Institutional Ownership Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 1.64 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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
301,868
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
262,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
122,703
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
98,920
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,276
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 66.95%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
59,950
shares
|
$0
0.48% of portfolio
|
Q1 2025
Added 209.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
54,397
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
38,625
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
33,745
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 428.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
28,923
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
28,860
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
27,664
shares
|
$0
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
27,446
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
26,943
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
25,179
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 159.26%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
23,535
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
22,137
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,655
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
20,732
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,447
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
18,894
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,300
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,607
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.23%
|