SEC 13F Intelligence

RSPGINVESCO EXCHANGE TRADED FD T

CUSIP 46137V365 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exchange Traded Fd T (RSPG) has 161 institutional holders in Filings Flow’s 13F database, together reporting 3.66M shares worth $387M as of Q1 2026. The largest reported holders are Ubs Group AG, Bank Of America Corp /De/, and Matauro, LLC.

Institutional Holders
161
Q1 2026
Reported Value
$387M
Ticker
RSPG
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 54Q4 ’18Q1 ’19: 54Q2 ’19: 47Q2 ’19Q3 ’19: 42Q2 ’21: 55Q2 ’21Q4 ’21: 75Q4 ’22: 117Q4 ’22Q4 ’25: 131Q1 ’26: 161Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $66MQ4 ’18Q1 ’19: $96MQ2 ’19: $70MQ2 ’19Q3 ’19: $43MQ2 ’21: $84MQ2 ’21Q4 ’21: $156MQ4 ’22: $207MQ4 ’22Q4 ’25: $267MQ1 ’26: $387MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MATAURO, LLC$692M AUM4.62%$32M292.2KQ1 2026
Guild Investment Management, Inc.$140M AUM4.57%$6M58.4KQ1 2026
Arkfeld Wealth Strategies, L.L.C.$316M AUM3.20%$10M100.8KQ1 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM2.45%$7M62.3KQ1 2026
Fortis Advisors, LLC$200M AUM1.52%$3M35.2KQ4 2025OLDER
Financial Guidance Group, Inc.$249M AUM1.38%$3M31.3KQ1 2026
WIN ADVISORS, INC$219M AUM1.31%$3M36.4KQ2 2025OLDER
Davis Investment Partners, LLC$283M AUM1.16%$3M30.0KQ1 2026
TABLEAUX LLC$206M AUM1.10%$2M20.7KQ1 2026
Joseph P. Lucia & Associates, LLC$280M AUM1.02%$3M26.1KQ1 2026
SHAKER INVESTMENTS LLC/OH$220M AUM0.91%$2M18.2KQ1 2026
Ballast, Inc.$432M AUM0.84%$2M27.6KQ2 2025OLDER
OARSMAN CAPITAL, INC.$806M AUM0.76%$6M56.0KQ1 2026
Northwest Wealth Advisors, LLC$140M AUM0.72%$1M9.3KQ1 2026
Mason & Associates Inc$516M AUM0.69%$3M40.4KQ2 2025OLDER
Courage Miller Partners, LLC$354M AUM0.65%$2M21.1KQ1 2026
Claris Financial LLC$183M AUM0.61%$812,94910.9KQ2 2025OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.60%$7M66.8KQ1 2026
SYKON CAPITAL LLC$300M AUM0.56%$2M15.3KQ1 2026
Somerset Trust Co$354M AUM0.46%$2M13.8KQ1 2026
Friedenthal Financial$217M AUM0.39%$776,3627.1KQ1 2026
Walker Asset Management, LLC$185M AUM0.39%$718,9996.6KQ1 2026
Longview Financial Advisors, Inc.$171M AUM0.39%$633,6595.8KQ1 2026
StoneCrest Wealth Management, Inc.$313M AUM0.33%$784,4627.2KQ1 2026
Fulcrum Equity Management$136M AUM0.29%$305,2022.8KQ1 2026
Sylvest Advisors, LLC$188M AUM0.29%$549,4556.9KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.29%$2M16.4KQ1 2026
Ocean Park Asset Management, LLC$1.7B AUM0.26%$5M41.1KQ1 2026
Finivi Inc.$195M AUM0.26%$470,6124.3KQ1 2026
EQ WEALTH ADVISORS, LLC$171M AUM0.23%$396,8603.6KQ1 2026
Capital Wealth Alliance, LLC$221M AUM0.22%$493,4914.5KQ1 2026
Ferguson Shapiro LLC$342M AUM0.20%$671,0516.1KQ1 2026
REICON WEALTH ADVISORS, LLC$132M AUM0.20%$266,7782.4KQ1 2026
VISTA INVESTMENT MANAGEMENT$301M AUM0.19%$576,9075.3KQ1 2026
Prosperitas Financial LLC$268M AUM0.19%$506,0804.6KQ1 2026
Synergy Asset Management, LLC$942M AUM0.17%$2M14.4KQ1 2026
Ethos Financial Group, LLC$1.4B AUM0.15%$2M19.1KQ1 2026
HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM0.15%$281,4472.6KQ1 2026
Yoder Wealth Management, Inc.$219M AUM0.14%$315,0552.9KQ1 2026
Novak & Powell Financial Services, Inc.$186M AUM0.12%$222,7912.0KQ1 2026
Centurion Wealth Management LLC$418M AUM0.11%$503,5624.6KQ1 2026
Wakefield Asset Management LLLP$377M AUM0.11%$416,8675.2KQ4 2025OLDER
Worth Asset Management, LLC$313M AUM0.11%$223,4403.0KQ2 2025OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.11%$451,5644.1KQ1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.10%$169,6781.6KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.07%$8M71.2KQ1 2026
AMJ Financial Wealth Management$424M AUM0.07%$301,1522.8KQ1 2026
Strategic Advisors LLC$602M AUM0.07%$417,5193.8KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.07%$3M27.1KQ1 2026
Hills Bank & Trust Co$2.1B AUM0.06%$1M11.1KQ1 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.05%$5M46.1KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.04%$10M94.6KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.04%$810,6957.4KQ1 2026
Indivisible Partners$1.1B AUM0.04%$478,4504.4KQ1 2026
