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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,132
shares
|
$207,059
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,120
shares
|
$205,894
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,028
shares
|
$196,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,875
shares
|
$182,100
0.0% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,200
shares
|
$116,544
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
925
shares
|
$89,836
0.04% of portfolio
|
Q1 2023
Reduced 66.06%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
781
shares
|
$75,850
0.01% of portfolio
|
Q1 2025
Reduced 28.28%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
458
shares
|
$44,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$29,136
0.01% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
276
shares
|
$26,805
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
275
shares
|
$26,708
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
200
shares
|
$19,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
180
shares
|
$17,481
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
173
shares
|
$16,801
0.01% of portfolio
|
Q4 2022
Added 10.9%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$9,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
93
shares
|
$9,032
0.0% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
74
shares
|
$7,186
0.0% of portfolio
|
Q1 2025
Reduced 72.49%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
67
shares
|
$6,507
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
45
shares
|
$4,370
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
33
shares
|
$3,204
0.0% of portfolio
|
Q3 2024
Reduced 97.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
15
shares
|
$1,456
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2
shares
|
$194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|