Vault-13

INVESCO EXCHANGE TRADED FD T RSPD

S&P500 EQL DIS · ETP · CUSIP 46137V381

84 institutional holders +2 vs Q1 2025
2,489,4722.5m shares reported held*
$132.2mreported value*
8 new 16 added 41 reduced 8 sold out net sold ≈ $11.4m (-208.4k 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 ≈ $53.12.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 67Q4 22: 81Q1 23: 89Q2 23: 92Q3 23: 103Q4 23: 109Q1 24: 93Q2 24: 101Q3 24: 80Q4 24: 97Q1 25: 82Q2 25: 8484Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202267
Q4 202281
Q1 202389
Q2 202392
Q3 2023103
Q4 2023109
Q1 202493
Q2 2024101
Q3 202480
Q4 202497
Q1 202582
Q2 202584

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 55 bought or addedQ3 23: 52 cut or sold outQ4 23: 50 bought or addedQ4 23: 55 cut or sold outQ4 23Q1 24: 41 bought or addedQ1 24: 58 cut or sold outQ2 24: 32 bought or addedQ2 24: 56 cut or sold outQ2 24Q3 24: 33 bought or addedQ3 24: 58 cut or sold outQ4 24: 51 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 55 cut or sold outQ2 25: 24 bought or addedQ2 25: 49 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235552
Q4 20235055
Q1 20244158
Q2 20243256
Q3 20243358
Q4 20245133
Q1 20252555
Q2 20252449

Biggest buyers

ROYAL BANK OF CANADA Added +178,811+178.8k
Harel Insurance Investments & Financial Services Ltd. Added +138,532+138.5k
PARK AVENUE SECURITIES LLC New +68,498+68.5k
RAYMOND JAMES FINANCIAL INC Added +12,219+12.2k
REDMONT WEALTH ADVISORS LLC New +10,000+10.0k
BNP PARIBAS FINANCIAL MARKETS New +10,000+10.0k
SCOTIA CAPITAL INC. Added +9,074+9.1k
Quantinno Capital Management LP New +6,733+6.7k
BANK OF AMERICA CORP /DE/ Added +5,655+5.7k
Waverly Advisors, LLC New +3,922+3.9k

