Vault-13

INVESCO EXCHANGE TRADED FD T RSPT

S&P500 EQL TEC · ETP · CUSIP 46137V282

412 institutional holders +20 vs Q4 2025
41,984,63142.0m shares reported held*
$1.9bnreported value*
43 new 108 added 138 reduced 21 sold out net bought ≈ $146.0m (+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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.77. Options: 1 managers hold calls ($697.0k notional), 1 hold puts ($230.8k).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 392Q1 26: 412412Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026412

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 162 bought or addedQ2 24: 140 cut or sold outQ3 24: 129 bought or addedQ3 24: 168 cut or sold outQ3 24Q4 24: 123 bought or addedQ4 24: 157 cut or sold outQ1 25: 122 bought or addedQ1 25: 176 cut or sold outQ1 25Q2 25: 130 bought or addedQ2 25: 155 cut or sold outQ3 25: 142 bought or addedQ3 25: 141 cut or sold outQ3 25Q4 25: 128 bought or addedQ4 25: 164 cut or sold outQ1 26: 151 bought or addedQ1 26: 159 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024162140
Q3 2024129168
Q4 2024123157
Q1 2025122176
Q2 2025130155
Q3 2025142141
Q4 2025128164
Q1 2026151159

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ2 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 —Q1 26 calls: $697.0kQ1 26 puts: $230.8kQ1 26P/C 0.33
Numbers
QuarterCallsPutsP/C
Q2 2025$469.0k$00.00
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$697.0k$230.8k0.33

Biggest buyers

RMG Wealth Management LLC New +1,467,902+1.5m
BANK OF AMERICA CORP /DE/ Added +1,102,277+1.1m
Independent Advisor Alliance Added +540,754+540.8k
MORGAN STANLEY Added +445,523+445.5k
AQR CAPITAL MANAGEMENT LLC Added +192,917+192.9k
Vestmark Advisory Solutions, Inc. New +138,198+138.2k
Summit Trail Advisors, LLC Added +130,154+130.2k
Cetera Investment Advisers Added +120,625+120.6k
Activest Wealth Management Added +106,465+106.5k
Live Oak Investment Partners New +101,871+101.9k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -328,508-328.5k
TWO SIGMA INVESTMENTS, LP Reduced -285,800-285.8k
AMERIPRISE FINANCIAL INC Reduced -267,779-267.8k
Chicago Wealth Management, Inc. Reduced -209,495-209.5k
Corient Private Wealth LP Reduced -114,959-115.0k
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Reduced -66,816-66.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -66,608-66.6k
ROYAL BANK OF CANADA Reduced -65,785-65.8k
PRINCIPAL SECURITIES, INC. Reduced -45,797-45.8k
ATLAS CAPITAL ADVISORS INC. Reduced -44,925-44.9k

