Institutional Ownership Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.64 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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,410,000
shares
|
$0
0.75% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
288,238
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
201,935
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
178,965
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 109.14%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
139,321
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
135,933
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 57.27%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
105,079
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
94,566
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
88,213
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,184
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
61,158
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
60,920
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
58,630
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
48,199
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,705
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 101.27%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
40,063
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
32,715
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
31,217
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
27,306
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
25,828
shares
|
$0
0.67% of portfolio
|
Q3 2023
Added 479.88%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,776
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
24,264
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
22,860
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,617
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
20,885
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|