INVESCO S&P 500 EW INCOME AD (RSPA) Institutional Ownership Changes & 13F Activity

INVESCO S&P 500 EW INCOME AD (RSPA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Wells Fargo & Company/Mn, Morgan Stanley, Osaic Holdings, Inc., and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Brown, Lisle/Cummings, Inc.Buy+4,544+136.7%7,869$419.80KQ2 2026Sep 02, 2026
Shepherd Wealth Management Ltd Liability CoBuy+6,9566,956$1.54MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+2,144+38.9%7,662$408.78KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-1,592-26.6%4,401$234.79KQ2 2026Aug 18, 2026
Invesco Ltd.Buy+4,137,4494,137,449$220.73MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+304,341+96.7%618,978$33.02MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+172,543+324.7%225,675$12.04MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+132,543+31.7%550,723$29.46MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+128,363+403.5%160,175$8.55MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+24,315+78.9%55,127$2.94MQ2 2026Aug 14, 2026
&PartnersBuy+17,19417,194$916.13KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+14,336+165.8%22,981$1.23MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+11,062+13.3%94,471$5.04MQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Sell-5,337-33.5%10,607$565.88KQ2 2026Aug 14, 2026
Bank Of America CorpSell-3,996-13.6%25,324$1.35MQ2 2026Aug 14, 2026
O'Rourke & Company, IncBuy+929+4.8%20,219$1.08MQ2 2026Aug 14, 2026
Adalta Capital Management LlcSell-900-11.3%7,100$378.79KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+225+5.8%4,109$219.22KQ2 2026Aug 14, 2026
Morgan StanleyBuy+230,026+56.7%636,052$33.93MQ2 2026Aug 13, 2026
Ubs Group AgBuy+154,417+61.1%407,224$21.73MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-2,011-10.4%17,366$926.48KQ2 2026Aug 13, 2026
Cibc World Market Inc.Buy+1,573+12.1%14,623$780.14KQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+594594$31.69KQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+24,850+84.9%54,132$2.89MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+6,019+2.9%212,536$11.34MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+2,2232,223$118.58KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-600-13.8%3,750$200.06KQ2 2026Aug 12, 2026
Barnett & Company, Inc.Buy+517+3.7%14,618$779.87KQ2 2026Aug 12, 2026
Mjp Associates IncBuy+8,587+12.3%78,670$4.20MQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+1,014+7.9%13,796$736.06KQ2 2026Aug 11, 2026
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Frequently asked questions about RSPA activity

  • Which institutional owners are buying RSPA?

    Institutional owners buying RSPA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RSPA activity?

    "Buy" means an investor increased their reported position in RSPA compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 EW INCOME AD (RSPA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RSPA increasing?

    Institutional interest in RSPA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.