Skip to content
Disclosery

RSP INVESCO EXCHANGE TRADED FD T

Follow

COM (fund)

1,897 managers (1,915 13F filers) reported a position in RSP shares at 2024-12-31, 265,245,255 shares in all. 163 filers opened a position and 98 filers sold out during the quarter.

Managers
1,897
13F filers
1,915
New
163
Added
823
Reduced
505
Sold out
98
Shares held by filers
265,245,255

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.131,904$23.1M1.73%+39,89113F-HRTimelineGroup
BROGAN FINANCIAL, INC.130,715$22.9M11.22%+128,70213F-HRTimeline
BBR PARTNERS, LLC129,617$22.7M1.59%+6,24313F-HRTimeline
CoreCap Advisors, LLC129,123$22.6M1.03%+39,56813F-HRTimeline
Kiely Wealth Advisory Group, Inc.124,414$22.5M14.47%-3,16013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…123,295$22.4M8.25%+62313F-HRTimeline
CONNABLE OFFICE INC127,572$22.4M2.31%-5,24613F-HRTimeline
RIVERSEDGE ADVISORS, LLC126,513$22.2M5.01%+1,08713F-HRTimeline
Kera Capital Partners, Inc.125,183$21.9M6.31%13F-HRTimeline
Sugarloaf Wealth Management, LLC123,995$21.7M4.11%+2,66513F-HRTimeline
Advisory Services Network, LLC122,836$21.5M0.4%+41,42413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP134,846$21.5M0.04%-2,72913F-HRTimelineGroup
Stephenson & Company, Inc.122,193$21.4M14.41%+5,03813F-HRTimeline
IFP Advisors, Inc120,225$21.1M0.69%+7,91213F-HRTimeline
Southeast Asset Advisors, LLC120,013$21M2.58%+13,97313F-HRTimeline
Private Advisory Group LLC117,257$20.5M2.3%+10,73513F-HR/ATimeline
Wealth Forward, LLC116,933$20.5M14.46%-1,44813F-HRTimeline
Tiller Private Wealth, Inc.116,780$20.5M8.67%-95913F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD116,124$20.3M0.05%new13F-HRTimeline
EQUITABLE TRUST CO115,737$20.3M1.13%+3,38313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.115,458$20.2M4.01%+9,49813F-HRTimeline
Compass Wealth Management LLC114,399$20M4.83%+5,49113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC114,110$20M0.46%-17,22313F-HRTimeline
FMR LLCin group FMR LLC113,478$19.9M<0.01%+16,96213F-HRTimelineGroup
Geller Advisors LLC112,515$19.7M1.3%+95113F-HRTimeline
Baker Avenue Asset Management, LP112,087$19.6M0.6%+1,85113F-HRTimeline
LTG Capital LLC111,629$19.6M16.41%+2,53813F-HRTimeline
LOWE BROCKENBROUGH & CO INC111,157$19.5M1.25%-1,74913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO111,004$19.5M0.36%-4,04813F-HRTimeline
HM PAYSON & CO110,793$19.4M0.33%+79813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,290$19.3M0.02%+53,31013F-HRTimelineGroup
Kentucky Farm Bureau Mutual Insurance Co110,000$19.3M4.33%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.109,757$19.2M<0.01%-436,65413F-HRTimelineGroup
New England Capital Financial Advisors …109,103$19.1M9.33%+1,84813F-HRTimeline
Matthew Goff Investment Advisor, LLC109,072$19.1M3.55%+7713F-HRTimeline
Mendota Financial Group, LLC108,871$19.1M12.37%-30,72413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.108,240$19M0.12%-1,94813F-HRTimeline
PFM Health Sciences, LP108,041$18.9M1.44%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC107,534$18.8M2.17%+7,39013F-HRTimeline
Frisch Financial Group, Inc.106,731$18.7M5.66%-15,76813F-HRTimeline
NTV Asset Management LLC106,323$18.6M2.46%+3613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.105,715$18.5M16.59%13F-HRTimeline
WealthBridge Capital Management, LLC105,248$18.4M5.12%+3,42213F-HRTimeline
Cadent Capital Advisors, LLC104,281$18.3M6.38%+1,80913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC100,325$18.3M4.72%+22,00913F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC103,333$18.1M2.96%+7,40813F-HRTimeline