Biggest calls

CITADEL ADVISORS LLC New $697.0k15.4k shares

Biggest puts

JANE STREET GROUP, LLC New $230.8k5.1k shares

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,230,0245.2m $236.7m $236.7m 0.02% Added +1.1m +1,102,277
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,571,2422.6m $116.4m $116.4m 0.01% Added +445.5k +445,523
3 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,418,0692.4m $109.4m $109.4m 0.02% Reduced -328.5k -328,508
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,993,7422.0m $90.2m $90.2m 0.02% Added +34.0k +33,970
5 Baltimore-Washington Financial Advisors, Inc. 3.31% of their portfolio Columbia, MD 1,696,3021.7m $76.8m $76.8m 3.31% Added +39.5k +39,518
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,503,1741.5m $68.0m $68.0m 0.01% Added +13.3k +13,324
7 RMG Wealth Management LLC 9.98% of their portfolio PLATTEVILLE, WI 1,467,9021.5m $86.5m $86.5m 9.98% New
8 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,274,5501.3m $57.7m $57.7m 0.02% Reduced -3.0k -3,050
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,261,2141.3m $57.1m $57.1m 0.01% Reduced -65.8k -65,785
10 Davis Investment Partners, LLC 20.05% of their portfolio CHARLOTTE, NC 1,253,7831.3m $56.7m $56.7m 20.05% Reduced -42.2k -42,225
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,154,0151.2m $50.2m $50.2m 0.00% Reduced -21.9k -21,936
12 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 792,682792.7k $35.9m $35.9m 0.05% Added +22.1k +22,090
13 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 719,795719.8k $32.6m $32.6m 0.06% Reduced -6.7k -6,685
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 638,910638.9k $28.9m $28.9m 0.00% Added +27.3k +27,252
15 Baker Avenue Asset Management, LP 0.62% of their portfolio SAN FRANCISCO, CA 605,362605.4k $27.4m $27.4m 0.62% Added +21.2k +21,210
16 Summit Trail Advisors, LLC 0.37% of their portfolio NEW YORK, NY 568,887568.9k $25.7m $25.7m 0.37% Added +130.2k +130,154
17 Independent Advisor Alliance 0.27% of their portfolio CHARLOTTE, NC 545,754545.8k $24.7m $24.7m 0.27% Added +540.8k +540,754
18 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 520,400520.4k $23.6m $23.6m 0.02% Reduced -285.8k -285,800
19 Bouchey Financial Group, Ltd. 1.67% of their portfolio TROY, NY 473,778473.8k $22.7m $22.7m 1.67% Reduced -3.9k -3,860
20 StoneX Group Inc. 1.09% of their portfolio NEW YORK, NY 449,252449.3k $20.3m $20.3m 1.09% Reduced -5.1k -5,069
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 417,361417.4k $18.9m $18.9m 0.00% Reduced -267.8k -267,779
22 PGIM Custom Harvest LLC 0.29% of their portfolio NEWARK, NJ 412,510412.5k $18.7m $18.7m 0.29% Reduced -15.9k -15,870
23 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 386,191386.2k $17.5m $17.5m 0.02% Reduced -15.9k -15,915
24 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 341,701341.7k $15.5m $15.5m 0.02% Added +120.6k +120,625
25 Compass Wealth Management, LLC/GA 6.53% of their portfolio Atlanta, GA 338,008338.0k $15.3m $15.3m 6.53% Added +20.7k +20,703
26 Prasad Wealth Partners, LLC 4.09% of their portfolio INDEPENDENCE, OH 331,655331.7k $15.0m $15.0m 4.09% Added +5.9k +5,931
27 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 293,155293.2k $13.3m $13.3m 0.02% Reduced -1.4k -1,439
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 280,724280.7k $12.7m $12.7m 0.00% Reduced -10.6k -10,567
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 255,806255.8k $11.6m $11.6m 0.01% Reduced -20.8k -20,759
30 Rockport Wealth LLC 2.00% of their portfolio Fairview Park, OH 242,380242.4k $11.0m $11.0m 2.00% Added +61.2k +61,246
31 CONDOR CAPITAL MANAGEMENT 0.86% of their portfolio MARTINSVILLE, NJ 228,153228.2k $10.3m $10.3m 0.86% Reduced -1.8k -1,760
32 Aventus Investment Advisors, Inc. 7.91% of their portfolio NAPLES, FL 206,531206.5k $9.3m $9.3m 7.91% Reduced -1.8k -1,796
