Institutional Ownership Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 3.73 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 Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,685
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 53.29%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
16,413
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
16,103
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
16,090
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,758
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
15,702
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 95.55%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
15,619
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
15,485
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
15,485
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,173
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
14,170
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
13,774
shares
|
$0
0.21% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
13,465
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
12,409
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,336
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,099
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
10,786
shares
|
$0
0.27% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,734
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
10,102
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 45.14%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,619
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
9,328
shares
|
$0
0.11% of portfolio
|
Q3 2023
Added 400.97%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
9,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
8,860
shares
|
$0
0.24% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,410
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,106
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|