Institutional Ownership Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 5.03 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 |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
879,666
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 50.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
693,962
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
267,553
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
245,866
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
156,707
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
150,535
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
148,988
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
123,278
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
119,980
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
102,695
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
87,266
shares
|
$0
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
78,573
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
77,595
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
77,143
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
71,566
shares
|
$0
0.6% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
68,061
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 39.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
67,153
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
58,133
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 28.47%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
57,325
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
56,982
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 58.4%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
53,538
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 22.25%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
53,405
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
51,817
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
48,337
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,156
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|