33 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 202,720202.7k $9.2m $9.2m 0.00% Added +192.9k +192,917
34 NEVILLE RODIE & SHAW INC 0.66% of their portfolio NEW YORK, NY 201,350201.3k $9.1m $9.1m 0.66% Added +12.4k +12,400
35 FRG Family Wealth Advisors LLC 1.49% of their portfolio BELLEVUE, WA 200,900200.9k $9.1m $9.1m 1.49% Reduced -16.1k -16,075
36 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 195,621195.6k $9.0m $9.0m 0.08% Reduced -5.6k -5,565
37 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 191,433191.4k $8.7m $8.7m 0.01% Added +3.3k +3,267
38 U.S. Capital Wealth Advisors, LLC 0.21% of their portfolio AUSTIN, TX 185,636185.6k $8.4m $8.4m 0.21% Reduced -2.7k -2,737
39 Federation des caisses Desjardins du Quebec 0.03% of their portfolio LEVIS, A8 182,152182.2k $8.2m $8.2m 0.03% Reduced -1.3k -1,273
40 PATTEN & PATTEN INC/TN 0.50% of their portfolio CHATTANOOGA, TN 181,795181.8k $8.2m $8.2m 0.50% Reduced -14.5k -14,475
41 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 180,485180.5k $8.2m $8.2m 0.02% Added +2.5k +2,523
42 Yoder Wealth Management, Inc. 3.25% of their portfolio WALNUT CREEK, CA 157,369157.4k $7.1m $7.1m 3.25% Added +3.9k +3,882
43 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 6.05% of their portfolio WASHINGTON, DC 150,424150.4k $6.8m $6.8m 6.05% Reduced -29.9k -29,905
44 Activest Wealth Management 1.19% of their portfolio AVENTURA, FL 149,805149.8k $6.8m $6.8m 1.19% Added +106.5k +106,465
45 HB Wealth Management, LLC 0.04% of their portfolio Atlanta, GA 148,313148.3k $6.7m $6.7m 0.04% Added +3 +3
46 Joseph P. Lucia & Associates, LLC 2.35% of their portfolio Yorktown Heights, NY 145,513145.5k $6.6m $6.6m 2.35% Reduced -2.3k -2,264
47 ATLAS CAPITAL ADVISORS INC. 0.75% of their portfolio JACKSON, WY 144,207144.2k $6.5m $6.5m 0.75% Reduced -44.9k -44,925
48 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 144,066144.1k $6.5m $6.5m 0.02% Added +8.4k +8,364
49 Vestmark Advisory Solutions, Inc. 0.07% of their portfolio Wakefield, MA 138,198138.2k $6.3m $6.3m 0.07% New
50 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 134,829134.8k $6.1m $6.1m 0.02% Reduced -11.1k -11,079
51 Cascade Wealth Advisors, Inc 3.39% of their portfolio WENATCHEE, WA 132,813132.8k $7.7m $7.7m 3.39% Reduced -6.2k -6,192
52 Destination Wealth Management 0.15% of their portfolio Walnut Creek, CA 130,356130.4k $5.9m $5.9m 0.15% Reduced -3.5k -3,479
53 Fifth Third Securities, Inc. 0.38% of their portfolio Cincinnati, OH 129,355129.4k $5.9m $5.9m 0.38% Added +8.8k +8,784
54 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1.71% of their portfolio HIGHLAND PARK, IL 128,256128.3k $5.8m $5.8m 1.71% Reduced -66.8k -66,816
55 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 126,430126.4k $5.7m $5.7m 0.08% Reduced -7.4k -7,369
56 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 126,366126.4k $5.7m $5.7m 0.02% Reduced -13.7k -13,734
57 VISTA INVESTMENT MANAGEMENT 1.90% of their portfolio PITTSBURGH, PA 125,322125.3k $5.7m $5.7m 1.90% Added +7.0k +6,973
58 SAGE RHINO CAPITAL LLC 1.04% of their portfolio MENLO PARK, CA 122,599122.6k $5.5m $5.5m 1.04% Reduced -3.3k -3,347
59 Redhawk Wealth Advisors, Inc. 0.61% of their portfolio MINNEAPOLIS, MN 122,298122.3k $5.5m $5.5m 0.61% Reduced -923 -923
60 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 119,093119.1k $5.4m $5.4m 0.01% Added +75.6k +75,644
61 Legacy Private Trust Co. 0.32% of their portfolio NEENAH, WI 114,614114.6k $5.2m $5.2m 0.32% Reduced -9.3k -9,290
62 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 114,396114.4k $5.2m $5.2m 0.01% Reduced -4.3k -4,296
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 111,562111.6k $5.2m $5.2m 0.01% Added +71.2k +71,167
64 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 110,851110.9k $5.0m $5.0m 0.01% Reduced -3.5k -3,506
65 Live Oak Investment Partners 2.72% of their portfolio AUSTIN, TX 101,871101.9k $4.6m $4.6m 2.72% New
