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 66 institutions that hold shares in the stock, with a total of 1.61 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,228
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 81.78%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,039
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
11,013
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,171
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 69.52%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,712
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,799
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,641
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 147.73%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
8,625
shares
|
$0
0.17% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,611
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,445
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,737
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
7,327
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
7,059
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,999
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
6,125
shares
|
$0
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
6,087
shares
|
$0
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
5,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,713
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,458
shares
|
$0
0.01% of portfolio
|
Q4 2020
Reduced 94.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,025
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,266
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 45.25%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,081
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,400
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
3,348
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|