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 80 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
7,820
shares
|
$904,148
0.45% of portfolio
|
Q4 2025
Added 1.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,499
shares
|
$867,034
0.01% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,445
shares
|
$860,790
0.0% of portfolio
|
Q3 2025
Added 25.65%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
7,023
shares
|
$811,999
0.2% of portfolio
|
Q2 2023
Reduced 2.53%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,660
shares
|
$770,029
0.26% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,867
shares
|
$678,342
0.0% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
5,865
shares
|
$678,111
0.44% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
5,701
shares
|
$659,149
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,585
shares
|
$645,737
0.02% of portfolio
|
Q1 2021
Reduced 94.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,568
shares
|
$643,772
0.0% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,408
shares
|
$509,652
0.0% of portfolio
|
Q3 2025
Added 24.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,398
shares
|
$508,496
0.0% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,358
shares
|
$503,871
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
3,830
shares
|
$442,824
0.11% of portfolio
|
Q4 2025
Reduced 8.04%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,523
shares
|
$407,329
0.01% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,379
shares
|
$390,679
0.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,847
shares
|
$329,170
0.0% of portfolio
|
Q3 2025
Reduced 18.84%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,750
shares
|
$317,955
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
2,709
shares
|
$313,214
0.03% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,554
shares
|
$295,293
0.0% of portfolio
|
Q3 2025
Added 32.88%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,463
shares
|
$284,772
0.0% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,302
shares
|
$266,157
0.13% of portfolio
|
Q4 2025
Reduced 25.24%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
2,300
shares
|
$265,926
0.08% of portfolio
|
Q4 2025
Added 20.73%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,251
shares
|
$260,260
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,249
shares
|
$260,029
0.0% of portfolio
|
Q3 2025
Reduced 1.7%
|
|