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 93 institutions that hold shares in the stock, with a total of 3.72 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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,223
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
17,983
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
17,484
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,994
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.53%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
16,390
shares
|
$0
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,517
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14,465
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,812
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,599
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
13,469
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
13,056
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,804
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 73.07%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
11,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,353
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
10,300
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
9,325
shares
|
$0
0.21% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
9,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,896
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,645
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,600
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
8,397
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,377
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
7,408
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,375
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,120
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|