Composition Wealth, LLC102,528$18M0.36%new13F-HRTimeline
Fairvoy Private Wealth, LLC102,495$18M4.78%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC102,091$17.9M0.11%-4,24713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC101,585$17.8M2.06%-52,77513F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL101,535$17.8M0.42%+43513F-HRTimeline
Echo45 Advisors LLC100,513$17.7M11.64%+52,84613F-HRTimeline
SAGE RHINO CAPITAL LLC101,058$17.7M3.86%-1,97913F-HRTimeline
Fort Point Capital Partners LLC100,610$17.6M1.97%new13F-HRTimeline
MATAURO, LLC99,808$17.5M3.79%13F-HRTimeline
Wealth Alliance Advisory Group, LLC99,352$17.4M3.68%+29213F-HRTimeline
Tradition Wealth Management, LLC99,283$17.4M1.53%-56,59413F-HRTimeline
Bernardo Wealth Planning LLC100,230$17.4M4.15%+4,45613F-HRTimeline
CSS LLC/IL98,412$17.2M1.03%+22,11213F-HRTimeline
Roth Financial Partners LLC97,611$17.1M6.81%-1,02413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…97,460$17.1M2.97%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.96,808$17M0.77%+2,29313F-HRTimeline
Sterneck Capital Management, LLC96,487$16.9M9.13%-1,49113F-HRTimeline
Capital Advisors, Ltd. LLC96,478$16.9M2.13%+4,12713F-HRTimeline
Riverview Capital Advisers, LLC95,491$16.7M5.05%+9713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC94,316$16.5M4.44%-1,47413F-HRTimeline
Aft, Forsyth & Sober, LLC93,450$16.4M5.31%+65013F-HRTimeline
Peak Asset Management, LLC91,388$16M2.96%+2,26713F-HRTimeline
Calydon Capital91,231$16M3.14%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…90,942$15.9M0.36%+64,29613F-HRTimelineGroup
Sigma Planning Corp90,158$15.8M0.5%+3,30613F-HRTimeline
Breakwater Capital Group89,757$15.7M3.13%-7513F-HRTimeline
Ascent Wealth Partners, LLC89,233$15.6M2.11%+5,52313F-HRTimeline
Port Capital LLC88,725$15.5M0.71%-12,84013F-HRTimeline
Sageworth Trust Co88,474$15.5M0.96%+3,85813F-HRTimeline
Gotham Asset Management, LLC87,672$15.4M0.15%+19,52113F-HRTimeline
CX Institutional87,113$15.3M0.61%+18413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding86,978$15.2M+30,603Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC86,055$15.1M9.65%+6,40313F-HRTimeline
WOLVERINE TRADING, LLC86,027$15M0.34%+79,36413F-HRTimeline
ADG Wealth Management Group, LLC85,695$15M13.33%13F-HRTimeline
RAELIPSKIE PARTNERSHIP85,629$15M7.45%+8,41713F-HRTimeline
Atria Wealth Solutions, Inc.85,512$15M0.16%+1,94213F-HRTimeline
Verition Fund Management LLC85,500$15M0.08%new13F-HRTimeline
Capital Investment Advisory Services, L…85,435$15M1.44%-2,57013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC84,925$14.9M9.99%-2513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding84,537$14.8M+922Timeline
BRIGHT FINANCIAL ADVISORS, INC.84,523$14.8M9.31%+3,08913F-HRTimeline
Gladstone Institutional Advisory LLC84,455$14.8M0.69%-3,88313F-HRTimeline
Compton Wealth Advisory Group, LLC83,846$14.7M3.79%-2,05513F-HRTimeline
GTS SECURITIES LLC83,772$14.7M0.71%+55,79313F-HRTimeline
Reyes Financial Architecture, Inc.83,376$14.6M11.49%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding82,931$14.5M+19,794Timeline
Ausdal Financial Partners, Inc.82,555$14.5M1.25%+68,85413F-HRTimeline
Del-Sette Capital Management, LLC82,344$14.4M11.71%new13F-HRTimeline
Ballast, Inc.80,866$14.2M4.05%+12,09313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)80,718$14.1M6.35%+13,80313F-HRTimeline
