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 93 institutions that hold shares in the stock, with a total of 3.9 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 |
---|---|---|---|---|---|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
9,034
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
8,881
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.52%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
8,668
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 49.39%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
8,383
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 4.89%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,377
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
8,131
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
7,306
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
6,958
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
6,875
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 411.15%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
6,548
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 47.45%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
6,044
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
5,955
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,871
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
4,159
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
4,075
shares
|
$0
0.1% of portfolio
|
Q4 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
3,800
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 14.61%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
3,755
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 62.99%
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
3,748
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
3,040
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 28.84%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
3,010
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,538
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,510
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 49.6%
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
1,020
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
700
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|