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM0.04%$370,9373.4KQ1 2026
Activest Wealth Management$569M AUM0.04%$221,3482.0KQ1 2026
McKinley Carter Wealth Services, Inc.$1.7B AUM0.04%$641,6495.9KQ1 2026
SFMG, LLC$1.5B AUM0.04%$531,8054.9KQ1 2026
Cape Investment Advisory, Inc.$301M AUM0.03%$104,8131.3KQ4 2025OLDER
Vivaldi Capital Management LP$723M AUM0.03%$228,6832.1KQ1 2026
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.03%$2M13.8KQ1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.03%$3M31.4KQ1 2026
Anchor Investment Management, LLC$1.2B AUM0.03%$305,8272.8KQ1 2026
Crescent Grove Advisors, LLC$1.0B AUM0.02%$255,8312.3KQ1 2026
WealthPlan Investment Management, LLC$1.8B AUM0.02%$437,2234.0KQ1 2026
NWAM LLC$1.7B AUM0.02%$422,7683.9KQ1 2026
PGIM Custom Harvest LLC$6.4B AUM0.02%$2M13.8KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$905,8648.3KQ1 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.02%$349,7573.2KQ1 2026
Essex Financial Services, Inc.$1.8B AUM0.02%$328,5923.0KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$302,5183.8KQ3 2025OLDER
First Heartland Consultants, Inc.$1.5B AUM0.02%$211,9481.9KQ1 2026
Tradition Wealth Management, LLC$1.4B AUM0.02%$226,9852.1KQ1 2026
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$361,2513.3KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.01%$1M9.7KQ1 2026
Founders Financial Alliance, LLC$555M AUM0.01%$73,793674Q1 2026
Arkadios Wealth Advisors$6.1B AUM0.01%$791,4977.2KQ1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$74,878684Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.01%$515,7984.7KQ1 2026
Promus Capital, LLC$157M AUM0.01%$18,629234Q3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M17.0KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M26.7KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M15.3KQ1 2026
HighMark Wealth Management LLC$246M AUM0.01%$21,894200Q1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$256,7413.2KQ4 2025OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$364,3493.3KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$14M130.9KQ1 2026
Hilltop National Bank$468M AUM0.01%$26,366354Q2 2025OLDER
UBS Group AG$666.3B AUM0.01%$42M385.0KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$542,0245.0KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M35.6KQ1 2026
Independent Advisor Alliance$9.3B AUM0.01%$526,3794.8KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.01%$417,1983.8KQ1 2026
LPL Financial LLC$376.6B AUM0.01%$21M190.6KQ1 2026
CAPITAL ADVISORS INC/OK$6.2B AUM0.01%$334,9783.1KQ1 2026
Salomon & Ludwin, LLC$1.1B AUM0.01%$59,432750Q3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$3M29.8KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.00%$244,6652.2KQ1 2026
HOWE & RUSLING INC$1.5B AUM0.00%$72,141659Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$15M136.8KQ1 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$600,5155.5KQ1 2026
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$382,3994.8KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$59,850565Q1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$56,645517Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$262,7672.4KQ1 2026
Summit Financial, LLC$7.8B AUM0.00%$308,7912.8KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M24.7KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$396,8293.6KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$128,2991.2KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$3M25.1KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$40M363.2KQ1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$22,344300Q2 2025OLDER
MAI Capital Management$17.7B AUM0.00%$500,4934.6KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$3M25.5KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$904,0038.3KQ1 2026
Leo H. Evart, Inc.$117M AUM0.00%$3,21329Q1 2026
HHM Wealth Advisors, LLC$996M AUM0.00%$21,894200Q1 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M21.0KQ1 2026
Archer Investment Corp$469M AUM0.00%$9,85290Q1 2026
&PARTNERS$20.2B AUM0.00%$424,1133.9KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$41,3985.0KQ1 2026