Biggest sellers

CoreCap Advisors, LLC Reduced -298,403-298.4k
NewEdge Advisors, LLC Reduced -81,855-81.9k
Winthrop Capital Management, LLC Reduced -49,338-49.3k
Sanctuary Advisors, LLC Reduced -48,473-48.5k
STRATEGY ASSET MANAGERS LLC Sold out -22,373-22.4k
WELLS FARGO & COMPANY/MN Reduced -20,843-20.8k
AMERIPRISE FINANCIAL INC Reduced -16,286-16.3k
LPL Financial LLC Reduced -15,622-15.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,372-12.4k
GOLDMAN SACHS GROUP INC Reduced -11,588-11.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harel Insurance Investments & Financial Services Ltd. 0.39% of their portfolio Ramat Gan, L3 645,873645.9k $34.4m $34.4m 0.39% Added +138.5k +138,532
2 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 201,334201.3k $10.7m $10.7m 0.00% Added +178.8k +178,811
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 142,153142.2k $7.6m $7.6m 0.00% Added +12.2k +12,219
4 Strategic Wealth Partners, Ltd. 0.56% of their portfolio INDEPENDENCE, OH 134,724134.7k $7.2m $7.2m 0.56% First filing
5 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 129,828129.8k $6.9m $6.9m 0.01% Reduced -2.1k -2,111
6 Legend Financial Advisors, Inc. 4.54% of their portfolio PITTSBURGH, PA 128,526128.5k $6.8m $6.8m 4.54% Added +483 +483
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 109,305109.3k $5.8m $5.8m 0.00% Reduced -15.6k -15,622
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 96,47296.5k $5.1m $5.1m 0.00% Reduced -20.8k -20,843
9 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 68,49868.5k $3.6m $3.6m 0.03% New
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 57,95658.0k $3.1m $3.1m 0.00% Added +5.7k +5,655
11 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 56,19556.2k $3.0m $3.0m 0.06% Reduced -375 -375
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 52,16552.2k $2.8m $2.8m 0.00% Reduced -24 -24
13 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 51,55251.6k $2.7m $2.7m 0.01% Added +9.1k +9,074
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 40,51440.5k $2.2m $2.2m 0.00% Reduced -521 -521
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,91437.9k $2.0m $2.0m 0.00% Reduced -11.6k -11,588
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 36,62636.6k $1.9m $1.9m 0.00% Reduced -11.5k -11,529
17 Yoder Wealth Management, Inc. 0.90% of their portfolio WALNUT CREEK, CA 32,45132.5k $1.7m $1.7m 0.90% Added +2.3k +2,347
18 VISTA INVESTMENT MANAGEMENT 0.63% of their portfolio PITTSBURGH, PA 31,69831.7k $1.7m $1.7m 0.63% Reduced -81 -81
19 Legacy Private Trust Co. 0.11% of their portfolio NEENAH, WI 31,47631.5k $1.7m $1.7m 0.11% Reduced -3.8k -3,834
20 Carnegie Investment Counsel 0.03% of their portfolio PEPPER PIKE, OH 29,35229.4k $1.6m $1.6m 0.03% Reduced -1.3k -1,343
21 Davis Investment Partners, LLC 0.55% of their portfolio CHARLOTTE, NC 28,04928.0k $1.5m $1.5m 0.55% Reduced -4.3k -4,288
22 Friedenthal Financial 0.77% of their portfolio MARLTON, NJ 26,30626.3k $1.4m $1.4m 0.77% Added +681 +681
23 Joseph P. Lucia & Associates, LLC 0.52% of their portfolio Yorktown Heights, NY 24,04824.0k $1.3m $1.3m 0.52% Reduced -315 -315
24 LEUTHOLD GROUP, LLC 0.15% of their portfolio MINNEAPOLIS, MN 23,80523.8k $1.3m $1.3m 0.15% Added +619 +619
25 PINNACLE ASSOCIATES LTD 0.02% of their portfolio NEW YORK, NY 23,71523.7k $1.3m $1.3m 0.02% Reduced -300 -300
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,13221.1k $1.1m $1.1m 0.00% Reduced -10.4k -10,353
27 Walker Asset Management, LLC 0.62% of their portfolio SPRINGFIELD, MO 20,08320.1k $1.1m $1.1m 0.62% Reduced -768 -768
28 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,77215.8k $839.2k $839.2k 0.00% Reduced -5.2k -5,151
29 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,82412.8k $682.4k $682.4k 0.00% Reduced -48.5k -48,473
30 BRIAN LOW FINANCIAL GROUP, LLC 0.62% of their portfolio BATON ROUGE, LA 12,53312.5k $666.9k $666.9k 0.62% First filing
31 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 10,93110.9k $601.1k $601.1k 0.01% Unchanged
32 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 10,30210.3k $548.2k $548.2k 0.00% Reduced -569 -569
33 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 10,00010.0k $532.1k $532.1k 0.00% New
34 REDMONT WEALTH ADVISORS LLC 0.34% of their portfolio CHICAGO, IL 10,00010.0k $228.8k $228.8k 0.34% New
35 PGIM Custom Harvest LLC 0.01% of their portfolio NEWARK, NJ 9,5219.5k $506.6k $506.6k 0.01% Reduced -888 -888
36 Madison Park Capital Advisors, LLC 0.41% of their portfolio SEATTLE, WA 9,2679.3k $493.1k $493.1k 0.41% Reduced -9.7k -9,702
37 Freedom Investment Management, Inc. 0.04% of their portfolio SOUTH WINDSOR, CT 8,5998.6k $457.6k $457.6k 0.04% Reduced -204 -204
