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Disclosery

RSPT INVESCO EXCHANGE TRADED FD T

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S&P500 EQL TEC (fund)

367 managers (370 13F filers) reported a position in RSPT shares at 2024-12-31, 42,465,535 shares in all. 16 filers opened a position and 30 filers sold out during the quarter.

Managers
367
13F filers
370
New
16
Added
107
Reduced
127
Sold out
30
Shares held by filers
42,465,535

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,337,417$162M0.02%-182,72313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,561,272$95.8M0.02%+452,37613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,180,777$81.6M0.01%-504,79113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,894,968$70.9M0.02%+173,40513F-HRTimelineGroup
LPL Financial LLC1,618,579$60.6M0.02%+195,61213F-HRTimeline
Davis Investment Partners, LLC1,478,689$55.2M23.26%-91,40913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,320,715$49.4M0.02%13F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,303,367$48.7M0.82%new13F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,071,300$40.1M0.66%013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…1,071,011$40.1M2.06%+39,99613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,070,020$40M0.01%+10,20713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.987,596$37M0.08%-285,73213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC838,858$31.4M0.01%-24,80313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS808,447$30.3M0.09%-30,32713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC613,614$23M0.45%-127,05413F-HRTimelineGroup
Bouchey Financial Group, Ltd.552,294$20.7M1.81%-567,32213F-HRTimeline
Baker Avenue Asset Management, LP530,045$19.8M0.61%+22,09713F-HRTimeline
Independent Advisor Alliance484,774$18.1M0.24%new13F-HRTimeline
Activest Wealth Management466,770$17.5M4.88%+69,45213F-HRTimeline
Graypoint LLC446,920$16.7M1.01%-14,36713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.432,339$16.2M0.89%+9,56813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC420,657$15.7M0.02%+30,26313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding417,373$15.6M-200,017Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO410,752$15.4M<0.01%-75,82013F-HRTimelineGroup
Janney Montgomery Scott LLC373,493$14M0.04%-3,63613F-HRTimeline
TD Waterhouse Canada Inc.372,254$13.9M0.11%-260,14413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS350,688$13.1M0.01%+10,00413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…327,706$12.3M0.06%-1,88813F-HRTimeline
Allworth Financial LP278,803$11.1M0.06%+278,41613F-HRTimeline
Prasad Wealth Partners, LLC288,031$10.8M3.49%13F-HRTimeline
Detalus Advisors, LLC282,241$10.6M3.48%+4,34813F-HRTimeline
Chicago Wealth Management, Inc.276,041$10.3M5.37%+6,18613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…266,776$9.98M0.02%-27,13713F-HR/ATimeline
Private Advisor Group, LLC264,946$9.91M0.06%-52,51413F-HRTimeline
CONDOR CAPITAL MANAGEMENT244,748$9.16M0.81%-2,67313F-HRTimeline
Mariner, LLCin group Mariner, LLC244,352$9.14M0.02%-87913F-HRTimelineGroup
Destination Wealth Management239,355$8.96M0.28%-25,18513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP230,625$8.63M0.01%+33,51113F-HRTimelineGroup
Smith Anglin Financial, LLC228,567$8.55M0.8%+37,86613F-HRTimeline
FRG Family Wealth Advisors LLC224,355$8.4M1.52%-89013F-HRTimeline
SignalPoint Asset Management, LLC215,173$8.05M1.96%-13,23313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…208,461$7.8M2.9%-2,19313F-HRTimeline
