Vault-13

INVESCO EXCHANGE TRADED FD T RSPM

S&P500 EQL MAT · ETP · CUSIP 46137V316

75 institutional holders +5 vs Q1 2026
1,771,4721.8m shares reported held*
$68.5mreported value*
7 new 18 added 23 reduced 5 sold out net sold ≈ $2.0m (-51.7k 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 ≈ $38.64.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 90Q4 22: 101Q1 23: 100Q2 23: 94Q3 23: 87Q4 23: 88Q1 24: 89Q2 24: 86Q3 24: 86Q4 24: 80Q1 25: 74Q2 25: 74Q3 25: 70Q4 25: 70Q1 26: 70Q2 26: 7575Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202290
Q4 2022101
Q1 2023100
Q2 202394
Q3 202387
Q4 202388
Q1 202489
Q2 202486
Q3 202486
Q4 202480
Q1 202574
Q2 202574
Q3 202570
Q4 202570
Q1 202670
Q2 202675

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 23 bought or addedQ3 24: 41 cut or sold outQ4 24: 25 bought or addedQ4 24: 41 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 33 cut or sold outQ2 25: 21 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 26 cut or sold outQ4 25: 22 bought or addedQ4 25: 33 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 22 cut or sold outQ2 26: 25 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242341
Q4 20242541
Q1 20252433
Q2 20252136
Q3 20252926
Q4 20252233
Q1 20263622
Q2 20262528

Biggest buyers

Maltin Wealth Management, Inc. Added +20,423+20.4k
Cambridge Investment Research Advisors, Inc. Added +12,603+12.6k
Clearstead Advisors, LLC New +7,088+7.1k
Envestnet Portfolio Solutions, Inc. New +6,905+6.9k
Arax Advisory Partners Added +6,548+6.5k
Ameritas Advisory Services, LLC New +6,154+6.2k
HRT FINANCIAL LP New +5,384+5.4k
WELLS FARGO & COMPANY/MN Added +4,849+4.8k
LPL Financial LLC Added +4,297+4.3k
Friedenthal Financial Added +2,903+2.9k