Forge Financial Services LLC77,614$14M11.79%13F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC80,000$14M7.26%013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…79,855$14M1.31%+4,66413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …79,520$13.9M0.4%-138,33013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources78,784$13.8M<0.01%+92813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS78,365$13.7M0.52%+1,00613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…75,419$13.7M0.77%+3,39813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.76,535$13.7M0.33%-5,57013F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC78,090$13.7M0.93%new13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC77,993$13.7M11.27%-98713F-HRTimeline
Allworth Financial LP74,089$13.4M0.07%+42,56813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…75,996$13.4M0.05%+5,06113F-HRTimelineGroup
QUEST INVESTMENT MANAGEMENT LLC75,901$13.3M1.54%-2,85513F-HRTimeline
Peak Financial Management, Inc.75,716$13.3M3.97%+3,33813F-HRTimeline
Crews Bank & Trust75,604$13.2M2.23%13F-HRTimeline
Farther Finance Advisors, LLC74,860$13.1M0.47%+38,93113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.74,725$13.1M0.14%+46,15413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…74,507$13.1M0.35%+6,72413F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.74,137$13M0.64%+1,52113F-HRTimeline
Strategic Financial Concepts, LLC73,946$13M2.49%+33,86113F-HR/ATimeline
DAVENPORT & Co LLC72,603$12.7M0.07%+5,76113F-HRTimeline
Archer Investment Corp72,108$12.6M3.37%+5,16813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC72,070$12.6M1.18%+19,65113F-HRTimeline
Parallel Advisors, LLC71,952$12.6M0.29%+1,06913F-HRTimeline
SYKON CAPITAL LLC71,809$12.6M4.34%new13F-HRTimeline
Caldwell Trust Co71,805$12.6M1.31%-17213F-HRTimeline
FSA WEALTH PARTNERS, INC.70,400$12.3M2.89%-97413F-HRTimeline
Focused Wealth Management, Inc70,169$12.3M1.66%-2,45913F-HRTimeline
Montis Financial, LLC70,152$12.3M3.8%+14,37813F-HRTimeline
GREENLEAF TRUST69,773$12.2M0.11%+13413F-HRTimeline
Ethos Financial Group, LLC69,309$12.1M1.58%+40,40013F-HRTimeline
Geneos Wealth Management Inc.69,146$12.1M0.42%+15,82213F-HRTimeline
Perigon Wealth Management, LLC67,553$12.1M0.3%+6,04613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding69,022$12.1M+21,493Timeline
Fairway Wealth LLC68,939$12.1M5.44%+16,74313F-HRTimeline
Sterling Manor Financial, LLC68,605$12M8.38%+1,37613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC68,323$12M3.31%+13,12113F-HRTimeline
Sepio Capital, LP68,109$11.9M0.96%+4,44313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…67,897$11.9M0.17%+4,40113F-HRTimelineGroup
Evernest Financial Advisors, LLC67,667$11.9M3.08%+45413F-HRTimeline
Prism Advisors, Inc.67,079$11.8M3.52%-1,56713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.66,689$11.7M10.11%+16,17213F-HRTimeline
Financiere des Professionnels - Fonds d…65,800$11.5M0.81%013F-HRTimeline
Winthrop Capital Management, LLC65,787$11.5M3.06%+85413F-HRTimeline
Bleakley Financial Group, LLC65,636$11.5M0.35%+2,16413F-HRTimeline
IHT Wealth Management, LLC65,435$11.5M0.37%+90813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT65,426$11.5M0.19%+1,67513F-HRTimeline
L. Roy Papp & Associates, LLP65,304$11.4M1.34%+88513F-HRTimeline
Second Line Capital, LLC65,245$11.4M3.08%+1,86913F-HRTimeline
Cornerstone Wealth Group, LLC64,779$11.4M0.93%+24,87113F-HRTimeline
Capital Investment Advisors, LLC64,676$11.3M0.23%+1,27913F-HRTimeline
Fortis Group Advisors, LLC64,398$11.3M2.1%+23,88913F-HRTimeline