U.S. Capital Wealth Advisors, LLC206,552$7.73M0.24%+114,61913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC192,320$7.2M0.02%-70,68013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC171,323$6.41M<0.01%-114,98113F-HRTimelineGroup
NEVILLE RODIE & SHAW INC169,109$6.33M0.46%+11,30013F-HRTimeline
Joseph P. Lucia & Associates, LLC168,619$6.31M2.8%-7,03313F-HRTimeline
Cascade Wealth Advisors, Inc168,186$6.29M4.26%-14,24113F-HRTimeline
HighTower Advisors, LLC166,224$6.22M0.01%+9,15713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP161,839$6.06M0.01%-6,24913F-HRTimelineGroup
Climber Capital SA166,509$5.94M4.89%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding152,006$5.69M-81,546Timeline
Lido Advisors, LLCin group Lido Advisors, LLC144,989$5.43M0.03%+3,02313F-HRTimelineGroup
Raub Brock Capital Management LP143,896$5.38M1.14%-6113F-HRTimeline
Yoder Wealth Management, Inc.143,851$5.38M2.97%+12,63613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC142,430$5.33M3.7%-4,71713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.141,881$5.31M0.06%new13F-HRTimelineGroup
SAGE RHINO CAPITAL LLC141,278$5.29M1.15%-3,05713F-HRTimeline
Cetera Investment Advisers137,134$5.13M0.01%+1,86713F-HRTimeline
Treynor Bancshares, Inc.132,785$4.97M5.24%-103,96813F-HRTimeline
Advisory Services Network, LLC132,767$4.97M0.09%-6,65213F-HRTimeline
WMS Partners, LLC127,921$4.79M0.27%-2,63413F-HRTimeline
NewEdge Advisors, LLC127,866$4.78M0.03%-6,52113F-HRTimeline
Venture Visionary Partners LLC127,592$4.77M0.2%+1,61113F-HR/ATimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…127,417$4.77M0.4%+11,09213F-HRTimelineGroup
Legacy Private Trust Co.123,847$4.63M0.3%-1,70113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC116,307$4.35M0.04%+5,17013F-HRTimelineGroup
Atria Wealth Solutions, Inc.116,088$4.34M0.05%-7,96213F-HRTimeline
Laidlaw Wealth Management LLC114,570$4.29M1.87%013F-HRTimeline
Cambridge Investment Research Advisors,…110,639$4.14M0.01%-79,54013F-HRTimeline
Redhawk Wealth Advisors, Inc.107,963$4.04M0.55%+6,50013F-HRTimeline
VISTA INVESTMENT MANAGEMENT103,629$3.88M1.47%-2313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.100,160$3.75M0.05%-73,13013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…99,160$3.71M0.05%+5,18113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP113,771$3.59M0.01%-9,12713F-HRTimelineGroup
Capital Market Strategies LLC94,170$3.52M2.03%+88213F-HRTimeline
Hartford Financial Management Inc.93,553$3.5M0.72%013F-HRTimeline
Koshinski Asset Management, Inc.91,904$3.44M0.31%-60413F-HRTimeline
MBL Wealth, LLC90,977$3.4M0.34%-59913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,924$3.4M0.08%+84,65813F-HRTimelineGroup
Walker Asset Management, LLC84,413$3.16M1.94%-1,65213F-HRTimeline
JMAC ENTERPRISES LLC82,123$3.07M0.48%+1,73013F-HRTimeline
Creative Planningin group Creative Planning81,354$3.04M<0.01%+7,52113F-HRTimelineGroup
Quantinno Capital Management LP77,507$2.9M0.03%+9,53513F-HRTimeline
Halter Ferguson Financial Inc.77,213$2.89M1.23%+1,31713F-HRTimeline
Plan A Wealth LLC75,062$2.81M2.57%13F-HRTimeline
Empirical Asset Management, LLC75,040$2.81M0.94%013F-HRTimeline
Yarbrough Capital, LLC74,180$2.78M0.11%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC72,913$2.73M1.4%-2,96913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,663$2.72M0.01%+5,01213F-HRTimelineGroup
Apriem Advisors71,546$2.68M0.31%+213F-HRTimeline
