Vault-13

INVESCO EXCHANGE TRADED FD T PKW

BUYBACK ACHIEV · ETP · CUSIP 46137V308

246 institutional holders +4 vs Q3 2025
4,923,8744.9m shares reported held*
$661.1mreported value*
24 new 79 added 61 reduced 29 sold out net sold ≈ $772.6k (-3.9k 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 ($581.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $134.26. Options: 2 managers hold calls ($323.3k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 180Q4 22: 201Q1 23: 185Q2 23: 189Q3 23: 208Q4 23: 206Q1 24: 204Q2 24: 203Q3 24: 216Q4 24: 226Q1 25: 215Q2 25: 231Q3 25: 242Q4 25: 246246Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022180
Q4 2022201
Q1 2023185
Q2 2023189
Q3 2023208
Q4 2023206
Q1 2024204
Q2 2024203
Q3 2024216
Q4 2024226
Q1 2025215
Q2 2025231
Q3 2025242
Q4 2025246

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 74 bought or addedQ1 24: 79 cut or sold outQ2 24: 70 bought or addedQ2 24: 74 cut or sold outQ2 24Q3 24: 78 bought or addedQ3 24: 72 cut or sold outQ4 24: 74 bought or addedQ4 24: 81 cut or sold outQ4 24Q1 25: 82 bought or addedQ1 25: 75 cut or sold outQ2 25: 102 bought or addedQ2 25: 56 cut or sold outQ2 25Q3 25: 92 bought or addedQ3 25: 74 cut or sold outQ4 25: 103 bought or addedQ4 25: 90 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20247479
Q2 20247074
Q3 20247872
Q4 20247481
Q1 20258275
Q2 202510256
Q3 20259274
Q4 202510390

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ1 25 calls: $1.0mQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $568.6kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $279.7kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $323.3kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$1.0m$00.00
Q2 2025$568.6k$00.00
Q3 2025$279.7k$00.00
Q4 2025$323.3k$00.00

Biggest buyers

Triton Wealth Management, PLLC Added +60,275+60.3k
BANK OF AMERICA CORP /DE/ Added +41,165+41.2k
LPL Financial LLC Added +40,121+40.1k
WELLS FARGO & COMPANY/MN Added +37,513+37.5k
Cetera Investment Advisers Added +21,642+21.6k
Hudock, Inc. Added +21,437+21.4k
Focus Partners Wealth New +16,101+16.1k
MORGAN STANLEY Added +15,559+15.6k
Stegent Equity Advisors, Inc. New +14,045+14.0k
RAYMOND JAMES FINANCIAL INC Added +13,759+13.8k

Biggest sellers

Elevation Capital Advisory, LLC Sold out -61,388-61.4k
Pacific Wealth Strategies Group, Inc. Reduced -58,045-58.0k
WIN ADVISORS, INC Sold out -34,512-34.5k
TWO SIGMA INVESTMENTS, LP Sold out -33,000-33.0k
JPMORGAN CHASE & CO Reduced -32,552-32.6k
UBS Group AG Reduced -26,053-26.1k
Fortitude Financial, LLC Sold out -25,272-25.3k
NewEdge Advisors, LLC Reduced -18,005-18.0k
Park Edge Advisors, LLC Sold out -16,200-16.2k
NorthCoast Asset Management LLC Sold out -14,318-14.3k

