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DaveManuel.com · Institutional Ownership · Who Owns It

INVESCO EXCHANGE TRADED FD T (RSPM)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

74
Reporting holders
$68.4M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BANK OF AMERICA CORP /DE/$11.9M308,4970.00%31q+0.6%+$70.9K
Cetera Investment Advisers$7.6M196,1810.01%10q-0.6%-$42.6K
Friedenthal Financial$5.1M130,8302.33%27q+2.3%+$112.2K
RAYMOND JAMES FINANCIAL INC$4.4M114,2950.00%7q+2.0%+$85.5K
LPL Financial LLC$3.9M100,1760.00%24q+4.5%+$166.0K
Maltin Wealth Management, Inc.$3.8M98,5461.27%17q+26.1%+$789.2K
ROYAL BANK OF CANADA$3.1M79,2660.00%31q-6.5%-$211.8K
MORGAN STANLEY$2.9M75,9510.00%33qHELD
NTV Asset Management LLC$2.9M75,7110.29%3q-3.2%-$97.4K
Courage Miller Partners, LLC$1.9M50,1400.51%2q-2.3%-$46.6K
Pacific Sun Financial Corp$1.9M48,5250.77%25q-3.0%-$58.3K
Merit Financial Group, LLC$1.7M44,0390.01%13q-2.1%-$35.9K
WELLS FARGO & COMPANY/MN$1.3M34,4360.00%31q+16.4%+$187.4K
MEITAV INVESTMENT HOUSE LTD$1.3M32,7150.01%21qHELD
Cambridge Investment Research Advisors, Inc.$988.0K25,5780.00%31q+97.1%+$486.8K
Peak Financial Management, Inc.$950.8K24,6040.22%31qHELD
Farther Finance Advisors, LLC$922.6K23,8770.01%6qHELD
OSAIC HOLDINGS, INC.$892.5K23,0850.00%26q-20.6%-$231.1K
McKinley Carter Wealth Services, Inc.$801.4K20,7390.04%23qHELD
Private Advisor Group, LLC$770.9K19,9510.00%14q-59.6%-$1.1M
UBS Group AG$662.0K17,1310.00%31q+5.7%+$35.5K
HARBOUR INVESTMENTS, INC.$518.7K13,4250.01%21qHELD
Arax Advisory Partners$506.0K13,0960.00%5q+100.0%+$253.0K
Kestra Advisory Services, LLC$499.7K12,9330.00%4q-1.0%-$5.1K
Hartford Financial Management Inc.$444.4K11,5000.10%31qHELD
ENVESTNET ASSET MANAGEMENT INC$427.2K11,0550.00%18q-35.1%-$231.0K
CREATIVE FINANCIAL DESIGNS INC /ADV$412.5K10,6750.02%20q-0.9%-$3.7K
Lido Advisors, LLC$403.3K10,4360.00%15q+18.4%+$62.6K
FLPUTNAM INVESTMENT MANAGEMENT CO$398.0K10,3000.00%25qHELD
Walker Asset Management, LLC$371.0K9,6010.19%18q+4.3%+$15.3K
JONES FINANCIAL COMPANIES LLLP$349.2K8,8980.00%10q+32.0%+$84.7K
Asset Management Group, Inc.$323.4K8,3700.05%17q+0.5%+$1.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$312.9K8,0980.00%2q-73.6%-$873.4K
Capital Square, LLC$303.8K7,8780.13%2q+8.0%+$22.5K
JPMORGAN CHASE & CO$303.1K7,8660.00%15qHELD
Summit Financial, LLC$298.2K7,7180.00%4qHELD
First Heartland Consultants, Inc.$292.7K7,5760.02%13q-5.5%-$17.0K
Clearstead Advisors, LLC$273.9K7,0880.00%newNEW
Envestnet Portfolio Solutions, Inc.$266.8K6,9050.00%newNEW
Ameritas Advisory Services, LLC$237.8K6,1540.00%newNEW
Yoder Wealth Management, Inc.$234.5K6,0690.09%14q-25.6%-$80.9K
Planning Strategies Inc.$232.8K6,0240.15%newFIRST
HRT FINANCIAL LP$208.0K5,3840.00%newNEW
