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 1.91 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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
17,711
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
15,626
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 41.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,757
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,599
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,922
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,908
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.2%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
11,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
10,300
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,072
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 36.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,923
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
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 |
May 14, 2025 Q1 2025 |
8,996
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 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 |
Aug 13, 2025 Q2 2025 |
8,128
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,004
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
7,510
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,012
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,601
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,548
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,548
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,548
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 47.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,984
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|