Allen Capital Group, LLC71,293$2.67M0.33%-2,15313F-HRTimeline
Biltmore Family Office, LLC71,014$2.66M0.45%-1,27513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…67,230$2.52M0.37%+30713F-HRTimeline
Bawa N Mallick Trust64,080$2.4M1.05%13F-HRTimeline
Fortis Advisors, LLC61,434$2.3M1.51%+1,72413F-HRTimeline
Vishria Bird Financial Group, LLC59,040$2.21M0.77%013F-HRTimeline
DHJJ Financial Advisors, Ltd.58,480$2.19M0.85%-3013F-HRTimeline
VALICENTI ADVISORY SERVICES INC56,531$2.12M0.53%-2,95013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding54,978$2.06M-3,600Timeline
Sanctuary Advisors, LLC51,704$2M0.01%-7,13613F-HRTimeline
Focus Financial Network, Inc.53,456$2M0.08%-12,15413F-HRTimeline
Secure Asset Management, LLC52,585$1.97M0.3%+7,48313F-HRTimeline
SeaCrest Wealth Management, LLC50,773$1.9M0.2%-6513F-HRTimeline
Tradition Wealth Management, LLC50,343$1.88M0.17%-68713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP49,809$1.86M<0.01%+7,30013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,795$1.83M0.02%+93413F-HRTimeline
FMR LLCin group FMR LLC48,314$1.81M<0.01%+2,40213F-HRTimelineGroup
HHM Wealth Advisors, LLC47,220$1.77M0.24%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC46,879$1.75M0.31%013F-HRTimeline
COUNTRY CLUB BANK44,799$1.68M0.11%-18613F-HRTimeline
McGuire Investment Group, LLC43,769$1.64M0.24%013F-HRTimeline
Friedenthal Financial43,599$1.63M0.95%+7113F-HRTimeline
COMERICA BANK43,453$1.63M0.01%+1,32013F-HR/ATimeline
Patten Group, Inc.43,284$1.62M0.36%+4,34113F-HRTimeline
Monument Capital Management41,452$1.55M0.43%+713F-HRTimeline
Bullock Wealth Management Group41,058$1.54M0.9%+29,84813F-HRTimeline
GTS SECURITIES LLC40,487$1.52M0.07%-109,83813F-HRTimeline
Dynamic Advisor Solutions LLC40,051$1.5M0.06%+23013F-HRTimeline
Prostatis Group LLC39,849$1.49M0.43%013F-HRTimeline
Qube Research & Technologies Ltd39,586$1.48M<0.01%-9,32113F-HRTimeline
Abbot Financial Management, Inc.39,061$1.46M0.73%+1,05313F-HRTimeline
Freedom Investment Management, Inc.36,845$1.38M0.11%-4,39713F-HRTimeline
MML INVESTORS SERVICES, LLC36,778$1.38M<0.01%-78513F-HRTimeline
American Financial Advisors, LLC36,474$1.36M0.19%-3,14913F-HRTimeline
PRIVATE TRUST CO NA36,216$1.36M0.14%-15413F-HRTimeline
One Charles Private Wealth Services, LLC35,662$1.33M0.45%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp35,473$1.33M<0.01%+1,65013F-HRTimelineGroup
Rockport Wealth LLC35,543$1.32M0.59%+3,45513F-HRTimeline
PFG Advisors35,004$1.31M0.08%+71113F-HRTimeline
BLAIR WILLIAM & CO/IL34,988$1.31M<0.01%-5813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC34,078$1.28M0.98%-6,78013F-HRTimeline
Clearstead Advisors, LLC33,043$1.24M0.02%-16,06413F-HRTimeline
Allred Capital Management, LLC32,750$1.23M0.47%+11113F-HRTimeline
Astoria Portfolio Advisors LLC.32,243$1.21M0.43%+5313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC31,740$1.19M0.16%-2,76013F-HRTimeline
Crane Advisory, LLC31,040$1.18M0.21%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,439$1.18M<0.01%-1,90513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.31,318$1.17M0.78%013F-HRTimeline
Steward Partners Investment Advisory, L…31,102$1.16M0.01%-2,69013F-HRTimeline
Bryn Mawr Trust Advisors, LLC30,896$1.16M0.06%-1413F-HR/ATimeline
&PARTNERS29,378$1.12M0.01%-1,43513F-HRTimeline
BigSur Wealth Management LLC29,500$1.1M0.32%-50013F-HRTimeline
Atria Investments, Inc28,729$1.08M0.01%-4,63613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,058$1.05M<0.01%+13,65413F-HRTimelineGroup
