Vault-13

INVESCO EXCHANGE TRADED FD T RSPN

S&P500 EQL IND · ETP · CUSIP 46137V324

137 institutional holders +5 vs Q3 2024
8,529,6808.5m shares reported held*
$429.8mreported value*
9 new 44 added 51 reduced 7 sold out net bought ≈ $10.1m (+206.0k 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 ≈ $50.38.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 92Q4 22: 103Q1 23: 114Q2 23: 122Q3 23: 123Q4 23: 134Q1 24: 136Q2 24: 140Q3 24: 132Q4 24: 137137Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202292
Q4 2022103
Q1 2023114
Q2 2023122
Q3 2023123
Q4 2023134
Q1 2024136
Q2 2024140
Q3 2024132
Q4 2024137

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 65 bought or addedQ1 23: 40 cut or sold outQ2 23: 63 bought or addedQ2 23: 46 cut or sold outQ2 23Q3 23: 69 bought or addedQ3 23: 43 cut or sold outQ4 23: 63 bought or addedQ4 23: 47 cut or sold outQ4 23Q1 24: 70 bought or addedQ1 24: 51 cut or sold outQ2 24: 52 bought or addedQ2 24: 67 cut or sold outQ2 24Q3 24: 61 bought or addedQ3 24: 55 cut or sold outQ4 24: 53 bought or addedQ4 24: 58 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20236540
Q2 20236346
Q3 20236943
Q4 20236347
Q1 20247051
Q2 20245267
Q3 20246155
Q4 20245358

