Institutional Ownership Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
306,488
shares
|
$33 Million
1.15% of portfolio
|
Q4 2021
Reduced 2.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
94,189
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
69,170
shares
|
$7.45 Million
4.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
68,589
shares
|
$7.39 Million
1.31% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
62,175
shares
|
$6.7 Million
0.16% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
34,289
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
28,104
shares
|
$3.03 Million
1.21% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27,274
shares
|
$2.94 Million
1.36% of portfolio
|
Q2 2023
Added 5.1%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
20,296
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
18,223
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
18,219
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 30.41%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
15,146
shares
|
$1.63 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,048
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
12,976
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,678
shares
|
$1.37 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,669
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,160
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,924
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
11,298
shares
|
$1.22 Million
0.73% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,172
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 73.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,007
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,633
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
9,015
shares
|
$971,456
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
8,567
shares
|
$923,179
0.25% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,908
shares
|
$852,166
0.01% of portfolio
|
Q2 2025
Added 1.62%
|