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 79 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 $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,908
shares
|
$920,570
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,499
shares
|
$872,958
0.01% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,206
shares
|
$838,850
0.0% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
7,023
shares
|
$817,547
0.21% of portfolio
|
Q2 2023
Reduced 2.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,660
shares
|
$775,290
0.26% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
6,050
shares
|
$704,280
0.44% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,925
shares
|
$689,729
0.0% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,744
shares
|
$668,659
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
5,740
shares
|
$668,193
0.39% of portfolio
|
Q2 2025
Added 42.5%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
5,701
shares
|
$663,653
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,585
shares
|
$650,149
0.02% of portfolio
|
Q1 2021
Reduced 94.63%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$512,204
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,342
shares
|
$505,452
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
4,165
shares
|
$484,847
0.13% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,075
shares
|
$474,370
0.0% of portfolio
|
Q2 2025
Reduced 89.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,581
shares
|
$416,864
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,530
shares
|
$410,927
0.0% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,523
shares
|
$410,112
0.01% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,508
shares
|
$408,366
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
3,290
shares
|
$382,988
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
3,079
shares
|
$358,426
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,750
shares
|
$320,127
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,463
shares
|
$286,717
0.0% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,288
shares
|
$266,346
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,251
shares
|
$262,038
0.01% of portfolio
|
Q3 2022
New holding
|