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 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
306,488
shares
|
$27.5 Million
1.26% of portfolio
|
Q4 2021
Reduced 2.44%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
211,708
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
102,273
shares
|
$9.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
71,914
shares
|
$6.45 Million
4.66% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
67,621
shares
|
$6.07 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
55,397
shares
|
$4.97 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
41,871
shares
|
$3.76 Million
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
32,727
shares
|
$2.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.31%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
29,792
shares
|
$2.67 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27,274
shares
|
$2.45 Million
1.36% of portfolio
|
Q2 2023
Added 5.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
20,715
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,783
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
18,536
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
16,241
shares
|
$1.46 Million
0.25% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,939
shares
|
$1.43 Million
0.53% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
15,073
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
13,334
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
13,282
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,678
shares
|
$1.14 Million
0.45% of portfolio
|
Q4 2022
Reduced 98.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,294
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,087
shares
|
$904,904
0.0% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,993
shares
|
$896,472
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,838
shares
|
$882,566
0.0% of portfolio
|
Q4 2024
Added 100.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
9,271
shares
|
$831,701
0.73% of portfolio
|
Q4 2024
Added 42.28%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
8,615
shares
|
$772,851
0.27% of portfolio
|
Q3 2024
Reduced 0.81%
|