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 71 institutions that hold shares in the stock, with a total of 1.31 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,499
shares
|
$807,642
0.01% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
7,426
shares
|
$799,780
0.0% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,276
shares
|
$783,625
0.0% of portfolio
|
Q2 2024
Reduced 22.67%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
7,023
shares
|
$756,377
0.24% of portfolio
|
Q2 2023
Reduced 2.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
6,789
shares
|
$731,175
0.0% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,660
shares
|
$717,282
0.26% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
6,516
shares
|
$701,773
0.52% of portfolio
|
Q3 2024
Added 65.93%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
6,475
shares
|
$697,357
0.5% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,908
shares
|
$636,291
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,585
shares
|
$601,504
0.02% of portfolio
|
Q1 2021
Reduced 94.63%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,245
shares
|
$457,186
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,023
shares
|
$433,277
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
3,639
shares
|
$391,920
0.0% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
3,191
shares
|
$343,670
0.0% of portfolio
|
Q2 2024
Added 9.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,097
shares
|
$333,546
0.0% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,055
shares
|
$329,023
0.0% of portfolio
|
Q3 2024
Reduced 25.21%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
2,750
shares
|
$296,175
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,346
shares
|
$252,664
0.01% of portfolio
|
Q2 2024
Reduced 50.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,256
shares
|
$242,971
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,251
shares
|
$242,432
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
2,207
shares
|
$237,693
0.0% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,145
shares
|
$231,016
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,132
shares
|
$229,616
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,060
shares
|
$221,862
0.0% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,028
shares
|
$218,415
0.0% of portfolio
|
Q3 2024
New holding
|