Institutional Ownership Invesco S&P 500 Equal Weight U (RYU)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight U (RYU). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 2.41 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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,105
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,826
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
6,800
shares
|
$0
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,489
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,687
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,668
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
5,609
shares
|
$0
0.11% of portfolio
|
Q3 2023
Added 101.04%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
5,296
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,753
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,688
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,367
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 22.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,309
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,164
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,900
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,842
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,454
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,314
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,302
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,088
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,014
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
2,989
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,113
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,112
shares
|
$0
0.05% of portfolio
|
Q3 2023
Added 100.0%
|