Biggest calls

CITADEL ADVISORS LLC Added $308.9k2.3k shares
GROUP ONE TRADING LLC Unchanged $14.4k200 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 865,959866.0k $116.3m $116.3m 0.01% Added +41.2k +41,165
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 463,308463.3k $62.2m $62.2m 0.02% Added +40.1k +40,121
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 372,416372.4k $50.0m $50.0m 0.01% Added +37.5k +37,513
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 339,899339.9k $45.7m $45.7m 0.00% Added +15.6k +15,559
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 226,646226.6k $30.4m $30.4m 0.01% Added +13.8k +13,759
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 111,345111.3k $15.0m $15.0m 0.00% Reduced -26.1k -26,053
7 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 83,31583.3k $11.2m $11.2m 0.03% Added +9.4k +9,410
8 Curtis Advisory Group, LLC 2.31% of their portfolio SANTA BARBARA, CA 81,82081.8k $11.0m $11.0m 2.31% Added +3.8k +3,760
9 Mariner, LLC 0.01% of their portfolio Overland Park, KS 81,59581.6k $11.0m $11.0m 0.01% Added +1.1k +1,134
10 Triton Wealth Management, PLLC 3.61% of their portfolio SUN CITY, AZ 70,93470.9k $9.6m $9.6m 3.61% Added +60.3k +60,275
11 Koshinski Asset Management, Inc. 0.61% of their portfolio DECATUR, IL 70,18470.2k $9.4m $9.4m 0.61% Added +1.6k +1,589
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 68,41268.4k $9.2m $9.2m 0.01% Added +3.4k +3,438
13 Sovran Advisors, LLC 0.75% of their portfolio SAN DIEGO, CA 63,76963.8k $8.8m $8.8m 0.75% Reduced -249 -249
14 Resonant Capital Advisors, LLC 0.44% of their portfolio Madison, WI 59,99960.0k $8.1m $8.1m 0.44% Unchanged
15 Legacy Capital Wealth Partners, LLC 1.52% of their portfolio LITTLE ROCK, AR 58,75558.8k $7.1m $7.1m 1.52% Reduced -5.8k -5,797
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 57,61057.6k $7.7m $7.7m 0.01% Added +21.6k +21,642
17 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 54,87554.9k $7.4m $7.4m 0.01% Added +5.7k +5,718
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 52,85452.9k $7.1m $7.1m 0.01% Added +5.1k +5,147
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 52,65452.7k $7.1m $7.1m 0.00% Added +10.1k +10,120
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 49,64949.6k $6.7m $6.7m 0.00% Added +815 +815
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 49,12949.1k $6.6m $6.6m 0.01% Reduced -9.3k -9,289
22 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 48,89348.9k $6.6m $6.6m 0.05% Added +3.2k +3,156
23 CAHILL FINANCIAL ADVISORS INC 0.70% of their portfolio EDINA, MN 47,72147.7k $6.4m $6.4m 0.70% Reduced -437 -437
24 Prime Capital Investment Advisors, LLC 0.08% of their portfolio OVERLAND PARK, KS 46,94746.9k $6.3m $6.3m 0.08% Added +1.9k +1,882
25 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 43,93943.9k $5.9m $5.9m 0.04% Reduced -1.4k -1,418
26 FMR LLC 0.00% of their portfolio BOSTON, MA 42,25542.3k $5.7m $5.7m 0.00% Added +1.2k +1,196
27 Hudock, Inc. 0.83% of their portfolio Williamsport, PA 41,79341.8k $5.6m $5.6m 0.83% Added +21.4k +21,437
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 38,16538.2k $5.3m $5.3m 0.01% Reduced -1.4k -1,411
29 THOROUGHBRED FINANCIAL SERVICES, LLC 0.29% of their portfolio BRENTWOOD, TN 36,36236.4k $4.9m $4.9m 0.29% Added +310 +310
30 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 34,27634.3k $4.6m $4.6m 0.00% Reduced -4.7k -4,713
31 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 33,49833.5k $4.5m $4.5m 0.02% Reduced -741 -741
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,97233.0k $4.4m $4.4m 0.00% Reduced -32.6k -32,552
