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 71 institutions that hold shares in the stock, with a total of 1.68 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
|
Jul 24, 2025 Q2 2025 |
308,087
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
241,874
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
128,738
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
126,441
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,751
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
43,968
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
40,200
shares
|
$0
0.45% of portfolio
|
Q2 2025
Reduced 32.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
37,062
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
32,330
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 28.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
29,712
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
28,945
shares
|
$0
0.0% of portfolio
|
Q2 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 |
Jul 11, 2025 Q2 2025 |
27,543
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
27,335
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,245
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,448
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,838
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
21,742
shares
|
$0
0.37% of portfolio
|
Q2 2025
Added 152.08%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
21,364
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
21,089
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
19,286
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 123.19%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
18,305
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
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
|
Jul 31, 2025 Q2 2025 |
17,702
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.54%
|