Round Rock Advisors LLC63,968$11.2M2.3%+1,60813F-HRTimeline
NewEdge Wealth, LLC63,947$11.2M0.19%+13,87213F-HRTimeline
Independent Advisor Alliance63,724$11.2M0.15%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…63,016$11M0.45%+20,68613F-HRTimelineGroup
Carnegie Investment Counsel62,935$11M0.32%+2,93213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC62,892$11M0.16%-1,15213F-HRTimelineGroup
Frank, Rimerman Advisors LLC62,881$11M0.8%+3,64513F-HRTimeline
Luken Investment Analytics, LLC62,597$11M5.08%+4213F-HRTimeline
SCOTIA CAPITAL INC.62,335$10.9M0.06%+1,94313F-HRTimeline
Tandem Wealth Advisors LLC62,102$10.9M5.55%-3,09613F-HRTimeline
Aspen Investment Management Inc60,256$10.6M4.9%+2,41213F-HRTimeline
Raab & Moskowitz Asset Management LLC60,203$10.5M2.59%+7,66713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.60,037$10.5M0.01%+42,70813F-HRTimelineGroup
Chicago Wealth Management, Inc.60,025$10.5M5.46%+1,48213F-HRTimeline
New England Private Wealth Advisors LLC59,878$10.5M1.66%-57913F-HRTimeline
Park Place Capital Corp59,715$10.5M2.93%+5,42913F-HRTimeline
Inlight Wealth Management, LLC59,528$10.4M6.88%13F-HRTimeline
Evercore Wealth Management, LLC58,884$10.3M0.15%+1,39513F-HRTimeline
FAS Wealth Partners, Inc.58,624$10.3M0.86%+1,57613F-HRTimeline
Clarus Group, Inc.58,442$10.2M3.64%+57,31713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC57,938$10.2M0.81%+57,61213F-HRTimeline
Global Retirement Partners, LLC57,875$10.1M0.29%-2,61713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC57,833$10.1M1.71%-18313F-HRTimeline
SimpliFi, Inc.57,637$10.1M4.62%-23713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…56,264$10M0.02%+39,76013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…56,934$9.98M3.09%+1,17713F-HRTimeline
McAlister, Sweet & Associates, Inc.56,559$9.91M7.05%+24,22713F-HRTimeline
Sowell Financial Services LLC56,507$9.9M0.52%+26,42713F-HRTimeline
Arkadios Wealth Advisors56,372$9.88M0.54%+4,17813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,192$9.85M0.3%-6,83713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC56,180$9.84M2.85%+20,90513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC56,160$9.84M1.57%+30,23413F-HRTimeline
Atlas Legacy Advisors, LLC56,063$9.82M2.38%13F-HRTimeline
Ruggaard & Associates LLC56,037$9.82M4.31%+94013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…55,657$9.75M3.63%+2,93313F-HRTimeline
Biltmore Family Office, LLC55,456$9.72M1.63%+48,18113F-HRTimeline
Centiva Capital, LP55,159$9.67M0.37%new13F-HRTimeline
IPG Investment Advisors LLC54,525$9.55M2.17%+8,02113F-HRTimeline
American Alpha Advisors, LLC54,412$9.53M8.68%+49613F-HRTimeline
New Insight Wealth Advisors54,365$9.53M4.77%+19,07213F-HRTimeline
MTC Wealth Management LLC53,925$9.45M4.55%-1,14013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53,739$9.41M0.02%+5,02413F-HR/ATimeline
Integrated Advisors Network LLC53,641$9.4M0.45%-12,38013F-HRTimeline
Retireful, LLC53,299$9.34M5.26%-42,55013F-HRTimeline
Strategic Family Wealth Counselors, L.L…52,641$9.22M3%+2,88813F-HRTimeline
Dynamic Advisor Solutions LLC52,080$9.13M0.39%+1,03613F-HRTimeline
Summit Financial, LLC51,983$9.11M0.32%+8,70013F-HRTimeline
Financial Advocates Investment Manageme…51,898$9.09M0.52%-17,39713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…48,519$9.03M0.15%-17,43513F-HRTimelineGroup
WFA Asset Management Corp51,483$9.02M4.88%-2,27713F-HRTimeline
Financial Enhancement Group LLC51,637$9.02M1.38%-1,07813F-HRTimeline