m $5.6m 0.63% Reduced -2.3k -2,345
60 Fifth Third Securities, Inc. 0.36% of their portfolio Cincinnati, OH 120,571120.6k $5.5m $5.5m 0.36% Added +7.1k +7,146
61 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 118,692118.7k $5.4m $5.4m 0.01% Reduced -3.0k -3,049
62 VISTA INVESTMENT MANAGEMENT 1.78% of their portfolio PITTSBURGH, PA 118,349118.3k $5.4m $5.4m 1.78% Added +8.8k +8,805
63 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 114,357114.4k $5.2m $5.2m 0.01% Reduced -9.6k -9,645
64 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 105,492105.5k $4.8m $4.8m 0.01% Reduced -9.3k -9,266
65 Detalus Advisors, LLC 1.10% of their portfolio ST. LOUIS, MO 98,83298.8k $4.5m $4.5m 1.10% Reduced -11.9k -11,942
66 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 87,05387.1k $4.0m $4.0m 0.01% Added +1.5k +1,508
67 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 84,49984.5k $3.8m $3.8m 0.02% Reduced -2.7k -2,743
68 PW Nova Financial Services LLC 1.44% of their portfolio NEWTOWN, PA 82,99583.0k $3.8m $3.8m 1.44% First filing
69 Walker Asset Management, LLC 2.03% of their portfolio SPRINGFIELD, MO 82,95683.0k $3.8m $3.8m 2.03% Reduced -1.6k -1,556
70 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 82,51382.5k $3.8m $3.8m 0.00% Reduced -10.4k -10,386
71 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 79,29879.3k $3.6m $3.6m 0.04% Reduced -1.5k -1,515
72 Hartford Financial Management Inc. 0.93% of their portfolio WEST HARTFORD, CT 78,24778.2k $3.6m $3.6m 0.93% Reduced -3 -3
73 Apriem Advisors 0.30% of their portfolio IRVINE, CA 71,55371.6k $3.3m $3.3m 0.30% Added +2 +2
74 KENNICOTT CAPITAL MANAGEMENT LLC 1.58% of their portfolio LARKSPUR, CA 71,44471.4k $3.3m $3.3m 1.58% Unchanged
75 BFSG, LLC 0.31% of their portfolio IRVINE, CA 69,72669.7k $3.2m $3.2m 0.31% Added +2.9k +2,926
76 Koshinski Asset Management, Inc. 0.20% of their portfolio DECATUR, IL 69,63569.6k $3.2m $3.2m 0.20% Reduced -7.2k -7,213
77 Empirical Asset Management, LLC 0.88% of their portfolio WELLESLEY, MA 68,61068.6k $3.1m $3.1m 0.88% Reduced -4.6k -4,630
78 Allen Capital Group, LLC 0.27% of their portfolio GRAND ISLAND, NE 64,21164.2k $2.9m $2.9m 0.27% Reduced -2.1k -2,104
79 Bawa N Mallick Trust 1.08% of their portfolio FOREST HILLS, NY 64,08064.1k $2.9m $2.9m 1.08% Unchanged
80 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 63,68663.7k $2.9m $2.9m 0.01% Reduced -628 -628
81 Biltmore Family Office, LLC 0.40% of their portfolio CHARLOTTE, NC 63,38063.4k $2.9m $2.9m 0.40% Reduced -930 -930
82 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.34% of their portfolio CONCORD, MA 61,94561.9k $2.8m $2.8m 0.34% Added +79 +79
83 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 61,85261.9k $2.8m $2.8m 0.00% Added +21.0k +20,974
84 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 60,89160.9k $2.8m $2.8m 0.03% Reduced -46.0k -45,977
85 Portus Wealth Advisors, LLC 2.61% of their portfolio CHARLOTTE, NC 60,68960.7k $2.8m $2.8m 2.61% Added +896 +896
86 Patten Group, Inc. 0.51% of their portfolio CHATTANOOGA, TN 60,30860.3k $2.7m $2.7m 0.51% Added +10.1k +10,115
87 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 59,61359.6k $2.7m $2.7m 0.00% Added +12.5k +12,491
88 VALICENTI ADVISORY SERVICES INC 0.53% of their portfolio ELMIRA, NY 56,12556.1k $2.6m $2.6m 0.53% Added +249 +249
89 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 55,63755.6k $2.5m $2.5m 0.04% Reduced -29.6k -29,601
90 Paller Financial Services Inc 2.01% of their portfolio CENTENNIAL, CO 55,20255.2k $2.5m $2.5m 2.01% First filing
91 FMR LLC 0.00% of their portfolio BOSTON, MA 54,74454.7k $2.5m $2.5m 0.00% Added +4.0k +3,956
92 DHJJ Financial Advisors, Ltd. 0.83% of their portfolio NAPERVILLE, IL 54,70054.7k $2.5m $2.5m 0.83% Reduced -459 -459
93 Carnegie Investment Counsel 0.04% of their portfolio PEPPER PIKE, OH 53,35553.4k $2.4m $2.4m 0.04% Added +4.6k +4,595
94 HHM Wealth Advisors, LLC 0.26% of their portfolio CHATTANOOGA, TN 48,94548.9k $2.2m $2.2m 0.26% Reduced -1.6k -1,620
95 VALLEY NATIONAL ADVISERS INC 0.30% of their portfolio BETHLEHEM, PA 46,87946.9k $2.1m $2.1m 0.30% Unchanged
96 Secure Asset Management, LLC 0.32% of their portfolio Troy, MI 44,82444.8k $2.0m $2.0m 0.32% Reduced -9.1k -9,136
97 FIRST NATIONAL BANK OF OMAHA 0.06% of their portfolio OMAHA, NE 44,22944.2k $2.0m $2.0m 0.06% New
98 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 43,44943.4k $2.0m $2.0m 0.00% New
99 Activest Wealth Management 0.37% of their portfolio AVENTURA, FL 43,34043.3k $2.0m $2.0m 0.37% Added +5.5k +5,455
100 McGuire Investment Group, LLC 0.21% of their portfolio WAKEFIELD, RI 43,03243.0k $2.0m $2.0m 0.21% Unchanged