Institutional Ownership Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 3.69 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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,410,000
shares
|
$0
0.91% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
330,443
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
229,101
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
138,167
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
121,765
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
105,135
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,184
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
81,391
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 23.16%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
65,250
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.58%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
61,620
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
58,665
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
57,611
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 18.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
49,727
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
43,831
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 71.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,705
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 101.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
38,667
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 75.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
36,192
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
35,420
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
32,715
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
32,250
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
27,715
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
26,047
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
25,828
shares
|
$0
0.67% of portfolio
|
Q3 2023
Added 479.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
25,369
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
23,845
shares
|
$0
0.04% of portfolio
|
Q2 2024
Reduced 2.75%
|