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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,132
shares
|
$246,501
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
2,123
shares
|
$245,461
0.0% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
2,094
shares
|
$242,108
0.01% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,028
shares
|
$234,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,867
shares
|
$215,862
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,840
shares
|
$212,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,437
shares
|
$166,145
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,200
shares
|
$138,744
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
925
shares
|
$106,948
0.04% of portfolio
|
Q1 2023
Reduced 66.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
885
shares
|
$102,323
0.0% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
650
shares
|
$75,153
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
458
shares
|
$52,953
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
328
shares
|
$37,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$34,686
0.01% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
282
shares
|
$32,604
0.0% of portfolio
|
Q3 2025
Added 729.41%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
276
shares
|
$31,911
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
275
shares
|
$31,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
231
shares
|
$26,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
222
shares
|
$25,667
0.0% of portfolio
|
Q2 2025
Reduced 71.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
200
shares
|
$23,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$23,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
191
shares
|
$22,083
0.0% of portfolio
|
Q4 2025
Added 158.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
176
shares
|
$20,349
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
173
shares
|
$20,002
0.01% of portfolio
|
Q4 2022
Added 10.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
128
shares
|
$14,799
0.0% of portfolio
|
Q2 2025
New holding
|
|