Vault-13

INVESCO EXCHANGE TRADED FD T RSPF

S&P500 EQL FIN · ETP · CUSIP 46137V340

104 institutional holders -1 vs Q1 2025
2,040,9952.0m shares reported held*
$155.5mreported value*
9 new 37 added 31 reduced 11 sold out net sold ≈ $1.8m (-23.5k 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 ≈ $76.17.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 112Q1 23: 110Q2 23: 100Q3 23: 94Q4 23: 102Q1 24: 101Q2 24: 100Q3 24: 96Q4 24: 102Q1 25: 105Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022101
Q4 2022112
Q1 2023110
Q2 2023100
Q3 202394
Q4 2023102
Q1 2024101
Q2 2024100
Q3 202496
Q4 2024102
Q1 2025105
Q2 2025104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 31 bought or addedQ3 23: 52 cut or sold outQ4 23: 30 bought or addedQ4 23: 50 cut or sold outQ4 23Q1 24: 32 bought or addedQ1 24: 52 cut or sold outQ2 24: 26 bought or addedQ2 24: 58 cut or sold outQ2 24Q3 24: 31 bought or addedQ3 24: 48 cut or sold outQ4 24: 38 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 46 cut or sold outQ2 25: 46 bought or addedQ2 25: 42 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233152
Q4 20233050
Q1 20243252
Q2 20242658
Q3 20243148
Q4 20243842
Q1 20253846
Q2 20254642

Biggest buyers

UBS Group AG Added +44,993+45.0k
ROYAL BANK OF CANADA Added +18,201+18.2k
Arkadios Wealth Advisors New +17,657+17.7k
TWO SIGMA INVESTMENTS, LP New +7,900+7.9k
NewEdge Advisors, LLC Added +6,792+6.8k
CITADEL ADVISORS LLC New +5,912+5.9k
NATIONAL BANK OF CANADA /FI/ Added +5,783+5.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +3,570+3.6k
McAdam, LLC New +2,718+2.7k
Yoder Wealth Management, Inc. Added +2,521+2.5k

