13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
RSPG

INVESCO EXCHANGE TRADED FD T

169 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V365·169 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$305M
54.0% inst. owned
of float
Holders
169
-5 QoQ
filers reporting
Activity
+25 / −9
+934 added · −868 reduced
this quarter
Concentration
13.82%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

169 institutions reported RSPG in Q1 2026. UBS Group AG leads at 13.8% of the visible book. -5 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$42M385K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M363K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$37M341K0.00%Q1 202604
MATAURO, LLC
CIK 0002052964
$32M292K4.62%Q1 202605
Flaharty Asset Management, LLC
CIK 0001697882
$27M243K3.31%Q1 202606
LPL Financial LLC
CIK 0001403438
$21M191K0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M137K0.00%Q1 202608
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$14M131K0.01%Q1 202609
Cresset Asset Management, LLC
CIK 0001761013
$10M95K0.04%Q1 202610
Arkfeld Wealth Strategies, L.L.C.
CIK 0001789382
$10M101K3.20%Q1 202611
Farther Finance Advisors, LLC
CIK 0001992825
$8M71K0.07%Q1 202612
Stonebridge Financial Group, LLC
CIK 0002009367
$7M67K0.60%Q1 202613
LEE JOHNSON CAPITAL MANAGEMENT, LLC
CIK 0001674836
$7M62K2.45%Q1 202614
Guild Investment Management, Inc.
CIK 0001317802
$6M58K4.57%Q1 202615
OARSMAN CAPITAL, INC.
CIK 0001569667
$6M56K0.76%Q1 202616
Concurrent Investment Advisors, LLC
CIK 0002001015
$5M46K0.05%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$5M41K0.00%Q1 202618
Ocean Park Asset Management, LLC
CIK 0001538052
$5M41K0.26%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M38K0.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M36K0.01%Q1 2026
Page 1 of 9
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