Institutional Ownership Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,758
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
15,485
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
15,360
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
15,353
shares
|
$0
0.1% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
15,175
shares
|
$0
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
13,774
shares
|
$0
0.21% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
13,465
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
13,449
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
12,409
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
12,281
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,099
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,099
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
11,234
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
10,955
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
10,786
shares
|
$0
0.27% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
10,730
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
10,723
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
10,315
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 93.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
10,102
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 45.14%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,619
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
9,328
shares
|
$0
0.11% of portfolio
|
Q3 2023
Added 400.97%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
9,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
8,870
shares
|
$0
0.24% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
8,730
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,410
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|