RSPA Institutional Ownership
Invesco S&P 500 Equal Weight Income Advantage ETF
1W: -0.8%
1M: -3.9%
3M: -2.9%
YTD: +3.1%
1Y: +3.0%
$51.87
+0.18 (+0.35%)
Weekly Expected Move ±1.5%
$50
$51
$52
$53
$53
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RSPA
89
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
609M
Total Invested
21
New Positions
44
Increased
21
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (97 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 4,137,449 | $215M | -164,052 | -3.8% | 8Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,447,161 | $75M | +457,900 | +46.3% | 6Q | SEC ↗ |
| 3 | CX Institutional | 927,556 | $48M | -2,007 | -0.2% | 4Q | SEC ↗ |
| 4 | MORGAN STANLEY | 636,052 | $33M | +230,026 | +56.7% | 2Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 618,978 | $32M | +304,341 | +96.7% | 3Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP | 550,723 | $29M | +132,543 | +31.7% | 6Q | SEC ↗ |
| 7 | UBS Group AG | 407,224 | $21M | +154,417 | +61.1% | 4Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 225,675 | $12M | +172,543 | +324.7% | 6Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 212,536 | $11M | +6,019 | +2.9% | 7Q | SEC ↗ |
| 10 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 195,187 | $10M | +8,437 | +4.5% | 3Q | SEC ↗ |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 169,378 | $9M | +1,657 | +1.0% | 3Q | SEC ↗ |
| 12 | Brookstone Capital Management NEW | 166,836 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 160,175 | $8M | +128,363 | +403.5% | 2Q | SEC ↗ |
| 14 | LANE BROTHERS & CO INC | 149,447 | $8M | +19,380 | +14.9% | 3Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 94,471 | $5M | +11,062 | +13.3% | 8Q | SEC ↗ |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | 89,116 | $5M | +4,826 | +5.7% | 6Q | SEC ↗ |
| 17 | SageGuard Financial Group, LLC | 89,000 | $5M | +18,927 | +27.0% | 3Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 87,030 | $5M | +25,515 | +41.5% | 5Q | SEC ↗ |
| 19 | MJP ASSOCIATES INC /ADV | 78,670 | $4M | +8,587 | +12.3% | 4Q | SEC ↗ |
| 20 | Advisor OS, LLC | 78,670 | $4M | +8,587 | +12.3% | 4Q | SEC ↗ |
| 21 | Compass Financial Services Inc | 63,380 | $3M | -4,922 | -7.2% | 5Q | SEC ↗ |
| 22 | Prospera Financial Services Inc | 60,377 | $3M | +4,710 | +8.5% | 3Q | SEC ↗ |
| 23 | NATIXIS ADVISORS, LLC | 55,127 | $3M | +24,315 | +78.9% | 3Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 54,132 | $3M | +24,850 | +84.9% | 4Q | SEC ↗ |
| 25 | Perigon Wealth Management, LLC | 47,347 | $2M | +10,807 | +29.6% | 4Q | SEC ↗ |
| 26 | Colonial River Investments, LLC NEW | 37,225 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Peck Wealth Management, LLC | 37,045 | $2M | +27,765 | +299.2% | 2Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 36,545 | $2M | +29,962 | +455.1% | 2Q | SEC ↗ |
| 29 | Wealthcare Advisory Partners LLC | 35,796 | $2M | -53,699 | -60.0% | 6Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 33,139 | $2M | -1,470 | -4.2% | 6Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 29,811 | $2M | -7,044 | -19.1% | 5Q | SEC ↗ |
| 32 | ENVESTNET ASSET MANAGEMENT INC NEW | 27,857 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 25,324 | $1M | -3,996 | -13.6% | 6Q | SEC ↗ |
| 34 | Gateway Wealth Partners, LLC | 23,719 | $1M | -21,479 | -47.5% | 5Q | SEC ↗ |
| 35 | OLD MISSION CAPITAL LLC | 22,981 | $1M | +14,336 | +165.8% | 2Q | SEC ↗ |
| 36 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20,472 | $1M | +5,642 | +38.0% | 3Q | SEC ↗ |
| 37 | O'ROURKE & COMPANY, Inc | 20,219 | $1M | +929 | +4.8% | 7Q | SEC ↗ |
| 38 | ARMSTRONG ADVISORY GROUP, INC | 19,809 | $1M | +561 | +2.9% | 2Q | SEC ↗ |
| 39 | GREAT VALLEY ADVISOR GROUP, INC. | 19,384 | $1M | -2,192 | -10.2% | 3Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 18,578 | $964K | +2,272 | +13.9% | 4Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 17,366 | $901K | -2,011 | -10.4% | 5Q | SEC ↗ |
| 42 | &PARTNERS NEW | 17,194 | $892K | — | +0.0% | 1Q | SEC ↗ |
| 43 | CIBC WORLD MARKET INC. | 14,623 | $758K | +1,573 | +12.1% | 4Q | SEC ↗ |
| 44 | Barnett & Company, Inc. | 14,618 | $758K | +517 | +3.7% | 6Q | SEC ↗ |
