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 87 institutions that hold shares in the stock, with a total of 2.02 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 |
May 15, 2025 Q1 2025 |
280,256
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
171,340
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
125,379
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
117,680
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
106,201
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
101,891
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
97,963
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
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%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
66,552
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
63,400
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 54.49%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
55,070
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
37,864
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
37,566
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
34,463
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
32,715
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
32,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
28,199
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
25,948
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
24,756
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 51.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,755
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.35%
|
|
|
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.
|
Jul 24, 2025 Q2 2025 |
21,848
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|