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 71 institutions that hold shares in the stock, with a total of 1.68 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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
16,917
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
16,901
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,757
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,301
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 31.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
11,470
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,463
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,979
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
10,930
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,615
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,851
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
9,033
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,730
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,051
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,999
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
6,900
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
6,672
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
6,672
shares
|
$0
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
6,125
shares
|
$0
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
6,087
shares
|
$0
0.19% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
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 |
Jul 22, 2025 Q2 2025 |
5,788
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
5,747
shares
|
$0
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,747
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
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 |
Aug 11, 2025 Q2 2025 |
5,379
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.04%
|