Vault-13

INVESCO EXCHANGE TRADED FD T RSPF

S&P500 EQL FIN · ETP · CUSIP 46137V340

100 institutional holders -3 vs Q3 2025
1,873,9881.9m shares reported held*
$147.1mreported value*
12 new 21 added 39 reduced 18 sold out net sold ≈ $24.5m (-312.3k 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 ≈ $78.49.

Trends to Q4 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: 104Q3 25: 103Q4 25: 100100Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025103
Q4 2025100

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 45 bought or addedQ3 25: 44 cut or sold outQ4 25: 33 bought or addedQ4 25: 57 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243252
Q2 20242658
Q3 20243148
Q4 20243842
Q1 20253846
Q2 20254642
Q3 20254544
Q4 20253357

Biggest buyers

AMERIPRISE FINANCIAL INC Added +13,715+13.7k
SYKON CAPITAL LLC New +11,294+11.3k
EVOKE WEALTH, LLC New +10,029+10.0k
Hills Bank & Trust Co New +8,729+8.7k
Corient Private Wealth LP Added +6,616+6.6k
WELLS FARGO & COMPANY/MN Added +6,602+6.6k
BIP Wealth, LLC New +5,974+6.0k
GOLDMAN SACHS GROUP INC Added +2,399+2.4k
MORGAN STANLEY Added +1,838+1.8k
Kestra Advisory Services, LLC Added +1,699+1.7k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -93,919-93.9k
JPMORGAN CHASE & CO Reduced -65,676-65.7k
UBS Group AG Reduced -46,072-46.1k
BANK OF AMERICA CORP /DE/ Reduced -34,569-34.6k
Live Oak Investment Partners Sold out -23,173-23.2k
Sandbox Financial Partners, LLC Sold out -21,613-21.6k
Thrivent Financial for Lutherans Sold out -16,135-16.1k
OSAIC HOLDINGS, INC. Reduced -10,794-10.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,476-8.5k
CITADEL ADVISORS LLC Sold out -7,522-7.5k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 245,684245.7k $19.3m $19.3m 0.00% Reduced -34.6k -34,569
2 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 150,684150.7k $11.8m $11.8m 0.04% Reduced -2.6k -2,635
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 110,023110.0k $8.6m $8.6m 0.01% Reduced -3.7k -3,723
4 Joseph Group Capital Management 2.18% of their portfolio COLUMBUS, OH 105,773105.8k $8.3m $8.3m 2.18% Added +1.7k +1,685
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 88,35088.3k $6.9m $6.9m 0.00% Reduced -2.1k -2,058
6 Joseph P. Lucia & Associates, LLC 2.25% of their portfolio Yorktown Heights, NY 79,65379.7k $6.3m $6.3m 2.25% Reduced -573 -573
7 Davis Investment Partners, LLC 1.82% of their portfolio CHARLOTTE, NC 66,24966.2k $5.2m $5.2m 1.82% Reduced -6.3k -6,316
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 64,60064.6k $5.1m $5.1m 0.00% Reduced -65.7k -65,676
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 63,91763.9k $5.0m $5.0m 0.00% Added +1.8k +1,838
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 56,05056.0k $4.4m $4.4m 0.00% Reduced -46.1k -46,072
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 53,66253.7k $4.2m $4.2m 0.00% Added +6.6k +6,602
12 Allen Capital Group, LLC 0.37% of their portfolio GRAND ISLAND, NE 51,91151.9k $4.1m $4.1m 0.37% Reduced -598 -598
13 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 51,09851.1k $4.0m $4.0m 0.04% Reduced -753 -753
14 Yoder Wealth Management, Inc. 1.55% of their portfolio WALNUT CREEK, CA 43,25243.3k $3.4m $3.4m 1.55% Reduced -506 -506
15 PGIM Custom Harvest LLC 0.05% of their portfolio NEWARK, NJ 39,69839.7k $3.1m $3.1m 0.05% Reduced -424 -424
16 ARKANSAS FINANCIAL GROUP, INC. 0.41% of their portfolio LITTLE ROCK, AR 35,88835.9k $2.8m $2.8m 0.41% Reduced -5 -5
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 24,70024.7k $1.9m $1.9m 0.00% Added +2.4k +2,399
18 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 22,35922.4k $1.8m $1.8m 0.08% Added +55 +55
19 Walker Asset Management, LLC 0.86% of their portfolio SPRINGFIELD, MO 20,42120.4k $1.6m $1.6m 0.86% Added +21 +21
20 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 19,82219.8k $1.6m $1.6m 0.00% Added +123 +123
21 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,42019.4k $1.5m $1.5m 0.01% Reduced -3.6k -3,604
