RSPT INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
CUSIP: 46137V282
FIGI: BBG00KJR2TH1
Institutional Holders387
Total Institutional Value$1,729,562,253
Total Shares Held38,772,301
Avg Position$4,469,153
Top 5 Holders %33.2%
Alpha-Weighted Score64.7
New Positions+39
Exited Positions-25
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $187,853,787 (10.9%) | 4,127,747 | -50.0% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $124,996,751 (7.2%) | 2,746,577 | 7.6% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $96,741,535 (5.6%) | 2,125,719 | -6.9% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $89,189,242 (5.2%) | 1,959,772 | - |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $75,400,241 (4.4%) | 1,656,784 | 21.5% |
| UBS Group AG | Moderate Conviction | Market Mover | $67,803,074 (3.9%) | 1,489,850 | -3.8% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $60,391,000 (3.5%) | 1,326,999 | -82.6% |
| DAVIS INVESTMENT PARTNERS, LLC | High Conviction | Minimal Flow | $59,298,348 (3.4%) | 1,296,008 | -3.0% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $58,143,568 (3.4%) | 1,277,600 | -2.6% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $53,517,538 (3.1%) | 1,175,951 | -58.4% |
| TWO SIGMA INVESTMENTS, LP | Moderate Conviction | Significant Flow | $36,690,162 (2.1%) | 806,200 | NEW |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $35,076,193 (2.0%) | 770,592 | -47.2% |
| CAPTRUST FINANCIAL ADVISORS | High Conviction | Significant Flow | $33,062,109 (1.9%) | 726,480 | -4.6% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $31,180,534 (1.8%) | 685,140 | -7.4% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $27,836,556 (1.6%) | 611,658 | - |
| BAKER AVENUE ASSET MANAGEMENT, LP | High Conviction | Moderate Flow | $26,584,742 (1.5%) | 584,152 | 6.8% |
| BOUCHEY FINANCIAL GROUP LTD | High Conviction | Low Flow | $21,737,295 (1.3%) | 477,638 | -3.8% |
| StoneX Group Inc. | High Conviction | Moderate Flow | $20,676,164 (1.2%) | 454,321 | - |
| SUMMIT TRAIL ADVISORS, LLC | High Conviction | Moderate Flow | $19,966,751 (1.2%) | 438,733 | -36.5% |
| PGIM CUSTOM HARVEST LLC | Elite Conviction | Low Flow | $19,495,588 (1.1%) | 428,380 | -7.2% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $18,299,857 (1.1%) | 402,106 | - |
| Prasad Wealth Partners, LLC | High Conviction | Minimal Flow | $14,823,708 (0.9%) | 325,724 | - |
| Compass Wealth Management, LLC/GA | Elite Conviction | Minimal Flow | $14,440,551 (0.8%) | 317,305 | 12.7% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $13,407,000 (0.8%) | 294,594 | 75,241.4% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $13,256,658 (0.8%) | 291,291 | -2.4% |
| MARINER, LLC | High Conviction | Market Mover | $12,586,490 (0.7%) | 276,565 | 13.9% |
| CONDOR CAPITAL MANAGEMENT | High Conviction | Low Flow | $10,463,372 (0.6%) | 229,913 | - |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $10,061,194 (0.6%) | 221,076 | 162.4% |
| FRG FAMILY WEALTH ADVISORS LLC | High Conviction | Low Flow | $9,874,532 (0.6%) | 216,975 | - |
| CHICAGO WEALTH MANAGEMENT, INC. | High Conviction | Minimal Flow | $9,848,314 (0.6%) | 216,430 | NEW |
| Aventus Investment Advisors, Inc. | High Conviction | Minimal Flow | $9,480,962 (0.5%) | 208,327 | -45.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Moderate Conviction | Significant Flow | $9,297,140 (0.5%) | 135,125 | 590.7% |
| FARTHER FINANCE ADVISORS, LLC | High Conviction | Significant Flow | $9,155,976 (0.5%) | 201,186 | 4.1% |
