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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,132
shares
|
$248,186
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
2,123
shares
|
$247,138
0.0% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,100
shares
|
$244,461
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,028
shares
|
$236,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,922
shares
|
$223,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
1,905
shares
|
$221,761
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,867
shares
|
$217,337
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$139,692
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,038
shares
|
$120,833
0.0% of portfolio
|
Q2 2025
Added 99.62%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
925
shares
|
$107,679
0.04% of portfolio
|
Q1 2023
Reduced 66.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
458
shares
|
$53,315
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
337
shares
|
$39,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$34,923
0.01% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
282
shares
|
$32,827
0.0% of portfolio
|
Q3 2025
Added 729.41%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
276
shares
|
$32,129
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
275
shares
|
$32,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
231
shares
|
$26,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
222
shares
|
$25,843
0.0% of portfolio
|
Q2 2025
Reduced 71.57%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$23,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
173
shares
|
$20,138
0.01% of portfolio
|
Q4 2022
Added 10.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
128
shares
|
$14,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$11,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
74
shares
|
$8,614
0.0% of portfolio
|
Q1 2025
Reduced 72.49%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
67
shares
|
$7,799
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
45
shares
|
$5,238
0.0% of portfolio
|
Q2 2024
New holding
|