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$7,44468Q1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$379,9713.5KQ1 2026
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$21,894200Q1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$837,7587.9KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$773,6247.1KQ1 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$3,28430Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$19,664247Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$21M266.3KQ1 2026
Providence Capital Advisors, LLC$613M AUM0.00%$5,97175Q3 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$327,5343.0KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$265,0983.3KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$780,7287.1KQ1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$79,2421.0KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$176,0491.6KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$42,146385Q1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$627,5335.7KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$488,2364.5KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M41.3KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M38.1KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$137,4201.3KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$286,5753.6KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$158,0562.0KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$33,791425Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M9.2KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$249,8112.3KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$328,4103.0KQ1 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$76,082695Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$238,7553.0KQ4 2025OLDER
Banque Transatlantique SA$4.2B AUM0.00%$15,654143Q1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$115,4411.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$314,9782.9KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$15,365193Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M20.0KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$849,2977.8KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M17.6KQ1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$40,853513Q3 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$25,616234Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$259,4582.4KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$252,2053.2KQ4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$370,0093.4KQ1 2026
CWM, LLC$38.1B AUM0.00%$50,028457Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$352,0553.2KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$611,3905.6KQ1 2026
Fourth Dimension Wealth, LLC$264M AUM0.00%$3283Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M17.2KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$522,9774.8KQ1 2026
Financial Gravity Companies, Inc.$509M AUM0.00%$5968Q2 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$754,2279.5KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$187,0002.4KQ3 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$4384Q1 2026
AlphaCore Capital LLC$4.2B AUM0.00%$3,28430Q1 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.00%$4786Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$316,2424.2KQ2 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$9999Q1 2026
Allworth Financial LP$24.7B AUM0.00%$11,276103Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$42,328397Q1 2026
FMR LLC$1.90T AUM0.00%$577,7375.3KQ1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$3,28530Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$22,003201Q1 2026
CENTRAL TRUST Co$5.1B AUM0.00%$1,09510Q1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.00%$3,28430Q1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$3,17529Q1 2026
TCTC Holdings, LLC$3.5B AUM0.00%$3184Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$67,309615Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$741Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.