| 45 | Stratos Wealth Partners, LTD. | 13,796 | $716K | +1,014 | +7.9% | 5Q | SEC ↗ |
| 46 | Joel Isaacson & Co., LLC | 13,020 | $675K | +157 | +1.2% | 5Q | SEC ↗ |
| 47 | IFP Advisors, Inc | 11,641 | $604K | +7,406 | +174.9% | 2Q | SEC ↗ |
| 48 | FIRST MANHATTAN CO. LLC. | 10,607 | $550K | -5,337 | -33.5% | 2Q | SEC ↗ |
| 49 | SILVERLAKE WEALTH MANAGEMENT LLC | 10,317 | $535K | -741 | -6.7% | 5Q | SEC ↗ |
| 50 | Stratos Investment Management, LLC | 10,276 | $533K | +607 | +6.3% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Brookstone Capital Management | 166,836 | $9M |
| Colonial River Investments, LLC | 37,225 | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 27,857 | $1M |
| &PARTNERS | 17,194 | $892K |
| Gladstone Institutional Advisory LL | 9,128 | $473K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 6,956 | $361K |
| WINNACLE WEALTH LLC | 6,779 | $352K |
| Clearwave Capital, LLC | 6,564 | $340K |
| OPTIMA CAPITAL LLC | 5,533 | $287K |
| Integrated Wealth Concepts LLC | 5,202 | $270K |
| Onyx Bridge Wealth Group LLC | 4,788 | $248K |
| Centennial Wealth Advisory LLC | 4,213 | $219K |
| Intrua Financial, LLC | 3,907 | $203K |
| Plante Moran Financial Advisors, LL | 1,178 | $61K |
| Farther Finance Advisors, LLC | 850 | $44K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 610 | $32K |
| Elequin Capital, LP | 594 | $31K |
| Financial Management Professionals, | 376 | $20K |
| Blue Trust, Inc. | 343 | $18K |
| MERCER GLOBAL ADVISORS INC /ADV | 335 | $17K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matthew Goff Investment Advisor, LL | 71,302 | $4M |
| Hilton Capital Management, LLC | 11,285 | $585K |
| JANE STREET GROUP, LLC | 5,519 | $286K |
| STEPHENS INC /AR | 5,400 | $280K |
| Mariner, LLC | 5,060 | $262K |
| Stenger Family Office, LLC | 2,324 | $121K |
| Sara-Bay Financial | 700 | $36K |
| Advisory Services Network, LLC | 561 | $29K |
| CoreCap Advisors, LLC | 366 | $19K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +457,900 | +46.3% | 1,447,161 |
| WELLS FARGO & COMPANY/MN | +304,341 | +96.7% | 618,978 |
| MORGAN STANLEY | +230,026 | +56.7% | 636,052 |
| OSAIC HOLDINGS, INC. | +172,543 | +324.7% | 225,675 |
| UBS Group AG | +154,417 | +61.1% | 407,224 |
| JONES FINANCIAL COMPANIES LLLP | +132,543 | +31.7% | 550,723 |
| RAYMOND JAMES FINANCIAL INC | +128,363 | +403.5% | 160,175 |
| Kestra Advisory Services, LLC | +29,962 | +455.1% | 36,545 |
| Peck Wealth Management, LLC | +27,765 | +299.2% | 37,045 |
| COMMONWEALTH EQUITY SERVICES, LLC | +25,515 | +41.5% | 87,030 |
| STIFEL FINANCIAL CORP | +24,850 | +84.9% | 54,132 |
| NATIXIS ADVISORS, LLC | +24,315 | +78.9% | 55,127 |
| LANE BROTHERS & CO INC | +19,380 | +14.9% | 149,447 |
| SageGuard Financial Group, LLC | +18,927 | +27.0% | 89,000 |
| OLD MISSION CAPITAL LLC | +14,336 | +165.8% | 22,981 |
| ROYAL BANK OF CANADA | +11,062 | +13.3% | 94,471 |
| Perigon Wealth Management, LLC | +10,807 | +29.6% | 47,347 |
| MJP ASSOCIATES INC /ADV | +8,587 | +12.3% | 78,670 |
| Advisor OS, LLC | +8,587 | +12.3% | 78,670 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | +8,437 | +4.5% | 195,187 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -164,052 | -3.8% | 4,137,449 |
| Wealthcare Advisory Partners LLC | -53,699 | -60.0% | 35,796 |
| Gateway Wealth Partners, LLC | -21,479 | -47.5% | 23,719 |
| Private Advisor Group, LLC | -7,044 | -19.1% | 29,811 |
| FIRST MANHATTAN CO. LLC. | -5,337 | -33.5% | 10,607 |
| Compass Financial Services Inc | -4,922 | -7.2% | 63,380 |
| BANK OF AMERICA CORP /DE | -3,996 | -13.6% | 25,324 |
| GREAT VALLEY ADVISOR GROUP, INC. | -2,192 | -10.2% | 19,384 |
| Steward Partners Investment Advisor | -2,011 | -10.4% | 17,366 |
| CX Institutional | -2,007 | -0.2% | 927,556 |
| Beacon Pointe Advisors, LLC | -1,592 | -26.6% | 4,401 |
| Janney Montgomery Scott LLC | -1,470 | -4.2% | 33,139 |
| Adalta Capital Management LLC | -900 | -11.2% | 7,100 |
| SILVERLAKE WEALTH MANAGEMENT LLC | -741 | -6.7% | 10,317 |
| HARBOUR INVESTMENTS, INC. | -600 | -13.8% | 3,750 |
| AE Wealth Management LLC | -242 | -49.2% | 250 |
| Capital Advisors, Ltd. LLC | -204 | -18.2% | 914 |