33 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 31,74131.7k $4.3m $4.3m 0.02% Added +6.1k +6,149
34 Cornerstone Wealth Management, LLC 0.21% of their portfolio ST. PETERS, MO 29,64029.6k $4.0m $4.0m 0.21% Added +8.7k +8,743
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 25,88425.9k $3.5m $3.5m 0.00% Added +4.9k +4,937
36 GHP Investment Advisors, Inc. 0.14% of their portfolio Denver, CO 25,64325.6k $3.4m $3.4m 0.14% Reduced -38 -38
37 Titiun Yejiel 4.13% of their portfolio PUNTA DEL ESTE, X3 25,00025.0k $3.4m $3.4m 4.13% First filing
38 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 24,18424.2k $3.2m $3.2m 0.02% Added +257 +257
39 Smart Portfolios, LLC 3.04% of their portfolio LAKE FOREST PARK, WA 22,75022.8k $3.1m $3.1m 3.04% Added +4.4k +4,353
40 Pacific Wealth Strategies Group, Inc. 1.62% of their portfolio SANTA BARBARA, CA 21,25221.3k $2.9m $2.9m 1.62% Reduced -58.0k -58,045
41 Breakwater Capital Group 0.38% of their portfolio PARAMUS, NJ 20,50020.5k $2.8m $2.8m 0.38% Added +328 +328
42 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 20,00020.0k $2.7m $2.7m 0.00% Added +10.0k +10,000
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,96620.0k $2.7m $2.7m 0.00% Reduced -163 -163
44 Fortis Group Advisors, LLC 0.45% of their portfolio WESTWOOD, NJ 19,67819.7k $2.7m $2.7m 0.45% Reduced -200 -200
45 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,33719.3k $2.6m $2.6m 0.00% Reduced -1.1k -1,125
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 18,81318.8k $2.5m $2.5m 0.01% Reduced -18.0k -18,005
47 FLAGSHIP HARBOR ADVISORS, LLC 0.12% of their portfolio BOSTON, MA 18,33418.3k $2.5m $2.5m 0.12% Reduced -637 -637
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 18,00618.0k $2.4m $2.4m 0.00% Added +9.0k +9,005
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,82117.8k $2.4m $2.4m 0.00% Reduced -245 -245
50 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 17,68517.7k $2.4m $2.4m 0.06% Added +584 +584
51 Essex Financial Services, Inc. 0.12% of their portfolio ESSEX, CT 16,15216.2k $2.2m $2.2m 0.12% Reduced -452 -452
52 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,10116.1k $2.2m $2.2m 0.00% New
53 Madison Asset Management, LLC 0.02% of their portfolio MADISON, WI 15,83915.8k $2.1m $2.1m 0.02% Reduced -1.1k -1,130
54 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 15,48215.5k $2.1m $2.1m 0.01% Added +2 +2
55 Pacific Sun Financial Corp 1.00% of their portfolio LOS ANGELES, CA 15,42115.4k $2.1m $2.1m 1.00% Added +155 +155
56 Carnegie Investment Counsel 0.04% of their portfolio PEPPER PIKE, OH 15,23215.2k $2.0m $2.0m 0.04% Unchanged
57 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,95915.0k $2.0m $2.0m 0.00% Reduced -204 -204
58 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 14,32614.3k $2.0m $2.0m 0.04% Added +844 +844
59 Stegent Equity Advisors, Inc. 1.47% of their portfolio HOUSTON, TX 14,04514.0k $1.9m $1.9m 1.47% New
60 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,88412.9k $1.7m $1.7m 0.00% Added +1.8k +1,793
61 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 12,67812.7k $1.7m $1.7m 0.07% Added +2 +2
62 One Wealth Map LLC 0.86% of their portfolio LAS VEGAS, NV 12,36912.4k $1.7m $1.7m 0.86% Added +532 +532
63 Banque de Luxembourg S.A. 0.68% of their portfolio LUXEMBOURG, N4 11,92511.9k $1.6m $1.6m 0.68% Unchanged
64 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,58111.6k $1.6m $1.6m 0.00% Added +145 +145
65 Tempus Wealth Planning, LLC 0.34% of their portfolio IRVINE, CA 10,94410.9k $1.5m $1.5m 0.34% Reduced -113 -113
66 BankPlus Trust Department 0.36% of their portfolio JACKSON, MS 10,36810.4k $1.4m $1.4m 0.36% Reduced -82 -82
