Vault-13

INVESCO EXCHANGE TRADED FD T RSPN

S&P500 EQL IND · ETP · CUSIP 46137V324

158 institutional holders +14 vs Q4 2025
9,998,34410.0m shares reported held*
$575.8mreported value*
28 new 52 added 51 reduced 10 sold out net sold ≈ $184.0m (-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 ($14.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.59.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 92Q4 22: 103Q1 23: 114Q2 23: 122Q3 23: 123Q4 23: 134Q1 24: 136Q2 24: 140Q3 24: 132Q4 24: 137Q1 25: 134Q2 25: 142Q3 25: 143Q4 25: 144Q1 26: 158158Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202292
Q4 2022103
Q1 2023114
Q2 2023122
Q3 2023123
Q4 2023134
Q1 2024136
Q2 2024140
Q3 2024132
Q4 2024137
Q1 2025134
Q2 2025142
Q3 2025143
Q4 2025144
Q1 2026158

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 52 bought or addedQ2 24: 67 cut or sold outQ3 24: 61 bought or addedQ3 24: 55 cut or sold outQ3 24Q4 24: 53 bought or addedQ4 24: 58 cut or sold outQ1 25: 59 bought or addedQ1 25: 56 cut or sold outQ1 25Q2 25: 60 bought or addedQ2 25: 58 cut or sold outQ3 25: 69 bought or addedQ3 25: 53 cut or sold outQ3 25Q4 25: 63 bought or addedQ4 25: 61 cut or sold outQ1 26: 80 bought or addedQ1 26: 61 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245267
Q3 20246155
Q4 20245358
Q1 20255956
Q2 20256058
Q3 20256953
Q4 20256361
Q1 20268061

Biggest buyers

ROYAL BANK OF CANADA Added +369,358+369.4k
Bank of New York Mellon Corp New +248,700+248.7k
Strategic Wealth Partners, Ltd. Added +157,227+157.2k
WELLS FARGO & COMPANY/MN Added +155,625+155.6k
ENVESTNET ASSET MANAGEMENT INC Added +113,120+113.1k
Sage Advisory Services, Ltd.Co. New +108,169+108.2k
AMERIPRISE FINANCIAL INC Added +80,918+80.9k
FDx Advisors, Inc. New +47,564+47.6k
RAYMOND JAMES FINANCIAL INC Added +47,325+47.3k
BANK OF AMERICA CORP /DE/ Added +29,387+29.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,829,043-2.8m
GOLDMAN SACHS GROUP INC Reduced -1,046,529-1.0m
MEITAV INVESTMENT HOUSE LTD Reduced -252,100-252.1k
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD Reduced -160,189-160.2k
NewEdge Advisors, LLC Reduced -80,244-80.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -58,924-58.9k
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD Reduced -54,811-54.8k
BNP PARIBAS FINANCIAL MARKETS Sold out -50,000-50.0k
IHT Wealth Management, LLC Sold out -42,840-42.8k
Clear Creek Financial Management, LLC Reduced -26,281-26.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,375,8211.4m $79.2m $79.2m 0.01% Reduced -1.0m -1,046,529
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 973,290973.3k $56.0m $56.0m 0.00% Added +29.4k +29,387
3 AFFINITY WEALTH MANAGEMENT LLC 5.49% of their portfolio WILMINGTON, DE 630,071630.1k $36.3m $36.3m 5.49% Reduced -3.2k -3,166
4 MEITAV INVESTMENT HOUSE LTD 0.38% of their portfolio BENE-BERAQ, L3 596,431596.4k $34.3m $34.3m 0.38% Reduced -252.1k -252,100
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 485,719485.7k $28.0m $28.0m 0.00% Reduced -9.5k -9,500
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 469,946469.9k $27.1m $27.1m 0.01% Added +369.4k +369,358
7 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.63% of their portfolio Tel Aviv, L3 430,937430.9k $24.8m $24.8m 1.63% Reduced -160.2k -160,189
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 364,529364.5k $21.0m $21.0m 0.01% Reduced -15.8k -15,794
