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 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,046
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,040
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 28.84%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,010
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,050
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,547
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,510
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 49.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,170
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,090
shares
|
$0
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,020
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
746
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 83.89%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
700
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
505
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 17.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
500
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
475
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 0.08%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
450
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
440
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
365
shares
|
$0
0.01% of portfolio
|
Q2 2023
Reduced 9.88%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
350
shares
|
$0
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
265
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
154
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|