38 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 6,7336.7k $358.3k $358.3k 0.00% New
39 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,6896.7k $355.9k $355.9k 0.01% Reduced -298.4k -298,403
40 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,4876.5k $344.8k $344.8k 0.01% Added +4 +4
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,3506.3k $337.9k $337.9k 0.00% Reduced -10.5k -10,518
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,0066.0k $319.6k $319.6k 0.00% Reduced -81.9k -81,855
43 Winthrop Capital Management, LLC 0.08% of their portfolio Carmel, IN 5,6945.7k $303.0k $303.0k 0.08% Reduced -49.3k -49,338
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,6025.6k $298.1k $298.1k 0.00% Reduced -16.3k -16,286
45 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,1445.1k $273.7k $273.7k 0.00% Added +1 +1
46 Empirical Asset Management, LLC 0.08% of their portfolio WELLESLEY, MA 5,1165.1k $272.2k $272.2k 0.08% Reduced -294 -294
47 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,8894.9k $260.0k $260.0k 0.00% Reduced -265 -265
48 JAMES INVESTMENT RESEARCH, INC. 0.03% of their portfolio ALPHA, OH 4,4544.5k $237.0k $237.0k 0.03% Reduced -231 -231
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,3564.4k $231.8k $231.8k 0.00% Reduced -335 -335
50 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,9223.9k $208.7k $208.7k 0.00% New
51 Tradewinds Capital Management, LLC 0.04% of their portfolio BELLINGHAM, WA 3,3063.3k $175.9k $175.9k 0.04% Added +13 +13
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,1943.2k $170.1k $170.1k 0.00% Reduced -7 -7
53 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,0723.1k $163.5k $163.5k 0.02% Reduced -1.1k -1,083
54 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,9152.9k $154.9k $154.9k 0.00% Added +845 +845
55 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,6742.7k $142.3k $142.3k 0.00% First filing
56 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,9001.9k $101.1k $101.1k 0.00% Reduced -3.6k -3,584
57 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,8951.9k $100.8k $100.8k 0.00% Unchanged
58 Glenmede Investment Management, LP 0.00% of their portfolio PHILADELPHIA, PA 1,3501.4k $71.8k $71.8k 0.00% First filing
59 COMERICA BANK 0.00% of their portfolio DALLAS, TX 891891 $47.4k $47.4k 0.00% Unchanged
60 Richard Bernstein Advisors LLC 0.00% of their portfolio NEW YORK, NY 826826 $44.0k $44.0k 0.00% Reduced -856 -856
61 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 602602 $32.1k $32.1k 0.00% Added +2 +2
62 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 540540 $28.7k $28.7k 0.00% Unchanged
63 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 507507 $27.0k $27.0k 0.00% Reduced -89 -89
64 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 339339 $18.0k $18.0k 0.00% Reduced -490 -490
65 FMR LLC 0.00% of their portfolio BOSTON, MA 271271 $14.4k $14.4k 0.00% Reduced -1 -1
66 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 270270 $14.4k $14.4k 0.00% Unchanged
67 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 245245 $24.0k $24.0k 0.00% Unchanged
68 TCTC Holdings, LLC 0.00% of their portfolio DALLAS, TX 231231 $12.3k $12.3k 0.00% Unchanged
69 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 225225 $12.0k $12.0k 0.00% Unchanged
70 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 214214 $11.0k $11.0k 0.00% Added +213 +213
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 166166 $8.8k $8.8k 0.00% Added +1 +1
72 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 141141 $7.5k $7.5k 0.00% Unchanged
73 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 123123 $6.5k $6.5k 0.00% First filing
74 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 111111 $5.9k $5.9k 0.00% New
75 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 109109 $5.8k $5.8k 0.00% Reduced -54 -54
76 Fourth Dimension Wealth, LLC 0.00% of their portfolio MIDDLEBURG HEIGHTS, OH 105105 $5.6k $5.6k 0.00% Unchanged
77 CX Institutional 0.00% of their portfolio AUBURN, IN 100100 $5.0k $5.0k 0.00% Reduced -4 -4
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9292 $4.9k $4.9k 0.00% Unchanged
79 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 9090 $4.8k $4.8k 0.00% Unchanged
80 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 8686 $4.6k $4.6k 0.00% New
81 TRUST CO OF TOLEDO NA /OH/ 0.00% of their portfolio HOLLAND, OH 1717 $905 $905 0.00% New
82 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1010 $532 $532 0.00% Unchanged
83 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
84 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 00 $25 $25 0.00% Reduced -72 -72