Biggest buyers

Strategic Wealth Partners, Ltd. New +123,854+123.9k
Clear Creek Financial Management, LLC New +52,669+52.7k
OSAIC HOLDINGS, INC. Added +51,902+51.9k
MEITAV INVESTMENT HOUSE LTD Added +35,400+35.4k
LPL Financial LLC Added +23,968+24.0k
UBS Group AG Added +11,552+11.6k
CITADEL ADVISORS LLC New +11,087+11.1k
Wealthspire Advisors, LLC New +8,485+8.5k
Global Retirement Partners, LLC Added +7,721+7.7k
Stratos Wealth Partners, LTD. New +6,249+6.2k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -23,437-23.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -14,623-14.6k
Mirae Asset Global Investments Co., Ltd. Reduced -13,700-13.7k
Envestnet Portfolio Solutions, Inc. Sold out -12,130-12.1k
Clearstead Advisors, LLC Reduced -10,754-10.8k
JPMORGAN CHASE & CO Reduced -8,400-8.4k
Carmel Capital Management L.L.C. Reduced -8,000-8.0k
Davis Investment Partners, LLC Reduced -6,469-6.5k
Interchange Capital Partners, LLC Reduced -5,217-5.2k
AMERIPRISE FINANCIAL INC Reduced -5,095-5.1k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MEITAV INVESTMENT HOUSE LTD 0.76% of their portfolio BENE-BERAQ, L3 895,657895.7k $45.0m $45.0m 0.76% Added +35.4k +35,400
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 839,011839.0k $42.1m $42.1m 0.00% Reduced -5.0k -5,023
3 AFFINITY WEALTH MANAGEMENT LLC 5.54% of their portfolio WILMINGTON, DE 622,622622.6k $31.3m $31.3m 5.54% Reduced -4.3k -4,316
4 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.34% of their portfolio Tel Aviv, L3 591,126591.1k $29.7m $29.7m 2.34% Unchanged
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 383,762383.8k $19.3m $19.3m 0.00% Reduced -1.4k -1,363
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 376,864376.9k $18.9m $18.9m 0.01% Added +24.0k +23,968
7 Davis Investment Partners, LLC 6.18% of their portfolio CHARLOTTE, NC 293,408293.4k $14.7m $14.7m 6.18% Reduced -6.5k -6,469
8 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 283,842283.8k $14.2m $14.2m 0.09% Added +529 +529
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 250,000250.0k $12.6m $12.6m 0.00% Unchanged
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 236,212236.2k $11.9m $11.9m 0.00% Reduced -5.1k -5,095
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 227,101227.1k $11.4m $11.4m 0.00% Reduced -23.4k -23,437
12 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 218,344218.3k $11.0m $11.0m 0.06% Reduced -3.6k -3,570
13 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.52% of their portfolio Tel Aviv, L3 209,374209.4k $10.5m $10.5m 2.52% Unchanged
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 172,051172.1k $8.6m $8.6m 0.00% Added +11.6k +11,552
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 171,870171.9k $8.6m $8.6m 0.00% Reduced -2.3k -2,280
16 Wealthcare Advisory Partners LLC 0.24% of their portfolio WEST CHESTER, PA 169,717169.7k $8.5m $8.5m 0.24% Added +1.0k +1,031
17 Carmel Capital Management L.L.C. 3.18% of their portfolio CARMEL, CA 167,785167.8k $8.4m $8.4m 3.18% Reduced -8.0k -8,000
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 154,786154.8k $7.8m $7.8m 0.00% First filing
19 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 144,125144.1k $7.2m $7.2m 0.02% Added +51.9k +51,902
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 136,137136.1k $6.8m $6.8m 0.01% Reduced -2.3k -2,349
21 Strategic Wealth Partners, Ltd. 0.53% of their portfolio INDEPENDENCE, OH 123,854123.9k $6.4m $6.4m 0.53% New
22 TigerOak Management, L.L.C. 2.21% of their portfolio NASHVILLE, TN 120,235120.2k $6.0m $6.0m 2.21% First filing
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 97,58697.6k $4.9m $4.9m 0.01% Reduced -14.6k -14,623
24 TKG Advisors, LLC 1.94% of their portfolio VALPARAISO, IN 79,23679.2k $4.2m $4.2m 1.94% Added +1.3k +1,265
25 SignalPoint Asset Management, LLC 0.81% of their portfolio SPRINGFIELD, MO 66,48466.5k $3.3m $3.3m 0.81% Reduced -2.4k -2,423
26 Private Advisory Group LLC 0.36% of their portfolio REDMOND, WA 64,47864.5k $3.2m $3.2m 0.36% Reduced -3.9k -3,861
27 G&S Capital LLC 1.22% of their portfolio DENVER, CO 58,92158.9k $3.0m $3.0m 1.22% Added +1.7k +1,721
28 Evernest Financial Advisors, LLC 0.71% of their portfolio CARMEL, IN 54,42254.4k $2.7m $2.7m 0.71% Added +2.2k +2,238
29 Clear Creek Financial Management, LLC 0.29% of their portfolio SILVERDALE, WA 52,66952.7k $2.6m $2.6m 0.29% New
30 Joseph P. Lucia & Associates, LLC 1.17% of their portfolio Yorktown Heights, NY 52,51052.5k $2.6m $2.6m 1.17% Reduced -950 -950
31 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 50,33950.3k $2.5m $2.5m 0.00% Reduced -63 -63
32 PGIM Custom Harvest LLC 0.05% of their portfolio NEWARK, NJ 49,84949.8k $2.5m $2.5m 0.05% Reduced -1.2k -1,164
33 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 46,86346.9k $2.4m $2.4m 0.04% Added +842 +842
34 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 46,28746.3k $2.3m $2.3m 0.01% Reduced -2.4k -2,446
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,99046.0k $2.3m $2.3m 0.01% Added +2.7k +2,688
36 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 45,88745.9k $2.3m $2.3m 0.02% Reduced -654 -654
37 Choice Wealth Advisors LLC 1.08% of their portfolio WATERVILLE, ME 42,03742.0k $2.1m $2.1m 1.08% Reduced -1.8k -1,844
38 Traction Financial Partners, LLC 1.40% of their portfolio LITTLETON, CO 35,94735.9k $1.8m $1.8m 1.40% Reduced -1.9k -1,861
39 ACCESS FINANCIAL SERVICES, INC. 0.80% of their portfolio MINNEAPOLIS, MN 35,74935.7k $1.8m $1.8m 0.80% Reduced -1.2k -1,250
40 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5.48% of their portfolio TEL-AVIV, L3 33,00033.0k $1.7m $1.7m 5.48% Unchanged
41 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 30,96431.0k $1.6m $1.6m 0.00% Reduced -248 -248
42 Burns Matteson Capital Management, LLC 0.86% of their portfolio CORNING, NY 30,40730.4k $1.5m $1.5m 0.86% Reduced -1.4k -1,381
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,40329.4k $1.5m $1.5m 0.00% Added +294 +294
44 Friedenthal Financial 0.85% of their portfolio MARLTON, NJ 28,96629.0k $1.5m $1.5m 0.85% Reduced -118 -118
