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 85 institutions that hold shares in the stock, with a total of 2.06 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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
21,848
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
19,492
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
19,191
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
18,081
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,943
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
16,269
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 40.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
16,136
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14,598
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,261
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 78.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,599
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
11,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,995
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 46.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
10,300
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
9,185
shares
|
$0
0.16% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,090
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
8,996
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,644
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,560
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
8,377
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
8,218
shares
|
$0
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,186
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,980
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,479
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,601
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,548
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 47.45%
|