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 89 institutions that hold shares in the stock, with a total of 3.64 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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
20,501
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,332
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
17,184
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
16,390
shares
|
$0
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,383
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,800
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 179.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,292
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
14,598
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,599
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,202
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,606
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
11,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,326
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 56.55%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
10,300
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
10,043
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
9,235
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.44%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,185
shares
|
$0
0.17% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
9,096
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,731
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,674
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 33.56%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
8,495
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,377
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,978
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 69.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,690
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.27%
|