67 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,26410.3k $1.4m $1.4m 0.00% Reduced -14.0k -14,010
68 UPTICK PARTNERS, LLC 0.28% of their portfolio NACOGDOCHES, TX 9,7829.8k $1.3m $1.3m 0.28% Reduced -300 -300
69 WHITTIER TRUST CO OF NEVADA INC 0.03% of their portfolio RENO, NV 9,6009.6k $1.3m $1.3m 0.03% Unchanged
70 Argent Trust Co 0.04% of their portfolio NASHVILLE, TN 9,4129.4k $1.3m $1.3m 0.04% Unchanged
71 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 9,2689.3k $1.2m $1.2m 0.04% Added +109 +109
72 Tradition Wealth Management, LLC 0.09% of their portfolio EDINA, MN 9,2339.2k $1.2m $1.2m 0.09% Reduced -38 -38
73 ROMAN BUTLER FULLERTON & CO 0.32% of their portfolio ST LOUIS, MO 8,9438.9k $1.2m $1.2m 0.32% Added +3 +3
74 Destiny Wealth Partners, LLC 0.13% of their portfolio TAVARES, FL 8,6188.6k $1.2m $1.2m 0.13% Reduced -382 -382
75 Independent Family Office, LLC 0.47% of their portfolio ALBANY, NY 8,4148.4k $1.1m $1.1m 0.47% Unchanged
76 Gator Capital Management, LLC 0.23% of their portfolio TAMPA, FL 8,1838.2k $1.1m $1.1m 0.23% Added +27 +27
77 HAZLETT, BURT & WATSON, INC. 0.35% of their portfolio WHEELING, WV 8,1298.1k $1.1m $1.1m 0.35% Added +51 +51
78 Kendall Capital Management 0.23% of their portfolio ROCKVILLE, MD 8,0828.1k $1.1m $1.1m 0.23% Added +4.4k +4,435
79 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 7,9808.0k $1.1m $1.1m 0.02% Reduced -519 -519
80 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,7507.8k $1.0m $1.0m 0.01% Added +198 +198
81 truNorth Financial Services, Inc. 1.11% of their portfolio Chambersburg, PA 7,6367.6k $1.0m $1.0m 1.11% First filing
82 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,4557.5k $1.0m $1.0m 0.00% Added +54 +54
83 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 7,1677.2k $962.7k $962.7k 0.00% Reduced -100 -100
84 Collaborative Wealth Managment Inc. 0.33% of their portfolio LAKE MARY, FL 6,9597.0k $934.8k $934.8k 0.33% Reduced -515 -515
85 S.A. Mason LLC 0.36% of their portfolio HOLLAND, MI 6,7216.7k $902.8k $902.8k 0.36% Reduced -120 -120
86 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 6,6626.7k $891.6k $891.6k 0.00% Added +723 +723
87 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 6,6516.7k $893.4k $893.4k 0.01% Added +468 +468
88 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 6,5756.6k $883.2k $883.2k 0.00% Added +3.3k +3,265
89 TSFG, LLC 0.13% of their portfolio LAKE FOREST, IL 6,5026.5k $873.0k $873.0k 0.13% Unchanged
90 TBH Global Asset Management, LLC 0.15% of their portfolio Brentwood, TN 6,4876.5k $871.4k $871.4k 0.15% Reduced -167 -167
91 Del-Sette Capital Management, LLC 0.53% of their portfolio SCHENECTADY, NY 6,4176.4k $861.9k $861.9k 0.53% Reduced -194 -194
92 Caliber Wealth Management, LLC / KS 0.09% of their portfolio Overland Park, KS 6,3296.3k $850.2k $850.2k 0.09% Added +1 +1
93 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 6,0616.1k $814.0k $814.0k 0.02% New
94 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 6,0006.0k $805.9k $805.9k 0.00% First filing
95 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,9485.9k $799.0k $799.0k 0.00% Added +286 +286
96 CALTON & ASSOCIATES, INC. 0.12% of their portfolio Tampa, FL 5,9405.9k $797.9k $797.9k 0.12% Reduced -178 -178
97 Ancora Advisors LLC 0.02% of their portfolio Cleveland, OH 5,6135.6k $753.9k $753.9k 0.02% Unchanged
98 Dana Investment Advisors, Inc. 0.02% of their portfolio BROOKFIELD, WI 5,4035.4k $725.7k $725.7k 0.02% New
99 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5,2205.2k $700.9k $700.9k 0.00% Reduced -215 -215
100 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 5,0915.1k $683.8k $683.8k 0.00% Reduced -54 -54