Vault-13

INVESCO EXCHANGE TRADED FD T RSPF

S&P500 EQL FIN · ETP · CUSIP 46137V340

96 institutional holders -4 vs Q4 2025
1,699,2261.7m shares reported held*
$121.4mreported value*
8 new 32 added 35 reduced 11 sold out net sold ≈ $12.3m (-174.5k 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 ≈ $71.44.

Trends to Q1 2026

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: 100Q1 26: 9696Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202696

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 26 bought or addedQ2 24: 58 cut or sold outQ3 24: 31 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 38 bought or addedQ4 24: 42 cut or sold outQ1 25: 38 bought or addedQ1 25: 46 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 42 cut or sold outQ3 25: 45 bought or addedQ3 25: 44 cut or sold outQ3 25Q4 25: 33 bought or addedQ4 25: 57 cut or sold outQ1 26: 40 bought or addedQ1 26: 46 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242658
Q3 20243148
Q4 20243842
Q1 20253846
Q2 20254642
Q3 20254544
Q4 20253357
Q1 20264046

Biggest buyers

MORGAN STANLEY Added +35,407+35.4k
TWO SIGMA INVESTMENTS, LP New +17,000+17.0k
AMERIPRISE FINANCIAL INC Added +13,275+13.3k
GOLDMAN SACHS GROUP INC Added +12,725+12.7k
RAYMOND JAMES FINANCIAL INC Added +9,331+9.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +8,974+9.0k
Hills Bank & Trust Co Added +8,169+8.2k
BANK OF AMERICA CORP /DE/ Added +6,433+6.4k
CX Institutional Added +5,634+5.6k
HARBOUR INVESTMENTS, INC. Added +3,454+3.5k