Biggest sellers

ForthRight Wealth Management, LLC Sold out -31,678-31.7k
SHAKER INVESTMENTS LLC/OH Sold out -25,835-25.8k
IHT Wealth Management, LLC Sold out -17,947-17.9k
CX Institutional Reduced -15,381-15.4k
Private Advisor Group, LLC Reduced -12,636-12.6k
Cascade Wealth Advisors, Inc Sold out -12,300-12.3k
SeaCrest Wealth Management, LLC Sold out -7,134-7.1k
Geneos Wealth Management Inc. Reduced -6,448-6.4k
PFG Investments, LLC Sold out -4,141-4.1k
STIFEL FINANCIAL CORP Reduced -3,598-3.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 254,979255.0k $19.4m $19.4m 0.00% Reduced -2.3k -2,324
2 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 142,532142.5k $10.8m $10.8m 0.06% Added +6.8k +6,792
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 105,298105.3k $8.0m $8.0m 0.00% Added +45.0k +44,993
4 Joseph Group Capital Management 2.63% of their portfolio COLUMBUS, OH 103,052103.1k $7.8m $7.8m 2.63% Added +425 +425
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 93,88593.9k $7.3m $7.3m 0.01% Added +3.6k +3,570
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 92,11692.1k $7.0m $7.0m 0.00% Added +1.4k +1,437
7 Joseph P. Lucia & Associates, LLC 2.51% of their portfolio Yorktown Heights, NY 80,44680.4k $6.1m $6.1m 2.51% Reduced -1.1k -1,074
8 Davis Investment Partners, LLC 2.04% of their portfolio CHARLOTTE, NC 74,23574.2k $5.7m $5.7m 2.04% Reduced -1.7k -1,683
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 69,73369.7k $5.3m $5.3m 0.01% Reduced -2.5k -2,520
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 64,60064.6k $4.9m $4.9m 0.00% Unchanged
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 62,29862.3k $4.7m $4.7m 0.00% Reduced -910 -910
12 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 53,62353.6k $4.1m $4.1m 0.08% Added +2.1k +2,089
13 Allen Capital Group, LLC 0.42% of their portfolio GRAND ISLAND, NE 52,82552.8k $4.0m $4.0m 0.42% Reduced -1.4k -1,433
14 Yoder Wealth Management, Inc. 1.67% of their portfolio WALNUT CREEK, CA 42,17642.2k $3.2m $3.2m 1.67% Added +2.5k +2,521
15 PGIM Custom Harvest LLC 0.06% of their portfolio NEWARK, NJ 41,20441.2k $3.1m $3.1m 0.06% Added +386 +386
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 40,39940.4k $3.1m $3.1m 0.00% Reduced -2.0k -2,019
17 ARKANSAS FINANCIAL GROUP, INC. 0.44% of their portfolio LITTLE ROCK, AR 37,45837.5k $2.9m $2.9m 0.44% Reduced -283 -283
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,91634.9k $2.7m $2.7m 0.00% Added +18.2k +18,201
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,82224.8k $1.9m $1.9m 0.00% Added +596 +596
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 24,34024.3k $1.9m $1.9m 0.00% Added +2.0k +2,039
21 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 23,85923.9k $1.8m $1.8m 0.01% Reduced -12.6k -12,636
22 Live Oak Investment Partners 1.29% of their portfolio AUSTIN, TX 22,13822.1k $1.7m $1.7m 1.29% Added +1.8k +1,804
23 Ausdal Financial Partners, Inc. 0.11% of their portfolio Davenport, IA 21,80721.8k $1.7m $1.7m 0.11% Added +73 +73
24 Sandbox Financial Partners, LLC 0.51% of their portfolio BETHESDA, MD 21,27121.3k $1.6m $1.6m 0.51% Reduced -130 -130
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 20,25020.2k $1.5m $1.5m 0.00% Added +857 +857
26 Focus Financial Network, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 19,63719.6k $1.5m $1.5m 0.06% Reduced -300 -300
27 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 19,44419.4k $1.5m $1.5m 0.00% Added +5.8k +5,783
28 FRG Family Wealth Advisors LLC 0.25% of their portfolio BELLEVUE, WA 18,87018.9k $1.4m $1.4m 0.25% Unchanged
29 Walker Asset Management, LLC 0.82% of their portfolio SPRINGFIELD, MO 18,63818.6k $1.4m $1.4m 0.82% Added +173 +173
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,00718.0k $1.4m $1.4m 0.00% Reduced -3.6k -3,598
31 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 17,65717.7k $1.3m $1.3m 0.04% New
32 Sunbelt Securities, Inc. 0.11% of their portfolio HOUSTON, TX 17,32417.3k $1.3m $1.3m 0.11% Added +129 +129
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,97017.0k $1.3m $1.3m 0.00% Reduced -719 -719
34 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 16,59716.6k $1.3m $1.3m 0.03% Reduced -79 -79
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,09913.1k $997.0k $997.0k 0.00% Reduced -175 -175
36 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.25% of their portfolio PRINCETON, NJ 12,63912.6k $962.0k $962.0k 0.25% Reduced -94 -94
37 Pacific Sun Financial Corp 0.48% of their portfolio LOS ANGELES, CA 12,14012.1k $924.0k $924.0k 0.48% Added +50 +50
38 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 11,34011.3k $863.1k $863.1k 0.01% Added +1.2k +1,177
39 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 11,15111.2k $848.7k $848.7k 0.00% Reduced -1.2k -1,203
40 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 10,59910.6k $799.7k $799.7k 0.00% Added +2.0k +2,003
41 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,6329.6k $733.1k $733.1k 0.00% Added +1.0k +1,026
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,2069.2k $700.7k $700.7k 0.00% Added +675 +675
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,6178.6k $655.9k $655.9k 0.00% Added +644 +644
44 Friedenthal Financial 0.35% of their portfolio MARLTON, NJ 8,2728.3k $629.6k $629.6k 0.35% Reduced -126 -126
45 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 7,9007.9k $601.3k $601.3k 0.00% New
46 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 7,7467.7k $589.6k $589.6k 0.05% Added +381 +381
