Institutional Ownership Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 1.6 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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
12,821
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 24.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,235
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,172
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,865
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,824
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,587
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
9,011
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
8,393
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8,100
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,879
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,453
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
6,900
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
6,672
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
6,159
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
6,125
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,786
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
5,747
shares
|
$0
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,589
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,458
shares
|
$0
0.01% of portfolio
|
Q4 2020
Reduced 94.87%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,266
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 45.25%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,081
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,929
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 31.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,767
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,225
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|