Biggest sellers

NewEdge Advisors, LLC Reduced -118,646-118.6k
Cetera Investment Advisers Reduced -56,174-56.2k
LPL Financial LLC Reduced -22,426-22.4k
NATIONAL BANK OF CANADA /FI/ Reduced -19,030-19.0k
UBS Group AG Reduced -14,762-14.8k
SYKON CAPITAL LLC Sold out -11,294-11.3k
WELLS FARGO & COMPANY/MN Reduced -9,231-9.2k
Kestra Advisory Services, LLC Reduced -6,901-6.9k
Corient Private Wealth LP Reduced -6,141-6.1k
FRG Family Wealth Advisors LLC Reduced -5,285-5.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 252,117252.1k $18.0m $18.0m 0.00% Added +6.4k +6,433
2 Joseph Group Capital Management 1.93% of their portfolio COLUMBUS, OH 107,983108.0k $7.7m $7.7m 1.93% Added +2.2k +2,210
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 99,32499.3k $7.1m $7.1m 0.00% Added +35.4k +35,407
4 Joseph P. Lucia & Associates, LLC 2.01% of their portfolio Yorktown Heights, NY 78,82578.8k $5.6m $5.6m 2.01% Reduced -828 -828
5 Davis Investment Partners, LLC 1.67% of their portfolio CHARLOTTE, NC 66,32466.3k $4.7m $4.7m 1.67% Added +75 +75
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 65,92465.9k $4.7m $4.7m 0.00% Reduced -22.4k -22,426
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 62,74862.7k $4.4m $4.4m 0.00% Reduced -1.9k -1,852
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 53,84953.8k $3.8m $3.8m 0.00% Reduced -56.2k -56,174
9 Allen Capital Group, LLC 0.33% of their portfolio GRAND ISLAND, NE 51,08751.1k $3.6m $3.6m 0.33% Reduced -824 -824
10 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 50,10550.1k $3.6m $3.6m 0.03% Reduced -993 -993
11 Yoder Wealth Management, Inc. 1.45% of their portfolio WALNUT CREEK, CA 44,50244.5k $3.2m $3.2m 1.45% Added +1.2k +1,250
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 44,43144.4k $3.2m $3.2m 0.00% Reduced -9.2k -9,231
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,28841.3k $2.9m $2.9m 0.00% Reduced -14.8k -14,762
14 PGIM Custom Harvest LLC 0.04% of their portfolio NEWARK, NJ 39,20839.2k $2.8m $2.8m 0.04% Reduced -490 -490
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,42537.4k $2.7m $2.7m 0.00% Added +12.7k +12,725
16 ARKANSAS FINANCIAL GROUP, INC. 0.37% of their portfolio LITTLE ROCK, AR 36,11136.1k $2.7m $2.7m 0.37% Added +223 +223
17 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 32,03832.0k $2.3m $2.3m 0.01% Reduced -118.6k -118,646
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 30,73530.7k $2.2m $2.2m 0.00% Added +13.3k +13,275
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 26,19426.2k $1.9m $1.9m 0.00% Added +9.3k +9,331
20 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 22,74022.7k $1.6m $1.6m 0.07% Added +381 +381
21 Walker Asset Management, LLC 0.84% of their portfolio SPRINGFIELD, MO 21,76521.8k $1.6m $1.6m 0.84% Added +1.3k +1,344
22 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 20,83820.8k $1.5m $1.5m 0.09% Added +1.8k +1,752
23 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 19,27219.3k $1.4m $1.4m 0.02% Added +3.5k +3,454
24 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,94917.9k $1.3m $1.3m 0.01% Reduced -1.5k -1,471
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,91017.9k $1.3m $1.3m 0.00% Reduced -53 -53
26 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 17,00017.0k $1.2m $1.2m 0.00% New
27 Hills Bank & Trust Co 0.06% of their portfolio North Liberty, IA 16,89816.9k $1.2m $1.2m 0.06% Added +8.2k +8,169
28 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 16,89716.9k $1.2m $1.2m 0.02% Reduced -771 -771
29 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 14,86614.9k $1.1m $1.1m 0.04% Reduced -2.9k -2,949
30 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 14,23214.2k $1.0m $1.0m 0.07% Reduced -4 -4
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,05814.1k $1.0m $1.0m 0.00% Reduced -1.6k -1,615
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,05913.1k $932.2k $932.2k 0.00% Added +9.0k +8,974
33 Pacific Sun Financial Corp 0.44% of their portfolio LOS ANGELES, CA 12,85012.8k $917.4k $917.4k 0.44% Added +680 +680
34 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,47112.5k $861.0k $861.0k 0.00% Added +396 +396
35 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.21% of their portfolio PRINCETON, NJ 11,81411.8k $843.4k $843.4k 0.21% Reduced -452 -452
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,54511.5k $825.3k $825.3k 0.00% Reduced -1.9k -1,860
37 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 11,52611.5k $822.8k $822.8k 0.00% Added +452 +452
38 FRG Family Wealth Advisors LLC 0.13% of their portfolio BELLEVUE, WA 11,37511.4k $812.1k $812.1k 0.13% Reduced -5.3k -5,285
39 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,84610.8k $774.3k $774.3k 0.00% Added +7 +7
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,54310.5k $753.0k $753.0k 0.00% Reduced -4.4k -4,411
41 PERRYMAN FINANCIAL ADVISORY INC /AD 0.11% of their portfolio DALLAS, TX 10,41410.4k $743.5k $743.5k 0.11% Added +144 +144
42 EVOKE WEALTH, LLC 0.01% of their portfolio Los Angeles, CA 10,02910.0k $716.0k $716.0k 0.01% Unchanged
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,9197.9k $565.3k $565.3k 0.00% Reduced -1.3k -1,296
44 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,9167.9k $565.1k $565.1k 0.00% Reduced -6.9k -6,901