Beacon Pointe Advisors, LLC27,881$1.04M0.01%-9913F-HRTimeline
Goldstein Advisors, LLC27,462$1.03M0.15%-19513F-HRTimeline
Geneos Wealth Management Inc.27,139$1.02M0.04%-1,54613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.26,395$988K0.13%013F-HRTimeline
LVZ, Inc.26,391$988K0.13%+1,67213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,045$975K0.02%-11,44813F-HRTimelineGroup
DAVIS R M INC25,930$970K0.02%013F-HRTimeline
Advisory Alpha, LLC25,778$965K0.03%-62413F-HRTimeline
Wealth Management Associates, Inc.25,146$941K0.4%-1,67013F-HRTimeline
Investor's Fiduciary Advisor Network, L…24,780$927K0.35%13F-HRTimeline
Integrated Wealth Concepts LLC24,564$919K0.01%+6,31713F-HRTimeline
FCA CORP /TX24,441$915K0.29%+41113F-HRTimeline
B. Riley Wealth Advisors, Inc.24,227$907K0.03%+38413F-HRTimeline
MAI Capital Management24,125$903K0.01%+3,63113F-HRTimeline
Richard Bernstein Advisors LLC23,251$870K0.02%-37113F-HRTimeline
SAX WEALTH ADVISORS, LLC22,635$847K0.07%+11,77013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,579$845K<0.01%+2,76513F-HRTimelineGroup
Optas, LLC22,416$839K0.18%-9,89313F-HRTimeline
Carnegie Investment Counsel22,140$828K0.02%+4,46813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,044$825K0.01%-1,34013F-HRTimelineGroup
Pacific Sun Financial Corp21,580$808K0.44%-5013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,000$786K0.01%013F-HRTimelineGroup
BXM Wealth LLC20,551$769K1.08%13F-HRTimeline
Hilltop Partners LLC20,022$749K0.26%-44013F-HRTimeline
Kovack Advisors, Inc.19,920$745K0.07%+1,35013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC19,370$725K0.17%new13F-HRTimeline
Royal Fund Management, LLC19,346$724K0.08%-19,42013F-HRTimeline
OLD MISSION CAPITAL LLC19,086$714K0.02%+5,77913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,540$667K<0.01%-2,79613F-HRTimelineGroup
Kapstone Financial Advisors LLC17,280$662K0.35%013F-HRTimeline
Summit Place Financial Advisors, LLC17,560$657K0.37%-39013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,100$640K<0.01%-11,30013F-HRTimeline
CHOREO, LLC17,077$639K0.01%+113F-HRTimeline
Berger Financial Group, Inc16,863$631K0.04%013F-HRTimeline
Kaizen Financial Strategies16,600$621K0.35%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,551$619K<0.01%+92713F-HRTimelineGroup
Sequoia Financial Advisors, LLC16,408$614K0.01%013F-HR/ATimeline
Ausdal Financial Partners, Inc.16,269$609K0.05%new13F-HRTimeline
SEGALL BRYANT & HAMILL, LLC16,000$599K0.01%013F-HRTimeline
SFE Investment Counsel15,927$596K0.13%-1,14013F-HRTimeline
EP Wealth Advisors, LLC15,869$594K<0.01%-1,55413F-HRTimeline
HB Wealth Management, LLC15,858$593K0.01%-1513F-HRTimeline
D.A. DAVIDSON & CO.15,713$588K<0.01%+1,27813F-HRTimeline
Acorn Wealth Advisors, LLC15,465$579K0.24%+90513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,260$571K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,079$564K0.01%+15213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC15,000$561K0.01%013F-HRTimeline
Kaydan Wealth Management, Inc.14,864$556K0.18%+60313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,500$543K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,421$540K<0.01%+7,76413F-HRTimelineGroup
IFP Advisors, Inc14,250$533K0.02%-10013F-HRTimeline
FineMark National Bank & Trust14,060$526K0.02%013F-HRTimeline
Kathmere Capital Management, LLC14,000$524K0.05%013F-HRTimeline
Cushing Capital Partners, LLC13,616$510K0.49%13F-HRTimeline
Clearwater Capital Advisors, LLC13,590$509K0.05%-1,99013F-HRTimeline