Institutional Ownership Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 1.6 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
242,034
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
235,316
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
160,659
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
114,602
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,276
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 66.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
55,694
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
44,691
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
41,817
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
40,000
shares
|
$0
0.38% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
37,674
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 183.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
36,183
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
36,099
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
26,881
shares
|
$0
0.38% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
26,828
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
26,740
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,096
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
23,454
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,448
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
19,878
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,275
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,300
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
16,593
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
16,468
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
16,449
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 66.98%
|
|