45 Brick & Kyle, Associates 0.61% of their portfolio NEWTOWN, PA 28,41728.4k $1.4m $1.4m 0.61% Added +7 +7
46 Comprehensive Wealth Management, LLC 1.01% of their portfolio LYNNWOOD, WA 26,91426.9k $1.4m $1.4m 1.01% Added +639 +639
47 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 25,80425.8k $1.3m $1.3m 0.01% Added +3.9k +3,883
48 Live Oak Investment Partners 0.96% of their portfolio AUSTIN, TX 25,16125.2k $1.3m $1.3m 0.96% Reduced -2.1k -2,063
49 Walker Asset Management, LLC 0.76% of their portfolio SPRINGFIELD, MO 24,65224.7k $1.2m $1.2m 0.76% Added +264 +264
50 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 22,97423.0k $1.2m $1.2m 0.03% Added +7.7k +7,721
51 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 20,35020.4k $1.0m $1.0m 0.00% Reduced -11 -11
52 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 19,38019.4k $973.3k $973.3k 0.00% Reduced -13.7k -13,700
53 Hilltop Holdings Inc. 0.06% of their portfolio DALLAS, TX 18,34218.3k $920.8k $920.8k 0.06% Reduced -178 -178
54 Capital Wealth Alliance, LLC 0.50% of their portfolio Scottsdale, AZ 17,61617.6k $884.3k $884.3k 0.50% Reduced -86 -86
55 FSA WEALTH PARTNERS, INC. 0.20% of their portfolio Rockville, MD 17,29417.3k $868.2k $868.2k 0.20% Reduced -168 -168
56 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 14,75014.8k $740.5k $740.5k 0.00% Unchanged
57 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 13,74313.7k $689.9k $689.9k 0.04% Added +54 +54
58 Interchange Capital Partners, LLC 0.24% of their portfolio PITTSBURGH, PA 13,17313.2k $660.1k $660.1k 0.24% Reduced -5.2k -5,217
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,81412.8k $643.0k $643.0k 0.00% Added +1.2k +1,157
60 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,78312.8k $641.7k $641.7k 0.00% Reduced -69 -69
61 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,56012.6k $630.5k $630.5k 0.00% Reduced -277 -277
62 Nova Wealth Management, Inc. 0.52% of their portfolio BONITA SPRINGS, FL 12,05112.1k $605.0k $605.0k 0.52% First filing
63 SeaCrest Wealth Management, LLC 0.06% of their portfolio PURCHASE, NY 11,56311.6k $580.5k $580.5k 0.06% Added +6 +6
64 FMR LLC 0.00% of their portfolio BOSTON, MA 11,52311.5k $578.5k $578.5k 0.00% Reduced -7 -7
65 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 11,22711.2k $566.0k $566.0k 0.01% Added +2.1k +2,081
66 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 11,18811.2k $561.7k $561.7k 0.06% Added +570 +570
67 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,08711.1k $556.6k $556.6k 0.00% New
68 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 11,04911.0k $554.7k $554.7k 0.01% Added +218 +218
69 Freedom Investment Management, Inc. 0.05% of their portfolio SOUTH WINDSOR, CT 11,03611.0k $554.0k $554.0k 0.05% Reduced -1.7k -1,738
70 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 10,87510.9k $545.9k $545.9k 0.02% Reduced -75 -75
71 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 10,13310.1k $508.7k $508.7k 0.01% Added +560 +560
72 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,8569.9k $494.8k $494.8k 0.00% Reduced -794 -794
73 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,7909.8k $491.5k $491.5k 0.00% Added +48 +48
74 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 9,0569.1k $454.6k $454.6k 0.02% Added +727 +727
75 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 8,9529.0k $449.4k $449.4k 0.02% Reduced -22 -22
76 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 8,4858.5k $425.9k $425.9k 0.00% New
77 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,1508.2k $409.1k $409.1k 0.00% Added +117 +117
78 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 7,9457.9k $398.9k $398.9k 0.01% Added +20 +20
79 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 7,9107.9k $397.1k $397.1k 0.02% Unchanged
80 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 7,5007.5k $376.5k $376.5k 0.02% Added +7 +7
81 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 7,4847.5k $375.7k $375.7k 0.04% Unchanged
82 SteelPeak Wealth, LLC 0.02% of their portfolio WOODLAND HILLS, CA 7,4507.5k $374.0k $374.0k 0.02% Added +100 +100
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,3107.3k $367.0k $367.0k 0.00% Reduced -8.4k -8,400
84 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,0957.1k $356.2k $356.2k 0.00% Reduced -3.2k -3,187
85 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 7,0007.0k $351.4k $351.4k 0.01% Unchanged
86 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,9597.0k $349.3k $349.3k 0.00% Added +531 +531
87 One Charles Private Wealth Services, LLC 0.12% of their portfolio HINGHAM, MA 6,9256.9k $347.6k $347.6k 0.12% Unchanged
88 Jacobi Capital Management LLC 0.03% of their portfolio PITTSTON, PA 6,9006.9k $346.4k $346.4k 0.03% Reduced -100 -100
89 FAS Wealth Partners, Inc. 0.03% of their portfolio LEAWOOD, KS 6,7676.8k $339.7k $339.7k 0.03% Reduced -125 -125
90 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,6156.6k $332.1k $332.1k 0.00% Unchanged
91 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 6,2496.2k $313.7k $313.7k 0.00% New
92 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,4295.4k $272.5k $272.5k 0.01% Reduced -187 -187
93 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 5,3705.4k $265.3k $265.3k 0.02% Reduced -73 -73
94 Grey Fox Wealth Advisors, LLC 0.07% of their portfolio ROCKLAND, DE 5,3545.4k $268.8k $268.8k 0.07% Added +17 +17
95 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 5,1985.2k $260.9k $260.9k 0.00% Added +61 +61
96 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 5,1255.1k $257.3k $257.3k 0.01% Unchanged
97 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 5,1075.1k $256.4k $256.4k 0.02% Added +15 +15
98 Comprehensive Financial Consultants Institutional, Inc. 0.09% of their portfolio Bloomington, IN 5,0855.1k $255.3k $255.3k 0.09% Added +488 +488
99 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 4,8254.8k $242.2k $242.2k 0.00% Unchanged
100 Novak & Powell Financial Services, Inc. 0.14% of their portfolio ST. PETERSBURG, FL 4,7154.7k $236.7k $236.7k 0.14% Unchanged