Biggest sellers

SYKON CAPITAL LLC Sold out -38,423-38.4k
Private Advisor Group, LLC Reduced -29,403-29.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -22,602-22.6k
CX Institutional Reduced -7,019-7.0k
IMC-Chicago, LLC Sold out -6,915-6.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -5,978-6.0k
OSAIC HOLDINGS, INC. Reduced -5,978-6.0k
ROYAL BANK OF CANADA Reduced -5,483-5.5k
AMERIPRISE FINANCIAL INC Sold out -5,433-5.4k
Tower Research Capital LLC (TRC) Reduced -3,079-3.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 308,497308.5k $11.9m $11.9m 0.00% Added +1.8k +1,835
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 196,181196.2k $7.6m $7.6m 0.01% Reduced -1.1k -1,102
3 Friedenthal Financial 2.34% of their portfolio MARLTON, NJ 130,830130.8k $5.1m $5.1m 2.34% Added +2.9k +2,903
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 114,295114.3k $4.4m $4.4m 0.00% Added +2.2k +2,213
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 100,176100.2k $3.9m $3.9m 0.00% Added +4.3k +4,297
6 Maltin Wealth Management, Inc. 1.27% of their portfolio RIDGEWOOD, NJ 98,54698.5k $3.8m $3.8m 1.27% Added +20.4k +20,423
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 79,26679.3k $3.1m $3.1m 0.00% Reduced -5.5k -5,483
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 75,95176.0k $2.9m $2.9m 0.00% Reduced -211 -211
9 NTV Asset Management LLC 0.29% of their portfolio Charleston, WV 75,71175.7k $2.9m $2.9m 0.29% Reduced -2.5k -2,521
10 Courage Miller Partners, LLC 0.51% of their portfolio NORFOLK, VA 50,14050.1k $1.9m $1.9m 0.51% Reduced -1.2k -1,206
11 Pacific Sun Financial Corp 0.77% of their portfolio LOS ANGELES, CA 48,52548.5k $1.9m $1.9m 0.77% Reduced -1.5k -1,510
12 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 44,03944.0k $1.7m $1.7m 0.01% Reduced -929 -929
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,43634.4k $1.3m $1.3m 0.00% Added +4.8k +4,849
14 MEITAV INVESTMENT HOUSE LTD 0.01% of their portfolio BENE-BERAQ, L3 32,71532.7k $1.3m $1.3m 0.01% Unchanged
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,57825.6k $988.0k $988.0k 0.00% Added +12.6k +12,603
16 Peak Financial Management, Inc. 0.22% of their portfolio WELLESLEY, MA 24,60424.6k $950.8k $950.8k 0.22% Reduced -76 -76
17 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 23,87723.9k $922.6k $922.6k 0.01% Reduced -86 -86
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 23,08523.1k $892.5k $892.5k 0.00% Reduced -6.0k -5,978
19 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 20,73920.7k $801.4k $801.4k 0.04% Unchanged
20 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 19,95120.0k $770.9k $770.9k 0.00% Reduced -29.4k -29,403
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 17,13117.1k $662.0k $662.0k 0.00% Added +920 +920
22 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 13,42513.4k $518.7k $518.7k 0.01% Reduced -16 -16
23 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 13,09613.1k $506.0k $506.0k 0.00% Added +6.5k +6,548
24 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,93312.9k $499.7k $499.7k 0.00% Reduced -132 -132
25 Hartford Financial Management Inc. 0.10% of their portfolio WEST HARTFORD, CT 11,50011.5k $444.4k $444.4k 0.10% Unchanged
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,05511.1k $427.2k $427.2k 0.00% Reduced -6.0k -5,978
27 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 10,67510.7k $412.5k $412.5k 0.02% Reduced -95 -95
28 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 10,43610.4k $403.3k $403.3k 0.00% Added +1.6k +1,620
29 FLPUTNAM INVESTMENT MANAGEMENT CO 0.00% of their portfolio PORTLAND, ME 10,30010.3k $398.0k $398.0k 0.00% Unchanged
30 Walker Asset Management, LLC 0.19% of their portfolio SPRINGFIELD, MO 9,6019.6k $371.0k $371.0k 0.19% Added +396 +396
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,8988.9k $349.2k $349.2k 0.00% Added +2.2k +2,159
32 Asset Management Group, Inc. 0.05% of their portfolio STAMFORD, CT 8,3708.4k $323.4k $323.4k 0.05% Added +45 +45
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,0988.1k $312.9k $312.9k 0.00% Reduced -22.6k -22,602
34 Capital Square, LLC 0.13% of their portfolio ATHENS, TN 7,8787.9k $303.8k $303.8k 0.13% Added +583 +583
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,8667.9k $303.1k $303.1k 0.00% Unchanged
36 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 7,7187.7k $298.2k $298.2k 0.00% Added +31 +31
37 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 7,5767.6k $292.7k $292.7k 0.02% Reduced -440 -440
38 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 7,0887.1k $273.9k $273.9k 0.00% New
39 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,9056.9k $266.8k $266.8k 0.00% New
40 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 6,1546.2k $237.8k $237.8k 0.00% New
41 Yoder Wealth Management, Inc. 0.09% of their portfolio WALNUT CREEK, CA 6,0696.1k $234.5k $234.5k 0.09% Reduced -2.1k -2,093
42 Planning Strategies Inc. 0.15% of their portfolio LANCASTER, PA 6,0246.0k $232.8k $232.8k 0.15% First filing
43 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,3845.4k $208.0k $208.0k 0.00% New
44 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,4734.5k $172.8k $172.8k 0.00% Reduced -3.1k -3,079
45 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,3954.4k $169.8k $169.8k 0.00% Added +340 +340
46 Key Financial Inc 0.02% of their portfolio WEST CHESTER, PA 3,0103.0k $116.3k $116.3k 0.02% Unchanged
47 FMR LLC 0.00% of their portfolio BOSTON, MA 1,9802.0k $76.5k $76.5k 0.00% Unchanged
48 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,5851.6k $61.2k $61.2k 0.00% Added +11 +11
49 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,5851.6k $61.2k $61.2k 0.00% New
50 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,5101.5k $58.3k $58.3k 0.00% Unchanged
51 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio MORRISTOWN, NJ 1,4211.4k $54.9k $54.9k 0.00% Unchanged
52 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,1721.2k $45.3k $45.3k 0.00% Reduced -280 -280
53 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,0201.0k $39.4k $39.4k 0.00% Unchanged
54 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 1,0001.0k $38.6k $38.6k 0.00% New
55 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 975975 $37.7k $37.7k 0.00% Unchanged
56 Allied Private Wealth LLC 0.02% of their portfolio BOCA RATON, FL 858858 $32.6k $32.6k 0.02% First filing
57 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 855855 $33.0k $33.0k 0.00% New
58 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 783783 $30.2k $30.2k 0.00% Unchanged
59 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 620620 $24.0k $24.0k 0.00% Unchanged
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 500500 $19.3k $19.3k 0.00% Unchanged
61 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 476476 $18.4k $18.4k 0.00% Added +120 +120
62 PIN OAK INVESTMENT ADVISORS INC 0.01% of their portfolio HOUSTON, TX 350350 $14.0k $14.0k 0.01% Unchanged
63 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 314314 $12.1k $12.1k 0.00% Unchanged
64 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.01% of their portfolio GLASTONBURY, CT 265265 $10.2k $10.2k 0.01% Unchanged
65 CX Institutional 0.00% of their portfolio AUBURN, IN 260260 $10.0k $10.0k 0.00% Reduced -7.0k -7,019
66 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 200200 $7.7k $7.7k 0.00% Unchanged
67 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 150150 $6.0k $6.0k 0.00% Not comparable
68 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 140140 $5.4k $5.4k 0.00% Reduced -53 -53
69 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 6363 $2.4k $2.4k 0.00% Reduced -25 -25
70 Comprehensive Financial Planning, Inc./PA 0.00% of their portfolio EAST PETERSBURG, PA 5555 $2.1k $2.1k 0.00% Unchanged
71 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 4848 $1.9k $1.9k 0.00% Unchanged
72 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 3535 $1.4k $1.4k 0.00% Unchanged
73 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 2323 $889 $889 0.00% Unchanged
74 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 1919 $734 $734 0.00% First filing
75 Measured Wealth Private Client Group, LLC 0.00% of their portfolio PORTSMOUTH, NH 1010 $386 $386 0.00% Unchanged