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 318,507318.5k $18.3m $18.3m 0.00% Added +80.9k +80,918
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 299,488299.5k $17.2m $17.2m 0.00% Added +155.6k +155,625
11 Davis Investment Partners, LLC 5.50% of their portfolio CHARLOTTE, NC 270,619270.6k $15.6m $15.6m 5.50% Reduced -2.4k -2,433
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 264,339264.3k $15.2m $15.2m 0.00% Added +47.3k +47,325
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 248,700248.7k $14.3m $14.3m 0.00% New
14 Wealthcare Advisory Partners LLC 0.19% of their portfolio WEST CHESTER, PA 173,630173.6k $10.0m $10.0m 0.19% Added +1.4k +1,379
15 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 173,624173.6k $10.0m $10.0m 0.04% Reduced -80.2k -80,244
16 Carmel Capital Management L.L.C. 2.84% of their portfolio CARMEL, CA 172,220172.2k $9.9m $9.9m 2.84% Added +585 +585
17 Strategic Wealth Partners, Ltd. 0.63% of their portfolio INDEPENDENCE, OH 158,685158.7k $9.1m $9.1m 0.63% Added +157.2k +157,227
18 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.76% of their portfolio Tel Aviv, L3 154,563154.6k $8.9m $8.9m 1.76% Reduced -54.8k -54,811
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 138,217138.2k $8.0m $8.0m 0.00% Reduced -617 -617
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 122,018122.0k $7.0m $7.0m 0.00% Added +113.1k +113,120
21 TigerOak Management, L.L.C. 2.05% of their portfolio NASHVILLE, TN 113,205113.2k $6.5m $6.5m 2.05% Reduced -618 -618
22 Sage Advisory Services, Ltd.Co. 3.41% of their portfolio AUSTIN, TX 108,169108.2k $6.2m $6.2m 3.41% New
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 96,29696.3k $5.5m $5.5m 0.01% Added +6.3k +6,333
24 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 91,38891.4k $5.3m $5.3m 0.02% Added +7.0k +7,024
25 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3.68% of their portfolio WASHINGTON, DC 72,03172.0k $4.1m $4.1m 3.68% Added +10.3k +10,304
26 TKG Advisors, LLC 1.70% of their portfolio VALPARAISO, IN 71,52071.5k $4.1m $4.1m 1.70% Reduced -10.7k -10,699
27 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 71,43671.4k $4.1m $4.1m 0.01% Reduced -58.9k -58,924
28 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 58,93058.9k $3.4m $3.4m 0.03% Reduced -4.2k -4,172
29 Harbor Asset Planning, Inc. 2.69% of their portfolio BELMONT, MA 55,54255.5k $3.2m $3.2m 2.69% Added +3.3k +3,302
30 Evernest Financial Advisors, LLC 0.70% of their portfolio CARMEL, IN 55,37955.4k $3.4m $3.4m 0.70% Reduced -61 -61
31 G&S Capital LLC 1.08% of their portfolio DENVER, CO 53,32153.3k $3.1m $3.1m 1.08% Reduced -5.1k -5,138
32 Joseph P. Lucia & Associates, LLC 0.98% of their portfolio Yorktown Heights, NY 47,58847.6k $2.7m $2.7m 0.98% Reduced -425 -425
33 FDx Advisors, Inc. 0.87% of their portfolio BERWYN, PA 47,56447.6k $2.7m $2.7m 0.87% New
34 Comprehensive Wealth Management, LLC 1.33% of their portfolio LYNNWOOD, WA 45,54745.5k $2.6m $2.6m 1.33% Added +797 +797
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 42,19642.2k $2.4m $2.4m 0.01% Reduced -2.0k -2,030
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,68041.7k $2.4m $2.4m 0.00% Reduced -2.6k -2,610
37 Hills Bank & Trust Co 0.11% of their portfolio North Liberty, IA 40,59740.6k $2.3m $2.3m 0.11% Added +19.2k +19,243
38 Choice Wealth Advisors LLC 0.91% of their portfolio WATERVILLE, ME 40,39340.4k $2.3m $2.3m 0.91% Reduced -1.6k -1,609
