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 74 institutions that hold shares in the stock, with a total of 1.08 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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
8,622
shares
|
$965,664
0.25% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,782
shares
|
$871,584
0.01% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,499
shares
|
$839,888
0.01% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
7,023
shares
|
$786,576
0.21% of portfolio
|
Q2 2023
Reduced 2.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,660
shares
|
$745,920
0.26% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,371
shares
|
$713,552
0.0% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
6,053
shares
|
$677,936
0.45% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,868
shares
|
$657,216
0.0% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,585
shares
|
$625,520
0.02% of portfolio
|
Q1 2021
Reduced 94.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,462
shares
|
$611,744
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
5,360
shares
|
$600,320
0.15% of portfolio
|
Q2 2025
Reduced 67.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,406
shares
|
$493,472
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,272
shares
|
$478,464
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
4,028
shares
|
$451,136
0.27% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,538
shares
|
$396,256
0.0% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,523
shares
|
$394,576
0.01% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,259
shares
|
$365,008
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,750
shares
|
$308,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,710
shares
|
$303,520
0.0% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
2,353
shares
|
$263,536
0.0% of portfolio
|
Q1 2025
Reduced 54.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,280
shares
|
$255,360
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,251
shares
|
$252,112
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,132
shares
|
$238,784
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,125
shares
|
$238,000
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,028
shares
|
$227,136
0.0% of portfolio
|
Q3 2024
New holding
|