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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,049
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,670
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,010
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,050
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,555
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,510
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 49.6%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,505
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 101.74%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,170
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,091
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,020
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
783
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
758
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
620
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 106.67%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
505
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 17.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
480
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 96.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
475
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 0.08%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
450
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 91.0%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
406
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
365
shares
|
$0
0.01% of portfolio
|
Q2 2023
Reduced 9.88%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
350
shares
|
$0
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 85.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
265
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
190
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|