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 75 institutions that hold shares in the stock, with a total of 2.29 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
1,193,604
shares
|
$119 Million
0.04% of portfolio
|
Q1 2025
Added 228559.77%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
306,488
shares
|
$30.7 Million
1.16% of portfolio
|
Q4 2021
Reduced 2.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
96,065
shares
|
$9.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
69,150
shares
|
$6.92 Million
4.11% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
67,621
shares
|
$6.77 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
55,397
shares
|
$5.54 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
38,335
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
38,298
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
31,003
shares
|
$3.1 Million
1.35% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27,274
shares
|
$2.73 Million
1.36% of portfolio
|
Q2 2023
Added 5.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
21,869
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.67%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,783
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
18,459
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
16,791
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
16,573
shares
|
$1.66 Million
0.46% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
16,500
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 161.9%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
15,146
shares
|
$1.52 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
15,073
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
13,971
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,678
shares
|
$1.27 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,240
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Added 223.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,998
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
11,298
shares
|
$1.13 Million
0.73% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,745
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,282
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 1.93%
|