22 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 19,08619.1k $1.5m $1.5m 0.10% Added +1 +1
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,96318.0k $1.4m $1.4m 0.00% Reduced -2.0k -2,034
24 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 17,81517.8k $1.4m $1.4m 0.05% Reduced -1.1k -1,093
25 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 17,66817.7k $1.4m $1.4m 0.03% Reduced -395 -395
26 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,46017.5k $1.4m $1.4m 0.00% Added +13.7k +13,715
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,86316.9k $1.3m $1.3m 0.00% Reduced -1.4k -1,406
28 FRG Family Wealth Advisors LLC 0.20% of their portfolio BELLEVUE, WA 16,66016.7k $1.3m $1.3m 0.20% Reduced -685 -685
29 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 15,81815.8k $1.2m $1.2m 0.03% Reduced -485 -485
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,67315.7k $1.2m $1.2m 0.00% Reduced -1.9k -1,883
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 14,95415.0k $1.2m $1.2m 0.00% Reduced -2.2k -2,199
32 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,81714.8k $1.2m $1.2m 0.00% Added +1.7k +1,699
33 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 14,23614.2k $1.1m $1.1m 0.08% Reduced -219 -219
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,40513.4k $1.1m $1.1m 0.00% Reduced -10.8k -10,794
35 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,23213.2k $1.0m $1.0m 0.00% Added +6.6k +6,616
36 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.23% of their portfolio PRINCETON, NJ 12,26612.3k $963.0k $963.0k 0.23% Reduced -246 -246
37 Pacific Sun Financial Corp 0.46% of their portfolio LOS ANGELES, CA 12,17012.2k $955.3k $955.3k 0.46% Added +40 +40
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,07512.1k $947.8k $947.8k 0.00% Added +218 +218
39 SYKON CAPITAL LLC 0.28% of their portfolio HARRISON, NY 11,29411.3k $886.5k $886.5k 0.28% New
40 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 11,07411.1k $861.3k $861.3k 0.00% Unchanged
41 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,83910.8k $850.8k $850.8k 0.00% Reduced -126 -126
42 PERRYMAN FINANCIAL ADVISORY INC /AD 0.12% of their portfolio DALLAS, TX 10,27010.3k $806.1k $806.1k 0.12% First filing
43 EVOKE WEALTH, LLC 0.02% of their portfolio Los Angeles, CA 10,02910.0k $787.2k $787.2k 0.02% New
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,2159.2k $723.3k $723.3k 0.00% Reduced -418 -418
45 Hills Bank & Trust Co 0.04% of their portfolio North Liberty, IA 8,7298.7k $685.2k $685.2k 0.04% New
46 Friedenthal Financial 0.31% of their portfolio MARLTON, NJ 7,7137.7k $605.4k $605.4k 0.31% Reduced -403 -403
47 Empirical Asset Management, LLC 0.16% of their portfolio WELLESLEY, MA 7,2027.2k $565.3k $565.3k 0.16% Reduced -100 -100
48 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,8116.8k $535.0k $535.0k 0.00% Added +402 +402
49 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 6,6896.7k $525.1k $525.1k 0.03% Unchanged
50 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,4056.4k $502.8k $502.8k 0.01% Reduced -223 -223
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,3266.3k $496.6k $496.6k 0.00% Added +131 +131
52 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 5,9746.0k $468.9k $468.9k 0.02% New
53 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,2745.3k $414.0k $414.0k 0.00% Added +715 +715
54 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 5,0255.0k $394.4k $394.4k 0.02% Unchanged
55 One Charles Private Wealth Services, LLC 0.10% of their portfolio HINGHAM, MA 4,7624.8k $373.8k $373.8k 0.10% Unchanged
56 Harbor Asset Planning, Inc. 0.32% of their portfolio BELMONT, MA 4,7334.7k $371.6k $371.6k 0.32% Reduced -463 -463
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,2934.3k $337.0k $337.0k 0.00% Reduced -8.5k -8,476
58 Asset One Wealth Management LLC 0.05% of their portfolio BELLEVUE, WA 4,2354.2k $331.5k $331.5k 0.05% First filing
59 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 4,1904.2k $328.9k $328.9k 0.00% Reduced -1.1k -1,055
