Invesco S&P 500 Ew Income AdRSPAETF
13F holders, Q4 2025 (December 31)60holders +12
17new positions
7sold out
$51.05avg. 13F price*
At the end of Q4 2025, 60 institutions reported holding Invesco S&P 500 Ew Income Ad (RSPA) in their 13F filings, up 12 from Q3 2025. 17 opened new positions and 7 sold out. The largest holders were Invesco Ltd. ($223.0M), CX Institutional ($49.4M) and LPL Financial LLC ($32.8M).
- Company
- Invesco S&P 500 Ew Income Ad
- CUSIP
- 46090A697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.9M |
| Exits | 7 | $4.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,048,885 shares bought and 713,571 shares sold, net +335,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Invesco Ltd. | 0.02% | Reduce -10.8% | 4,375,919 | $223.0M |
| CX Institutional | 1.47% | Reduce -6.6% | 969,357 | $49.4M |
| LPL Financial LLC | 0.01% | Add +51.6% | 643,604 | $32.8M |
| Jones Financial Companies LLLP | 0.01% | Add +71.2% | 290,768 | $14.8M |
| Retirement Financial Solutions, LLC | 2.73% | New | 183,163 | $9.3M |
| UBS Group AG | 0.00% | Add +78.4% | 166,576 | $8.5M |
| Jane Street Group, LLC | 0.01% | Add +57.0% | 143,360 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +157.8% | 123,929 | $6.3M |
| Lane Brothers & Co. Inc. | 4.36% | — | 118,227 | $6.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +15.3% | 75,455 | $3.8M |
| SageGuard Financial Group, LLC | 0.59% | — | 73,234 | $3.7M |
| Compass Financial Services Inc | 1.56% | Add +1.7% | 71,111 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +23.2% | 69,660 | $3.5M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +13.8% | 63,650 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | New | 63,057 | $3.2M |
| MJP Associates Inc. | 0.37% | Add +88.7% | 58,380 | $3.0M |
| Advisor OS, LLC | 0.24% | Add +56.3% | 58,380 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.9% | 46,639 | $2.4M |
| Bank of America Corp. | 0.00% | Add +8.6% | 31,365 | $1.6M |
| Wells Fargo & Company | 0.00% | New | 30,465 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 24,646 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +128.5% | 23,928 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -19.4% | 23,760 | $1.2M |
| Gateway Wealth Partners, LLC | 0.12% | Add +19.4% | 20,687 | $1.1M |
| Prospera Financial Services Inc | 0.02% | New | 20,294 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +206.0% | 18,933 | $965K |
| O'ROURKE & COMPANY, Inc | 0.37% | Reduce -0.9% | 18,636 | $950K |
| Natixis Advisors, LLC | 0.00% | New | 16,376 | $835K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -60.0% | 16,013 | $816K |
| Stifel Financial Corp. | 0.00% | Add +134.0% | 14,318 | $730K |
| Barnett & Company, Inc. | 0.49% | Add +9.6% | 11,842 | $603K |
| Hilton Capital Management, LLC | 0.04% | New | 11,285 | $575K |
| Cibc World Market Inc. | 0.00% | Add +53.7% | 11,190 | $570K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 10,765 | $549K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +17.7% | 10,626 | $542K |
| Silverlake Wealth Management LLC | 0.12% | Add +7.1% | 10,435 | $532K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +129.5% | 9,959 | $508K |
| Stratos Investment Management, LLC | 0.02% | Add +4.3% | 9,773 | $498K |
| Joel Isaacson & Co., LLC | 0.02% | Add +26.9% | 9,751 | $497K |
| Stenger Family Office, LLC | 0.09% | New | 2,324 | $445K |
| Eagle Harbor Asset Management Inc. | 0.37% | Add +0.0% | 2,315 | $443K |
| Independent Financial Group, LLC | 0.01% | Add +6.6% | 6,257 | $319K |
| Stephens Inc. | 0.00% | No change | 5,400 | $275K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 5,335 | $272K |
| Mariner, LLC | 0.00% | New | 5,060 | $258K |
| Integrity Wealth Advisors, Inc. | 0.17% | New | 4,810 | $249K |
| Lanark Financial, Inc. | 0.02% | Add +8.0% | 4,259 | $217K |
| HighTower Advisors, LLC | 0.00% | New | 4,230 | $216K |
| Intrua Financial, LLC | 0.02% | Reduce -49.4% | 4,124 | $210K |
| Optima Capital LLC | 0.07% | New | 3,344 | $170K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,295 | $168K |
| Sara-Bay Financial | 0.04% | New | 700 | $135K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +55.3% | 1,825 | $93K |
| Private Trust Co. NA | 0.01% | Reduce -1.9% | 1,355 | $69K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,118 | $57K |
| NewEdge Advisors, LLC | 0.00% | New | 565 | $29K |
| CIBC Private Wealth Group LLC | 0.00% | New | 519 | $26K |
| National Bank of Canada | 0.00% | Add +25.0% | 500 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 359 | $18K |
| Cwm, LLC | 0.00% | Add +2.2% | 139 | $7K |
"% of holder's portfolio" is RSPA's weight in each manager's 13F, not the share of Invesco S&P 500 Ew Income Ad the manager owns.