45 Friedenthal Financial 0.28% of their portfolio MARLTON, NJ 7,8087.8k $557.4k $557.4k 0.28% Added +95 +95
46 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,6237.6k $544.2k $544.2k 0.01% Added +1.2k +1,218
47 Empirical Asset Management, LLC 0.14% of their portfolio WELLESLEY, MA 7,2027.2k $514.2k $514.2k 0.14% Unchanged
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,0917.1k $472.4k $472.4k 0.00% Reduced -6.1k -6,141
49 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,8096.8k $486.0k $486.0k 0.00% Reduced -2 -2
50 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 6,6806.7k $476.9k $476.9k 0.03% Reduced -9 -9
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,3886.4k $456.1k $456.1k 0.00% Added +62 +62
52 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 5,8985.9k $421.1k $421.1k 0.02% Reduced -76 -76
53 CX Institutional 0.01% of their portfolio AUBURN, IN 5,6585.7k $404.0k $404.0k 0.01% Added +5.6k +5,634
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,2675.3k $376.0k $376.0k 0.00% Reduced -7 -7
55 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 5,0255.0k $358.7k $358.7k 0.02% Unchanged
56 Harbor Asset Planning, Inc. 0.29% of their portfolio BELMONT, MA 4,7594.8k $339.8k $339.8k 0.29% Added +26 +26
57 FMR LLC 0.00% of their portfolio BOSTON, MA 4,7324.7k $337.8k $337.8k 0.00% Added +2.2k +2,196
58 One Charles Private Wealth Services, LLC 0.08% of their portfolio HINGHAM, MA 4,7184.7k $336.8k $336.8k 0.08% Reduced -44 -44
59 Asset One Wealth Management LLC 0.04% of their portfolio BELLEVUE, WA 4,2354.2k $325.5k $325.5k 0.04% Unchanged
60 IMA Advisory Services, Inc. 0.03% of their portfolio DENVER, CO 3,9854.0k $284.5k $284.5k 0.03% Unchanged
61 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 3,7253.7k $265.9k $265.9k 0.01% Reduced -356 -356
62 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 3,3913.4k $242.1k $242.1k 0.00% Reduced -403 -403
63 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,1223.1k $222.9k $222.9k 0.02% Unchanged
64 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,2002.2k $157.1k $157.1k 0.00% Unchanged
65 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,8671.9k $133.3k $133.3k 0.00% New
66 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,8001.8k $128.5k $128.5k 0.01% Reduced -747 -747
67 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,6251.6k $116.0k $116.0k 0.00% Unchanged
68 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,2001.2k $85.7k $85.7k 0.00% Unchanged
69 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,1681.2k $83.4k $83.4k 0.00% Unchanged
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1631.2k $83.0k $83.0k 0.00% Unchanged
71 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,1011.1k $78.6k $78.6k 0.00% Added +331 +331
72 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 798798 $57.0k $57.0k 0.00% Reduced -300 -300
73 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 792792 $56.5k $56.5k 0.00% Reduced -19.0k -19,030
74 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 707707 $50.5k $50.5k 0.00% Added +1 +1
75 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 678678 $48.4k $48.4k 0.00% Reduced -3.5k -3,512
76 Banque Transatlantique SA 0.00% of their portfolio PARIS, I0 572572 $40.8k $40.8k 0.00% New
77 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 500500 $35.7k $35.7k 0.00% New
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 452452 $32.3k $32.3k 0.00% New
79 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 449449 $32.1k $32.1k 0.00% Unchanged
80 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 371371 $26.5k $26.5k 0.00% Reduced -80 -80
81 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 371371 $26.5k $26.5k 0.01% Added +2 +2
82 REICON WEALTH ADVISORS, LLC 0.02% of their portfolio ATLANTA, GA 344344 $24.6k $24.6k 0.02% Added +309 +309
83 TWIN PEAKS WEALTH ADVISORS, LLC 0.01% of their portfolio SAN FRANCISCO, CA 297297 $21.2k $21.2k 0.01% New
84 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 270270 $19.3k $19.3k 0.01% Unchanged
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 243243 $17.3k $17.3k 0.00% Unchanged
86 Measured Wealth Private Client Group, LLC 0.00% of their portfolio PORTSMOUTH, NH 232232 $16.6k $16.6k 0.00% Unchanged
87 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 224224 $16.0k $16.0k 0.00% Unchanged
88 Princeton Global Asset Management LLC 0.00% of their portfolio PRINCETON, NJ 136136 $9.7k $9.7k 0.00% Added +1 +1
89 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 125125 $8.9k $8.9k 0.00% Unchanged
90 Comprehensive Financial Planning, Inc./PA 0.01% of their portfolio EAST PETERSBURG, PA 108108 $7.7k $7.7k 0.01% Unchanged
91 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 8282 $5.9k $5.9k 0.00% Unchanged
92 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 6363 $4.5k $4.5k 0.00% Added +18 +18
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4949 $3.5k $3.5k 0.00% Unchanged
94 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 1515 $1.1k $1.1k 0.00% New
95 City State Bank 0.00% of their portfolio NORWALK, IA 1515 $1.1k $1.1k 0.00% New
96 Scarborough Advisors, LLC 0.00% of their portfolio ANNAPOLIS, MD 1010 $714 $714 0.00% Unchanged