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 71 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,499
shares
|
$821,065
0.01% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
7,426
shares
|
$813,072
0.0% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
7,405
shares
|
$810,773
0.01% of portfolio
|
Q2 2024
Added 4.69%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,276
shares
|
$796,649
0.0% of portfolio
|
Q2 2024
Reduced 22.67%
|
|
Ayalon Insurance Comp Ltd.
|
Jul 23, 2024 Q2 2024 |
7,023
shares
|
$768,948
0.23% of portfolio
|
Q2 2023
Reduced 2.53%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
6,789
shares
|
$743,327
0.0% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,660
shares
|
$729,203
0.26% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
6,522
shares
|
$714,093
0.5% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,908
shares
|
$646,866
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,585
shares
|
$611,501
0.02% of portfolio
|
Q1 2021
Reduced 94.63%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
4,235
shares
|
$463,690
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
4,085
shares
|
$447,266
0.0% of portfolio
|
Q2 2024
Reduced 35.74%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,023
shares
|
$440,478
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jul 26, 2024 Q2 2024 |
3,927
shares
|
$429,967
0.31% of portfolio
|
Q2 2024
New holding
|
|
Burke & Herbert Bank & Trust CO
|
Jul 16, 2024 Q2 2024 |
3,650
shares
|
$399,638
0.09% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
3,639
shares
|
$398,434
0.0% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
3,191
shares
|
$349,382
0.0% of portfolio
|
Q2 2024
Added 9.28%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
2,851
shares
|
$312,155
0.0% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
2,750
shares
|
$301,097
0.01% of portfolio
|
Q1 2024
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,346
shares
|
$256,863
0.01% of portfolio
|
Q2 2024
Reduced 50.82%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
2,281
shares
|
$249,746
0.0% of portfolio
|
Q2 2024
Reduced 16.96%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,256
shares
|
$247,009
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,251
shares
|
$246,461
0.01% of portfolio
|
Q3 2022
New holding
|
|
Innova Wealth Partners
|
Aug 13, 2024 Q2 2024 |
2,211
shares
|
$242,082
0.17% of portfolio
|
Q2 2024
New holding
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
2,207
shares
|
$241,644
0.0% of portfolio
|
Q2 2024
Reduced 10.18%
|