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 $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,383
shares
|
$911,276
0.02% of portfolio
|
Q1 2025
Added 71.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,083
shares
|
$882,140
0.0% of portfolio
|
Q1 2025
Added 38.08%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
8,622
shares
|
$837,368
0.25% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,782
shares
|
$755,787
0.01% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,499
shares
|
$728,302
0.01% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
7,023
shares
|
$682,073
0.22% of portfolio
|
Q2 2023
Reduced 2.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,660
shares
|
$646,819
0.26% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,371
shares
|
$618,751
0.0% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
6,053
shares
|
$587,867
0.45% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,868
shares
|
$569,900
0.0% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,585
shares
|
$542,415
0.02% of portfolio
|
Q1 2021
Reduced 94.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,462
shares
|
$530,469
0.0% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,406
shares
|
$427,910
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,272
shares
|
$414,896
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
4,028
shares
|
$391,199
0.27% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,023
shares
|
$390,713
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,858
shares
|
$374,688
0.0% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,538
shares
|
$343,610
0.0% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,278
shares
|
$318,359
0.0% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,259
shares
|
$316,514
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,750
shares
|
$267,080
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
2,634
shares
|
$255,814
0.04% of portfolio
|
Q1 2025
Added 46.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
2,353
shares
|
$228,523
0.0% of portfolio
|
Q1 2025
Reduced 54.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,280
shares
|
$221,433
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,251
shares
|
$218,617
0.01% of portfolio
|
Q3 2022
New holding
|