Institutional Ownership Invesco Exchange Traded Fd Tr (RDIV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RDIV). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 6.57 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,085
shares
|
$298,651
0.05% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
5,782
shares
|
$283,780
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,775
shares
|
$283,437
0.01% of portfolio
|
Q4 2024
Added 1977.34%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,681
shares
|
$278,823
0.0% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,635
shares
|
$276,565
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,341
shares
|
$262,136
0.05% of portfolio
|
Q1 2024
Reduced 15.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,313
shares
|
$260,762
0.01% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,275
shares
|
$258,897
0.03% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
5,191
shares
|
$254,774
0.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,125
shares
|
$251,535
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
5,100
shares
|
$250,308
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
5,087
shares
|
$249,669
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,080
shares
|
$249,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
5,000
shares
|
$245,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,650
shares
|
$228,222
0.0% of portfolio
|
Q4 2024
Reduced 40.24%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
4,308
shares
|
$211,436
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
4,262
shares
|
$209,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
4,015
shares
|
$197,056
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,773
shares
|
$136,098
0.06% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,563
shares
|
$125,792
0.09% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,535
shares
|
$124,417
0.05% of portfolio
|
Q4 2024
Added 34.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,483
shares
|
$121,865
0.0% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,460
shares
|
$120,736
0.01% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,250
shares
|
$110,430
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,050
shares
|
$100,614
0.03% of portfolio
|
Q2 2024
Reduced 10.87%
|