39 Treasure Coast Financial Planning 1.18% of their portfolio VERO BEACH, FL 39,74339.7k $2.3m $2.3m 1.18% Added +5.3k +5,272
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 36,70336.7k $2.1m $2.1m 0.00% Added +1.4k +1,423
41 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 36,12736.1k $2.1m $2.1m 0.00% Added +920 +920
42 PGIM Custom Harvest LLC 0.03% of their portfolio NEWARK, NJ 35,57835.6k $2.0m $2.0m 0.03% Reduced -2.3k -2,275
43 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 35,23635.2k $2.0m $2.0m 0.01% Reduced -864 -864
44 ACCESS FINANCIAL SERVICES, INC. 0.64% of their portfolio MINNEAPOLIS, MN 31,24231.2k $1.8m $1.8m 0.64% Reduced -1.1k -1,133
45 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 29,24829.2k $1.7m $1.7m 0.00% Added +5.0k +5,009
46 Friedenthal Financial 0.79% of their portfolio MARLTON, NJ 27,20627.2k $1.6m $1.6m 0.79% Added +188 +188
47 FMR LLC 0.00% of their portfolio BOSTON, MA 26,24626.2k $1.5m $1.5m 0.00% Added +736 +736
48 Burns Matteson Capital Management, LLC 0.56% of their portfolio CORNING, NY 24,92424.9k $1.4m $1.4m 0.56% Reduced -1.6k -1,592
49 SYKON CAPITAL LLC 0.46% of their portfolio HARRISON, NY 24,15024.1k $1.4m $1.4m 0.46% Added +8.5k +8,522
50 Walker Asset Management, LLC 0.74% of their portfolio SPRINGFIELD, MO 23,87823.9k $1.4m $1.4m 0.74% Added +74 +74
51 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 22,85322.9k $1.3m $1.3m 0.01% Added +92 +92
52 Live Oak Investment Partners 0.74% of their portfolio AUSTIN, TX 21,75321.8k $1.3m $1.3m 0.74% Reduced -2.1k -2,105
53 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 21,43521.4k $1.2m $1.2m 0.00% Added +369 +369
54 Hilltop Holdings Inc. 0.11% of their portfolio DALLAS, TX 20,29120.3k $1.2m $1.2m 0.11% Reduced -580 -580
55 Brick & Kyle, Associates 0.38% of their portfolio NEWTOWN, PA 20,24120.2k $1.2m $1.2m 0.38% Reduced -8.2k -8,199
56 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 19,30519.3k $1.1m $1.1m 0.09% Reduced -26.3k -26,281
57 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,17418.2k $1.0m $1.0m 0.00% Added +9.8k +9,816
58 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 16,96617.0k $976.9k $976.9k 0.03% New
59 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 15,75015.8k $906.9k $906.9k 0.00% Unchanged
60 FSA WEALTH PARTNERS, INC. 0.40% of their portfolio Rockville, MD 14,57214.6k $839.1k $839.1k 0.40% New
61 Blue Chip Partners, LLC 0.06% of their portfolio FARMINGTON HILLS, MI 14,28114.3k $822.3k $822.3k 0.06% New
62 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 13,64913.6k $785.9k $785.9k 0.01% Reduced -62 -62
63 Interchange Capital Partners, LLC 0.20% of their portfolio PITTSBURGH, PA 12,88112.9k $630.3k $630.3k 0.20% Added +3.0k +3,011
64 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 12,55312.6k $722.8k $722.8k 0.01% Added +21 +21
65 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,49912.5k $719.7k $719.7k 0.00% Added +515 +515
66 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 12,47712.5k $718.4k $718.4k 0.00% Reduced -5.8k -5,818
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,41712.4k $715.0k $715.0k 0.00% Added +4.3k +4,285
68 BRIAN LOW FINANCIAL GROUP, LLC 0.48% of their portfolio BATON ROUGE, LA 12,22312.2k $703.8k $703.8k 0.48% New
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11,38511.4k $655.5k $655.5k 0.00% Added +211 +211