| PATTEN & PATTEN INC/TN | High Conviction | Low Flow | $8,932,248 (0.5%) | 196,270 | 161.5% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | High Conviction | Minimal Flow | $8,877,739 (0.5%) | 195,072 | - |
| U.S. CAPITAL WEALTH ADVISORS, LLC | High Conviction | Moderate Flow | $8,572,841 (0.5%) | 188,373 | - |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $8,563,407 (0.5%) | 188,166 | 12.8% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | High Conviction | Significant Flow | $8,347,672 (0.5%) | 183,425 | -30.4% |
| ROCKPORT WEALTH LLC | High Conviction | Minimal Flow | $8,243,406 (0.5%) | 181,134 | - |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | High Conviction | Minimal Flow | $8,206,781 (0.5%) | 180,329 | 18.2% |
| YODER WEALTH MANAGEMENT, INC. | High Conviction | Minimal Flow | $6,985,193 (0.4%) | 153,487 | - |
| MERCER GLOBAL ADVISORS INC /ADV | High Conviction | Significant Flow | $6,975,189 (0.4%) | 153,267 | 261.5% |
| CASCADE WEALTH ADVISORS, INC | High Conviction | Minimal Flow | $6,776,511 (0.4%) | 139,005 | 5.6% |
| HB WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $6,749,616 (0.4%) | 148,310 | - |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | High Conviction | Minimal Flow | $6,725,366 (0.4%) | 147,777 | -2.5% |
| ISLAY CAPITAL MANAGEMENT, LLC | High Conviction | Minimal Flow | $6,351,740 (0.4%) | 139,568 | 9.6% |
| LIDO ADVISORS, LLC | High Conviction | Significant Flow | $6,249,518 (0.4%) | 140,100 | 3.1% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $6,175,798 (0.4%) | 135,702 | 5.1% |
| YCMNET ADVISORS INC | High Conviction | Low Flow | $6,090,815 (0.4%) | 133,835 | - |
| ADVISORY SERVICES NETWORK, LLC | High Conviction | Significant Flow | $6,089,208 (0.4%) | 133,799 | 9.5% |
| SAGE RHINO CAPITAL LLC | High Conviction | Low Flow | $5,731,823 (0.3%) | 125,946 | -3.0% |
| LEGACY PRIVATE TRUST CO. | High Conviction | Low Flow | $5,638,870 (0.3%) | 123,904 | 2.5% |
| REDHAWK WEALTH ADVISORS, INC. | High Conviction | Low Flow | $5,607,799 (0.3%) | 123,221 | - |
| FIFTH THIRD THE OHIO CO /BD | High Conviction | Low Flow | $5,487,186 (0.3%) | 120,571 | 8.5% |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $5,401,691 (0.3%) | 118,692 | - |
| VISTA INVESTMENT MANAGEMENT | High Conviction | Minimal Flow | $5,386,064 (0.3%) | 118,349 | 10.3% |
| QUANTINNO CAPITAL MANAGEMENT LP | High Conviction | Significant Flow | $5,204,401 (0.3%) | 114,357 | -5.9% |
| CORIENT PRIVATE WEALTH LLC | High Conviction | Market Mover | $4,747,928 (0.3%) | 104,105 | -43.5% |
| DETALUS ADVISORS, LLC | High Conviction | Minimal Flow | $4,497,823 (0.3%) | 98,832 | -8.9% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $3,961,820 (0.2%) | 87,053 | 3.9% |
| PRIVATE ADVISOR GROUP, LLC | High Conviction | Significant Flow | $3,845,529 (0.2%) | 84,499 | - |
| WALKER ASSET MANAGEMENT, LLC | High Conviction | Minimal Flow | $3,775,328 (0.2%) | 82,956 | - |
| CREATIVE PLANNING | High Conviction | Significant Flow | $3,755,160 (0.2%) | 82,513 | -9.3% |
| STEPHENS INC /AR/ | High Conviction | Moderate Flow | $3,608,852 (0.2%) | 79,298 | - |
| HARTFORD FINANCIAL MANAGEMENT INC. | High Conviction | Minimal Flow | $3,561,021 (0.2%) | 78,247 | 2.1% |
| IWAMOTO, KONG & CO., INC. | Elite Conviction | Low Flow | $3,256,359 (0.2%) | 71,553 | 2.1% |
| KENNICOTT CAPITAL MANAGEMENT LLC | High Conviction | Minimal Flow | $3,251,416 (0.2%) | 71,444 | 2.1% |
| BFSG, LLC | High Conviction | Low Flow | $3,173,231 (0.2%) | 69,726 | 6.6% |
| KOSHINSKI ASSET MANAGEMENT, INC. | High Conviction | Low Flow | $3,169,108 (0.2%) | 69,635 | -7.5% |
