Institutional Ownership Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 1.95 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
254,001
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
199,049
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 477.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
171,340
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
125,599
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
118,633
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
110,826
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,184
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
70,422
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
67,456
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
60,537
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
54,005
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
46,691
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 114.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,705
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 101.27%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
32,715
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
29,708
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
27,391
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
25,828
shares
|
$0
0.67% of portfolio
|
Q3 2023
Added 479.88%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,776
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
25,146
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
22,860
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
21,848
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
20,311
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
17,727
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,857
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
16,673
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|