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 132 institutions that hold shares in the stock, with a total of 3.57 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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,747
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
13,875
shares
|
$0
0.2% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
13,861
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
13,557
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
13,465
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
12,854
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
12,514
shares
|
$0
0.23% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
12,409
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,307
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
12,236
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,786
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
11,575
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
11,234
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,838
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
10,786
shares
|
$0
0.27% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,985
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,921
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
9,801
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
9,328
shares
|
$0
0.11% of portfolio
|
Q3 2023
Added 400.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
9,051
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 64.66%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
8,715
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
8,410
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
8,021
shares
|
$0
0.19% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
8,017
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
7,565
shares
|
$0
0.07% of portfolio
|
Q1 2025
Reduced 4.72%
|