47 Freedom Investment Management, Inc. 0.05% of their portfolio SOUTH WINDSOR, CT 7,6387.6k $581.4k $581.4k 0.05% Reduced -121 -121
48 Empirical Asset Management, LLC 0.18% of their portfolio WELLESLEY, MA 7,5987.6k $578.3k $578.3k 0.18% Reduced -106 -106
49 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,7166.7k $511.2k $511.2k 0.00% Unchanged
50 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 6,6886.7k $509.0k $509.0k 0.03% Unchanged
51 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,6586.7k $506.7k $506.7k 0.01% Reduced -6.4k -6,448
52 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,5576.6k $499.1k $499.1k 0.02% Reduced -3.4k -3,400
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,1846.2k $470.7k $470.7k 0.00% Added +731 +731
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,9125.9k $450.0k $450.0k 0.00% New
55 Sebold Capital Management, Inc. 0.28% of their portfolio LISLE, IL 5,8735.9k $447.0k $447.0k 0.28% Added +4 +4
56 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,6575.7k $431.0k $431.0k 0.00% Reduced -1.2k -1,173
57 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 5,4735.5k $416.6k $416.6k 0.01% Reduced -65 -65
58 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,4085.4k $411.6k $411.6k 0.01% Reduced -69 -69
59 Harbor Asset Planning, Inc. 0.38% of their portfolio BELMONT, MA 5,1765.2k $394.1k $394.1k 0.38% First filing
60 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 5,0255.0k $382.5k $382.5k 0.03% Unchanged
61 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,9655.0k $378.0k $378.0k 0.00% Added +74 +74
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,5454.5k $345.9k $345.9k 0.00% Added +1.4k +1,352
63 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 4,3174.3k $328.6k $328.6k 0.01% Reduced -562 -562
64 One Charles Private Wealth Services, LLC 0.09% of their portfolio HINGHAM, MA 4,2904.3k $326.5k $326.5k 0.09% Reduced -57 -57
65 Promus Capital, LLC 0.10% of their portfolio CHICAGO, IL 4,0564.1k $308.7k $308.7k 0.10% Added +2.0k +2,028
66 IMA Advisory Services, Inc. 0.03% of their portfolio DENVER, CO 3,9854.0k $303.3k $303.3k 0.03% Unchanged
67 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,6503.6k $277.8k $277.8k 0.00% Added +49 +49
68 MCDONALD PARTNERS LLC 0.07% of their portfolio CLEVELAND, OH 3,5753.6k $272.1k $272.1k 0.07% Unchanged
69 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 3,5153.5k $267.5k $267.5k 0.00% Reduced -151 -151
70 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,2933.3k $250.6k $250.6k 0.02% Reduced -3.6k -3,554
71 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,2073.2k $244.1k $244.1k 0.00% Added +12 +12
72 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 2,7182.7k $206.9k $206.9k 0.01% New
73 HHM Wealth Advisors, LLC 0.02% of their portfolio CHATTANOOGA, TN 2,3952.4k $182.3k $182.3k 0.02% Added +250 +250
74 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,3502.4k $178.9k $178.9k 0.00% Unchanged
75 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,8891.9k $143.8k $143.8k 0.00% Reduced -452 -452
76 FMR LLC 0.00% of their portfolio BOSTON, MA 1,7571.8k $133.7k $133.7k 0.00% Added +172 +172
77 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,2001.2k $91.3k $91.3k 0.00% New
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,1681.2k $88.9k $88.9k 0.00% Unchanged
79 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 1,1481.1k $87.4k $87.4k 0.00% Added +300 +300
80 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 871871 $66.3k $66.3k 0.00% New
81 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 654654 $50.2k $50.2k 0.01% Added +3 +3
82 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 645645 $49.1k $49.1k 0.00% Added +2 +2
83 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 555555 $42.2k $42.2k 0.00% Unchanged
84 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 400400 $30.4k $30.4k 0.00% Unchanged
85 Glenmede Investment Management, LP 0.00% of their portfolio PHILADELPHIA, PA 368368 $28.0k $28.0k 0.00% First filing
86 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 366366 $27.9k $27.9k 0.01% Added +2 +2
87 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 332332 $25.3k $25.3k 0.00% Unchanged
88 North Capital, Inc. 0.02% of their portfolio SALT LAKE CITY, UT 320320 $24.4k $24.4k 0.02% Unchanged
89 TWIN PEAKS WEALTH ADVISORS, LLC 0.01% of their portfolio SAN FRANCISCO, CA 297297 $22.7k $22.7k 0.01% New
90 COMERICA BANK 0.00% of their portfolio DALLAS, TX 270270 $20.6k $20.6k 0.00% Unchanged
91 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 270270 $20.6k $20.6k 0.01% Unchanged
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 243243 $18.5k $18.5k 0.00% Unchanged
93 CARDIFF PARK ADVISORS, LLC 0.00% of their portfolio SAN MARCOS, CA 200200 $15.2k $15.2k 0.00% Unchanged
94 Midwest Capital Advisors, LLC 0.01% of their portfolio Grand Rapids, MI 200200 $15.2k $15.2k 0.01% Unchanged
95 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 150150 $11.4k $11.4k 0.00% Unchanged
96 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 132132 $10.0k $10.0k 0.00% New
97 Comprehensive Financial Planning, Inc./PA 0.01% of their portfolio EAST PETERSBURG, PA 108108 $8.2k $8.2k 0.01% Unchanged
98 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 8585 $6.5k $6.5k 0.00% First filing
99 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 8282 $6.2k $6.2k 0.00% Unchanged
100 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4949 $3.7k $3.7k 0.00% Unchanged