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 84 institutions that hold shares in the stock, with a total of 1.95 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,399
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 56.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
14,261
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,599
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,340
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
11,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,959
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
10,300
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,125
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,072
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 36.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,438
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.6%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,305
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
9,062
shares
|
$0
0.14% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
8,963
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,560
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,377
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,075
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
8,041
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,999
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,510
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
6,828
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1322.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,610
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,601
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,548
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 47.45%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,548
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,290
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|