Institutional Ownership Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RCD). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 4.45 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 |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
31,277
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
30,010
shares
|
$0
0.94% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
29,569
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.77%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
27,361
shares
|
$0
0.59% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
26,258
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
24,359
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
23,640
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
23,346
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 59.04%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
22,041
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
21,636
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 83.06%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
20,804
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 274.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
18,443
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
16,386
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 28.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,994
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,970
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,555
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 134.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,135
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
11,176
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 85.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
11,071
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,955
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,698
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,522
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 54.75%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,284
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,044
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
5,662
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 52.15%
|