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 70 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
7,023
shares
|
$821,550
0.24% of portfolio
|
Q2 2023
Reduced 2.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,660
shares
|
$779,086
0.26% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,584
shares
|
$770,196
0.0% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
6,516
shares
|
$762,241
0.52% of portfolio
|
Q3 2024
Added 65.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,502
shares
|
$760,603
0.0% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
6,475
shares
|
$757,445
0.5% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,012
shares
|
$703,283
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,585
shares
|
$653,333
0.02% of portfolio
|
Q1 2021
Reduced 94.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,052
shares
|
$590,982
0.0% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,916
shares
|
$575,073
0.0% of portfolio
|
Q3 2024
Reduced 33.8%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,245
shares
|
$496,580
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,023
shares
|
$470,610
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$444,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,176
shares
|
$371,528
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,097
shares
|
$362,287
0.0% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,055
shares
|
$357,373
0.0% of portfolio
|
Q3 2024
Reduced 25.21%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,750
shares
|
$321,695
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,262
shares
|
$264,608
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,251
shares
|
$263,321
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,207
shares
|
$258,174
0.0% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,145
shares
|
$250,922
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,132
shares
|
$249,401
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,060
shares
|
$240,978
0.0% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,028
shares
|
$237,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,200
shares
|
$140,376
0.0% of portfolio
|
Q2 2022
New holding
|