70 Traction Financial Partners, LLC 0.40% of their portfolio LITTLETON, CO 11,19711.2k $644.7k $644.7k 0.40% Reduced -20.5k -20,505
71 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 11,01511.0k $634.2k $634.2k 0.05% Added +92 +92
72 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 10,87510.9k $626.2k $626.2k 0.01% Unchanged
73 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 9,99310.0k $575.4k $575.4k 0.04% Reduced -3.7k -3,732
74 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,9269.9k $579.1k $579.1k 0.00% Added +1.2k +1,170
75 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 9,5989.6k $552.7k $552.7k 0.01% Reduced -1.0k -1,049
76 Capital Wealth Alliance, LLC 0.25% of their portfolio Scottsdale, AZ 9,4439.4k $543.7k $543.7k 0.25% Reduced -55 -55
77 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 9,3489.3k $538.2k $538.2k 0.02% Added +86 +86
78 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,1349.1k $525.9k $525.9k 0.00% New
79 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 8,7948.8k $466.1k $466.1k 0.00% Reduced -7.4k -7,390
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,7398.7k $503.2k $503.2k 0.00% New
81 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 7,9057.9k $455.2k $455.2k 0.02% Unchanged
82 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,5667.6k $436.0k $436.0k 0.00% Unchanged
83 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 7,4567.5k $429.3k $429.3k 0.02% Added +25 +25
84 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 7,2567.3k $417.9k $417.9k 0.01% Reduced -185 -185
85 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,1777.2k $413.2k $413.2k 0.00% Reduced -668 -668
86 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 7,0007.0k $403.1k $403.1k 0.01% Unchanged
87 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,8446.8k $394.1k $394.1k 0.01% Reduced -1.4k -1,444
88 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 6,7026.7k $385.9k $385.9k 0.03% Unchanged
89 Colonial River Investments, LLC 0.14% of their portfolio MIDLOTHIAN, VA 6,6946.7k $385.5k $385.5k 0.14% Reduced -158 -158
90 CX Institutional 0.01% of their portfolio AUBURN, IN 6,2426.2k $359.0k $359.0k 0.01% Added +6.0k +6,028
91 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 5,9906.0k $344.9k $344.9k 0.02% Reduced -285 -285
92 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,8215.8k $335.2k $335.2k 0.00% Added +1.3k +1,335
93 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,6685.7k $326.4k $326.4k 0.00% Added +3.4k +3,414
94 Comprehensive Financial Consultants Institutional, Inc. 0.09% of their portfolio Bloomington, IN 5,4445.4k $313.5k $313.5k 0.09% Reduced -1 -1
95 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,4265.4k $312.4k $312.4k 0.00% Reduced -1 -1
96 Grey Fox Wealth Advisors, LLC 0.06% of their portfolio ROCKLAND, DE 5,4145.4k $311.7k $311.7k 0.06% Added +12 +12
97 One Charles Private Wealth Services, LLC 0.08% of their portfolio HINGHAM, MA 5,2815.3k $304.1k $304.1k 0.08% Reduced -936 -936
98 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 5,2295.2k $301.1k $301.1k 0.00% Reduced -3.0k -2,961
99 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 5,1255.1k $295.1k $295.1k 0.01% Unchanged
100 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,0745.1k $292.2k $292.2k 0.01% Added +215 +215