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 73 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
306,488
shares
|
$35.1 Million
1.23% of portfolio
|
Q4 2021
Reduced 2.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
218,170
shares
|
$25 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
108,816
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
72,496
shares
|
$8.31 Million
4.57% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
70,575
shares
|
$8.09 Million
1.54% of portfolio
|
Q3 2024
Reduced 15.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
55,450
shares
|
$6.36 Million
0.18% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
43,818
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2024
Added 56.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
41,704
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
30,237
shares
|
$3.47 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27,274
shares
|
$3.13 Million
1.36% of portfolio
|
Q2 2023
Added 5.1%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
23,303
shares
|
$2.67 Million
0.05% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
22,851
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
18,662
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
17,656
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
15,841
shares
|
$1.82 Million
0.56% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,755
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,993
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,678
shares
|
$1.45 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
12,378
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,114
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,692
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
9,271
shares
|
$1.06 Million
0.73% of portfolio
|
Q4 2024
Added 42.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,835
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
8,615
shares
|
$987,623
0.26% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,973
shares
|
$914,024
0.0% of portfolio
|
Q3 2024
Added 9.58%
|