| EMPIRICAL ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $3,122,441 (0.2%) | 68,610 | -4.4% |
| ALLEN CAPITAL GROUP, LLC | High Conviction | Low Flow | $2,922,243 (0.2%) | 64,211 | - |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $2,898,337 (0.2%) | 63,686 | - |
| BILTMORE FAMILY OFFICE, LLC | High Conviction | Low Flow | $2,884,424 (0.2%) | 63,380 | - |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | High Conviction | Low Flow | $2,819,100 (0.2%) | 61,945 | 2.2% |
| HPM PARTNERS LLC | High Conviction | Market Mover | $2,814,894 (0.2%) | 61,852 | 54.5% |
| BUCKINGHAM STRATEGIC PARTNERS | High Conviction | Moderate Flow | $2,771,152 (0.2%) | 60,891 | -43.8% |
| Portus Wealth Advisors, LLC (CIK 0002097516) | High Conviction | Minimal Flow | $2,761,952 (0.2%) | 60,689 | 3.6% |
| PATTEN GROUP, INC. | High Conviction | Low Flow | $2,744,632 (0.2%) | 60,308 | 22.7% |
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $2,712,994 (0.2%) | 59,613 | 30.2% |
| PRINCOR FINANCIAL SERVICES CORPORATION | High Conviction | Moderate Flow | $2,532,040 (0.1%) | 55,637 | -33.4% |
| FMR LLC | High Conviction | Market Mover | $2,491,387 (0.1%) | 54,744 | 10.0% |
| DHJJ FINANCIAL ADVISORS, LTD. | High Conviction | Low Flow | $2,489,406 (0.1%) | 54,700 | - |
| CARNEGIE INVESTMENT COUNSEL | High Conviction | Moderate Flow | $2,428,195 (0.1%) | 53,355 | 11.7% |
| HHM WEALTH ADVISORS, LLC | High Conviction | Low Flow | $2,227,487 (0.1%) | 48,945 | - |
| SECURE ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $2,039,951 (0.1%) | 44,824 | -16.0% |
| FIRST NATIONAL BANK OF OMAHA | High Conviction | Moderate Flow | $2,038,956 (0.1%) | 44,229 | NEW |
| ACTIVEST WEALTH MANAGEMENT | High Conviction | Low Flow | $1,972,404 (0.1%) | 43,340 | 16.8% |
| MCGUIRE INVESTMENT GROUP, LLC | High Conviction | Low Flow | $1,958,385 (0.1%) | 43,032 | 2.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $1,926,642 (0.1%) | 40,395 | -2.6% |
| FOCUS FINANCIAL NETWORK, INC. | High Conviction | Low Flow | $1,903,246 (0.1%) | 41,820 | -10.6% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $1,860,974 (0.1%) | 40,892 | 28.0% |
| TOWER RESEARCH CAPITAL LLC | High Conviction | Moderate Flow | $1,853,213 (0.1%) | 40,721 | 852.6% |
| TRADITION WEALTH MANAGEMENT, LLC | High Conviction | Low Flow | $1,839,862 (0.1%) | 40,428 | -5.6% |
| FRIEDENTHAL FINANCIAL | High Conviction | Minimal Flow | $1,821,337 (0.1%) | 40,021 | -4.5% |
| DYNAMIC ADVISORS SOLUTIONS LLC | High Conviction | Moderate Flow | $1,819,750 (0.1%) | 39,986 | 3.3% |
| CONCURRENT INVESTMENT ADVISORS, LLC | High Conviction | Significant Flow | $1,778,703 (0.1%) | 39,084 | -47.8% |
| ABBOT FINANCIAL MANAGEMENT, INC. | High Conviction | Minimal Flow | $1,769,907 (0.1%) | 38,891 | 4.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | High Conviction | Significant Flow | $1,712,678 (0.1%) | 37,633 | - |
| AMERICAN FINANCIAL ADVISORS, LLC | High Conviction | Minimal Flow | $1,667,859 (0.1%) | 36,648 | - |
| PROSTATIS GROUP LLC | High Conviction | Minimal Flow | $1,661,669 (0.1%) | 36,512 | - |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 383 | $1.73B | 38,798,252 | $44.61 |
| Q3 25 | 358 | $2.33B | 54,093,478 | $43.04 |
| Q2 25 | 362 | $1.63B | 46,865,309 | $34.76 |
| Q1 25 | 348 | $1.36B | 40,832,109 | $33.21 |
| Q4 24 | 371 | $1.73B | 49,469,510 | $34.98 |
| Q3 24 | 369 | $1.71B | 48,423,681 | $35.34 |
| Q2 24 | 384 | $2.44B | 70,025,503 | $34.89 |
| Q1 24 | 375 | $2.41B | 71,766,459 | $33.54 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.