Institutional Ownership Invesco S&P 500 Equal Weight T (RYT)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight T (RYT). We have compiled data on the 421 institutions that hold shares in the stock, with a total of 45.6 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 |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
82,678
shares
|
$0
3.31% of portfolio
|
Q1 2023
Added 4.48%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
80,813
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Hartford Financial Management Inc.
|
Jan 21, 2026 Q4 2025 |
78,247
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
77,089
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
76,848
shares
|
$0
0.23% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
76,637
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
76,480
shares
|
$0
0.06% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
73,240
shares
|
$0
0.91% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
72,006
shares
|
$0
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
71,551
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
71,444
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
68,568
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
66,800
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
66,315
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
64,314
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.5%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
64,310
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
61,866
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
60,308
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 20.15%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
59,793
shares
|
$0
2.66% of portfolio
|
Q3 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
59,035
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Valicenti Advisory Services Inc
|
Jan 16, 2026 Q4 2025 |
56,125
shares
|
$0
0.53% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Paller Financial Services Inc
Centennial, CO |
Jan 15, 2026 Q4 2025 |
55,202
shares
|
$0
2.01% of portfolio
|
Q4 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
54,700
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
53,355
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 9.42%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
50,565
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.29%
|
|