Tower Research Capital LLC (TRC)$172.8K4,4730.00%2q-40.8%-$119.0K
Allworth Financial LP$169.8K4,3950.00%20q+8.4%+$13.1K
Key Financial Inc$116.3K3,0100.02%13qHELD
FMR LLC$76.5K1,9800.00%21qHELD
Aptus Capital Advisors, LLC$61.2K1,5850.00%10q+0.7%
BLAIR WILLIAM & CO/IL$58.3K1,5100.00%21qHELD
BEACON INVESTMENT ADVISORY SERVICES, INC.$54.9K1,4210.00%2qHELD
Rockefeller Capital Management L.P.$45.3K1,1720.00%4q-19.3%-$10.8K
OAKWORTH CAPITAL, INC.$39.4K1,0200.00%13qHELD
Buck Wealth Strategies, LLC$38.6K1,0000.00%newNEW
Steward Partners Investment Advisory, LLC$37.7K9750.00%22qHELD
Continuum Advisory, LLC$33.0K8550.00%newNEW
Allied Private Wealth LLC$32.6K8580.02%newFIRST
Strategic Wealth Partners, Ltd.$30.2K7830.00%5qHELD
AE Wealth Management LLC$24.0K6200.00%7qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19.3K5000.00%18qHELD
Geneos Wealth Management Inc.$18.4K4760.00%32q+33.7%+$4.6K
PIN OAK INVESTMENT ADVISORS INC$14.0K3500.01%19qHELD
Parallel Advisors, LLC$12.1K3140.00%2qHELD
MARK SHEPTOFF FINANCIAL PLANNING, LLC$10.2K2650.01%9qHELD
CX Institutional$10.0K2600.00%6q-96.4%-$270.0K
US BANCORP \DE\$7.7K2000.00%31qHELD
HANTZ FINANCIAL SERVICES, INC.$6.0K1500.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$5.4K1400.00%3q-27.5%-$2.1K
Qube Research & Technologies Ltd$2.4K630.00%15q-28.4%
Comprehensive Financial Planning, Inc./PA$2.1K550.00%7qHELD
HOLLENCREST CAPITAL MANAGEMENT$1.9K480.00%2qHELD
GHP Investment Advisors, Inc.$1.4K350.00%18qHELD
AlphaCore Capital LLC$889230.00%6qHELD
Financial Gravity Companies, Inc.$734190.00%5qHELD
Measured Wealth Private Client Group, LLC$386100.00%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202621$19.6M527,0281650.0%
Q2 202674$68.4M1,769,887717190.0%
Q1 202670$70.2M1,816,166922110.0%
Q4 202570$55.5M1,628,391911240.0%
Q3 202570$50.7M1,550,887717180.0%
Q2 202573$55.0M1,694,391811290.0%
Q1 202573$58.1M1,830,667617220.0%
Q4 202479$111.5M3,415,020718250.0%
Q3 202485$135.0M3,615,307714320.0%
Q2 202485$131.7M3,803,972718330.0%
Q1 202490$147.5M4,066,2921417380.0%
Q4 202386$143.7M4,273,3211016320.0%
Q3 202385$135.7M4,353,149821330.0%
Q2 202393$169.7M961,7771316380.0%
Q1 202398$173.0M1,062,7591124330.0%
Q4 2022101$187.1M1,179,2381824360.0%
Q3 202288$1.9B13,119,866723320.0%
Q2 2022110$2.2B14,114,4002429370.0%
Q1 2022102$2.3B12,659,0282936200.0%
Q4 202189$1.1B6,278,5691124310.0%
Q3 202180$1.1B6,896,986628200.0%
Q2 202178$848.5M5,158,9132324170.0%
Q1 202156$675.8M4,333,5731517110.0%
Q4 202053$931.9M6,684,799171390.0%
Q3 202042$262.9M2,249,12379130.0%
Q2 202043$205.9M2,018,21168160.0%
Q1 202041$160.9M1,961,08759140.0%
Q4 201949$216.6M1,866,7831012150.0%
Q3 201943$202.9M1,862,385512170.0%
Q2 201944$244.6M2,228,6251011140.0%
Q1 201939$527.1M4,998,253611140.0%
Q4 201841$165.3M1,747,8711120.0%