Institutional Ownership Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
306,488
shares
|
$35.4 Million
1.2% of portfolio
|
Q4 2021
Reduced 2.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
94,038
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
72,883
shares
|
$8.43 Million
0.19% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
69,170
shares
|
$8 Million
4.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
68,643
shares
|
$7.94 Million
1.39% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
32,764
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
31,388
shares
|
$3.63 Million
1.46% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27,274
shares
|
$3.15 Million
1.36% of portfolio
|
Q2 2023
Added 5.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
19,003
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
16,303
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
16,236
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
16,190
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
15,411
shares
|
$1.78 Million
0.98% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
14,346
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,678
shares
|
$1.47 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,256
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,105
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 19.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,035
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,698
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,527
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,966
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
9,679
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
8,740
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
8,567
shares
|
$990,516
0.27% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,310
shares
|
$960,802
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|