66 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 100,946100.9k $4.6m $4.6m 0.01% Reduced -4.5k -4,546
67 ISLAY CAPITAL MANAGEMENT, LLC 2.28% of their portfolio Lubbock, TX 99,20399.2k $4.5m $4.5m 2.28% Reduced -40.4k -40,365
68 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 98,13098.1k $4.4m $4.4m 0.01% Added +11.1k +11,077
69 Detalus Advisors, LLC 1.01% of their portfolio ST. LOUIS, MO 97,81697.8k $4.4m $4.4m 1.01% Reduced -1.0k -1,016
70 Climber Capital SA 2.60% of their portfolio NYON, V8 95,17095.2k $4.0m $4.0m 2.60% Reduced -28.6k -28,560
71 Arch Global Advisors, LLC 2.24% of their portfolio NEW YORK, NY 94,77094.8k $4.3m $4.3m 2.24% First filing
72 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 93,36793.4k $3.7m $3.7m 0.01% Reduced -115.0k -114,959
73 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 89,13289.1k $4.0m $4.0m 0.03% Reduced -40.6k -40,616
74 Walker Asset Management, LLC 2.14% of their portfolio SPRINGFIELD, MO 87,36887.4k $4.0m $4.0m 2.14% Added +4.4k +4,412
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 86,73386.7k $3.9m $3.9m 0.00% Added +4.2k +4,220
76 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 86,65986.7k $3.9m $3.9m 0.01% Reduced -66.6k -66,608
77 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 83,97984.0k $3.8m $3.8m 0.02% Reduced -520 -520
78 PW Nova Financial Services LLC 0.94% of their portfolio NEWTOWN, PA 82,97983.0k $3.8m $3.8m 0.94% Reduced -16 -16
79 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 79,24379.2k $3.6m $3.6m 0.04% Reduced -55 -55
80 Hartford Financial Management Inc. 0.90% of their portfolio WEST HARTFORD, CT 78,12178.1k $3.5m $3.5m 0.90% Reduced -126 -126
81 BFSG, LLC 0.33% of their portfolio IRVINE, CA 75,78475.8k $3.4m $3.4m 0.33% Added +6.1k +6,058
82 Apriem Advisors 0.31% of their portfolio IRVINE, CA 71,55471.6k $3.2m $3.2m 0.31% Added +1 +1
83 Empirical Asset Management, LLC 0.82% of their portfolio WELLESLEY, MA 68,61268.6k $3.1m $3.1m 0.82% Added +2 +2
84 Koshinski Asset Management, Inc. 0.19% of their portfolio DECATUR, IL 68,40668.4k $3.1m $3.1m 0.19% Reduced -1.2k -1,229
85 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 67,55567.6k $3.0m $3.0m 0.00% Added +7.9k +7,942
86 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 67,50267.5k $3.1m $3.1m 0.01% Added +3.8k +3,816
87 Patten Group, Inc. 0.51% of their portfolio CHATTANOOGA, TN 65,05865.1k $2.9m $2.9m 0.51% Added +4.8k +4,750
88 Bawa N Mallick Trust 1.19% of their portfolio FOREST HILLS, NY 64,08064.1k $2.9m $2.9m 1.19% Unchanged
89 Allen Capital Group, LLC 0.26% of their portfolio GRAND ISLAND, NE 63,41663.4k $2.9m $2.9m 0.26% Reduced -795 -795
90 Biltmore Family Office, LLC 0.40% of their portfolio CHARLOTTE, NC 63,38063.4k $2.9m $2.9m 0.40% Unchanged
91 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.34% of their portfolio CONCORD, MA 61,69161.7k $2.8m $2.8m 0.34% Reduced -254 -254
92 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 61,21061.2k $2.8m $2.8m 0.00% Reduced -642 -642
93 FMR LLC 0.00% of their portfolio BOSTON, MA 60,65960.7k $2.7m $2.7m 0.00% Added +5.9k +5,915
94 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 59,72259.7k $2.7m $2.7m 0.03% Reduced -1.2k -1,169
95 Hills Bank & Trust Co 0.13% of their portfolio North Liberty, IA 59,32959.3k $2.7m $2.7m 0.13% Added +31.9k +31,855
96 Gateway Wealth Partners, LLC 0.10% of their portfolio APPLETON, WI 58,75658.8k $2.7m $2.7m 0.10% New
97 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 58,70858.7k $2.7m $2.7m 0.01% Added +23.9k +23,862
98 KENNICOTT CAPITAL MANAGEMENT LLC 1.42% of their portfolio LARKSPUR, CA 57,35457.4k $2.6m $2.6m 1.42% Reduced -14.1k -14,090
99 VALICENTI ADVISORY SERVICES INC 0.55% of their portfolio ELMIRA, NY 56,05456.1k $2.5m $2.5m 0.55% Reduced -71 -71
100 DHJJ Financial Advisors, Ltd. 0.82% of their portfolio NAPERVILLE, IL 54,87154.9k $2.5m $2.5m 0.82% Added +171 +171