60 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,0854.1k $320.6k $320.6k 0.00% Reduced -503 -503
61 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 4,0814.1k $320.3k $320.3k 0.01% Reduced -1.3k -1,327
62 IMA Advisory Services, Inc. 0.03% of their portfolio DENVER, CO 3,9854.0k $312.8k $312.8k 0.03% Unchanged
63 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 3,7943.8k $297.8k $297.8k 0.01% Reduced -476 -476
64 MCDONALD PARTNERS LLC 0.09% of their portfolio CLEVELAND, OH 3,5753.6k $280.6k $280.6k 0.09% Unchanged
65 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 3,2643.3k $256.2k $256.2k 0.00% Added +6 +6
66 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,1223.1k $245.1k $245.1k 0.02% Unchanged
67 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 2,7182.7k $213.3k $213.3k 0.01% Unchanged
68 HHM Wealth Advisors, LLC 0.02% of their portfolio CHATTANOOGA, TN 2,5472.5k $199.9k $199.9k 0.02% Unchanged
69 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5362.5k $199.0k $199.0k 0.00% Added +760 +760
70 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,2002.2k $172.7k $172.7k 0.00% Reduced -150 -150
71 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,6251.6k $127.6k $127.6k 0.00% New
72 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,2001.2k $94.2k $94.2k 0.00% Unchanged
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,1681.2k $91.7k $91.7k 0.00% Unchanged
74 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1631.2k $91.3k $91.3k 0.00% New
75 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 1,0981.1k $86.2k $86.2k 0.00% Unchanged
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 770770 $60.5k $60.5k 0.00% Added +122 +122
77 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 706706 $55.4k $55.4k 0.00% Unchanged
78 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 451451 $35.4k $35.4k 0.00% New
79 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 449449 $35.2k $35.2k 0.00% New
80 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 369369 $28.9k $28.9k 0.01% Added +2 +2
81 COMERICA BANK 0.00% of their portfolio DALLAS, TX 270270 $21.2k $21.2k 0.00% Unchanged
82 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 270270 $21.2k $21.2k 0.01% Unchanged
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 243243 $19.1k $19.1k 0.00% Unchanged
84 Measured Wealth Private Client Group, LLC 0.00% of their portfolio PORTSMOUTH, NH 232232 $18.2k $18.2k 0.00% Reduced -17 -17
85 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 224224 $17.6k $17.6k 0.00% Unchanged
86 FLAGSHIP HARBOR ADVISORS, LLC 0.00% of their portfolio BOSTON, MA 168168 $13.2k $13.2k 0.00% New
87 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 151151 $12.1k $12.1k 0.00% New
88 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 150150 $11.8k $11.8k 0.00% Unchanged
89 Princeton Global Asset Management LLC 0.00% of their portfolio PRINCETON, NJ 135135 $10.6k $10.6k 0.00% Added +1 +1
90 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 125125 $9.8k $9.8k 0.00% Unchanged
91 DecisionPoint Financial, LLC 0.00% of their portfolio MESA, AZ 119119 $9.3k $9.3k 0.00% New
92 Comprehensive Financial Planning, Inc./PA 0.01% of their portfolio EAST PETERSBURG, PA 108108 $8.5k $8.5k 0.01% Unchanged
93 CWM, LLC 0.00% of their portfolio OMAHA, NE 100100 $8.0k $8.0k 0.00% New
94 IFC & Insurance Marketing, Inc. 0.01% of their portfolio AUBURN, CA 8585 $7.0k $7.0k 0.01% First filing
95 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 8282 $6.4k $6.4k 0.00% Unchanged
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4949 $3.8k $3.8k 0.00% Unchanged
97 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4545 $3.5k $3.5k 0.00% Unchanged
98 REICON WEALTH ADVISORS, LLC 0.00% of their portfolio ATLANTA, GA 3535 $2.7k $2.7k 0.00% First filing
99 CX Institutional 0.00% of their portfolio AUBURN, IN 2424 $2.0k $2.0k 0.00% Reduced -243 -243
100 Scarborough Advisors, LLC 0.00% of their portfolio ANNAPOLIS, MD 1010 $785 $785 0.00% Unchanged