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Invesco S&P 500 Equal Weight Materials ETF (RTM) Institutional Ownership

Invesco S&P 500 Equal Weight Materials ETF logo
$40.42 +0.09 (+0.21%)
As of 11/11/2026
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RTM)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$309.21K
Number of
Institutional Sellers
(last 12 months)
0
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RTM Institutional Buying and Selling by Quarter

Invesco S&P 500 Equal Weight Materials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2026 Capital Square LLC7,878$304K0.1%N/A0.373%
11/27/2023Obsidian Personal Planning Solutions LLC104,369$16.37M12.4%+465.3%1.078%
11/16/2023Obsidian Personal Planning Solutions LLC18,461$3.00M3.8%N/A0.191%
11/16/2023Horizon Family Wealth Inc.5,999$941K0.4%N/A0.062%
11/15/2023Brick & Kyle Associates11,125$1.75M0.9%+400.2%0.115%
11/15/2023Lido Advisors LLC28,580$4.48M0.0%+846.7%0.295%
11/14/2023Tower Research Capital LLC TRC12,662$1.99M0.1%+286.5%0.131%
11/14/2023Miller Investment Management LP120,000$18.82M2.9%+400.0%1.240%
11/14/2023PGIM Custom Harvest LLC7,704$1.21M0.0%+395.1%0.080%
11/13/2023Cary Street Partners Investment Advisory LLC750$118K0.0%+400.0%0.008%
11/13/2023LPL Financial LLC312,568$49.03M0.0%+395.3%3.229%
11/13/2023Envestnet Asset Management Inc.40,790$6.40M0.0%+364.1%0.421%
11/9/2023First Heartland Consultants Inc.7,958$1.25M0.2%+416.8%0.082%
11/9/2023Blair William & Co. IL2,996$470K0.0%+400.2%0.031%
11/9/2023UBS Group AG79,549$12.48M0.0%+245.3%0.822%
11/8/2023HighTower Advisors LLC9,195$1.44M0.0%+301.2%0.095%
11/8/2023Horizon Family Wealth Inc.5,999$941K0.6%N/A0.062%
11/8/2023Milestone Advisory Partners25,828$4.05M2.6%+479.9%0.267%
11/8/2023J.P. Morgan Private Wealth Advisors LLC42,705$6.70M0.0%+101.3%0.441%
11/8/2023Avantax Advisory Services Inc.306,492$48.08M0.5%+381.8%3.166%
11/8/2023Oppenheimer Asset Management Inc.156,386$24.53M0.4%+277.3%1.616%
11/7/2023Merit Financial Group LLC10,709$1.68M0.1%+408.0%0.111%
11/7/2023Great Valley Advisor Group Inc.7,651$1.20M0.0%+393.0%0.079%
11/6/2023Schechter Investment Advisors LLC12,460$1.95M0.2%+400.0%0.129%
11/6/2023Flputnam Investment Management Co.10,300$1.62M0.0%+400.0%0.106%
11/6/2023Capital Wealth Alliance LLC28,636$4.49M3.1%+478.3%0.296%
11/3/2023Private Advisor Group LLC16,197$2.54M0.0%+400.4%0.167%
11/1/2023Key Financial Inc3,010$472K0.2%+400.0%0.031%
10/31/2023Allworth Financial LP4,132$648K0.0%+351.1%0.043%
10/31/2023Oakworth Capital Inc.1,020$160K0.0%+400.0%0.011%
10/30/2023Harel Insurance Investments & Financial Services Ltd.1,410,000$221.17M3.9%+400.0%14.566%
10/30/2023Meitav Investment House Ltd.45,535$7.14M0.1%+399.5%0.470%
10/27/2023Walker Asset Management LLC10,022$1.57M1.0%+397.1%0.104%
10/25/2023Peak Financial Management Inc.42,223$6.62M1.8%+401.5%0.436%
10/24/2023Hartford Financial Management Inc.11,500$1.80M0.4%+400.0%0.119%
10/24/2023Raymond James Financial Services Advisors Inc.80,283$12.59M0.0%+427.9%0.829%
10/24/2023Raymond James & Associates11,765$1.85M0.0%+216.9%0.122%
10/24/2023Cambridge Investment Research Advisors Inc.16,786$2.63M0.0%+341.6%0.173%
10/23/2023Commonwealth Equity Services LLC24,200$3.80M0.0%+402.2%0.250%
10/20/2023Bridge Advisory LLC43,554$6.83M2.4%+378.4%0.450%
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10/18/2023Tanglewood Legacy Advisors LLC1,065$167K0.1%+400.0%0.011%
10/18/2023Yoder Wealth Management Inc.10,004$1.57M0.9%+436.4%0.103%
10/18/2023Strategic Blueprint LLC7,005$1.10M0.1%+396.5%0.072%
10/18/2023Private Trust Co. NA3,040$477K0.1%-28.8%0.031%
10/17/2023Friedenthal Financial92,658$14.53M6.9%+412.9%0.957%
10/13/2023SignalPoint Asset Management LLC29,030$4.55M1.0%+414.5%0.300%
10/13/2023McKinley Carter Wealth Services Inc.33,153$5.20M0.4%+289.6%0.342%
10/13/2023PFG Advisors6,583$1.03M0.1%+194.0%0.068%
10/11/2023Geneos Wealth Management Inc.6,300$988K0.1%+400.0%0.065%
10/11/2023Maltin Wealth Management Inc.45,917$7.20M4.8%+412.6%0.474%
8/25/2023Strategy Asset Managers LLC3,748$608K0.1%-11.1%0.039%
8/14/2023Asset Management Group Inc.2,622$425K0.1%-2.7%0.027%
8/10/2023Private Advisor Group LLC3,237$525K0.0%-8.8%0.033%
8/10/2023Cetera Advisors LLC1,274$207K0.0%N/A0.013%
8/10/2023Cetera Advisor Networks LLC23,702$3.85M0.0%-1.4%0.245%
8/9/2023Flow Traders U.S. LLC10,723$1.74M0.1%N/A0.111%
8/9/2023Lido Advisors LLC3,019$490K0.0%+92.3%0.031%
8/3/2023Atria Wealth Solutions Inc.2,504$406K0.0%N/A0.026%
8/3/2023WNY Asset Management LLC4,168$676K0.1%-20.8%0.043%
8/3/2023McKinley Carter Wealth Services Inc.8,509$1.38M0.1%-3.5%0.088%
8/3/2023Oppenheimer Asset Management Inc.41,447$6.73M0.1%-1.2%0.428%
8/1/2023Merit Financial Group LLC2,108$342K0.0%N/A0.022%
7/31/2023LPL Financial LLC63,103$10.24M0.0%-13.9%0.652%
7/28/2023Key Financial Inc602$98K0.0%N/A0.028%
7/28/2023First Republic Investment Management Inc.21,218$3.44M0.0%-63.1%0.996%
7/26/2023First Heartland Consultants Inc.1,540$250K0.0%N/A0.072%
7/25/2023Raymond James Financial Services Advisors Inc.15,209$2.47M0.0%+139.1%0.714%
7/25/2023Raymond James & Associates3,712$602K0.0%-57.8%0.174%
7/21/2023Capital Wealth Alliance LLC4,952$804K0.6%+24.8%0.232%
7/21/2023Friedenthal Financial18,064$2.93M2.0%+5.1%0.848%
7/20/2023PFG Advisors2,239$363K0.0%N/A0.105%
7/17/2023Bridge Advisory LLC9,104$1.48M0.5%-1.3%0.427%
7/13/2023Walker Asset Management LLC2,016$327K0.3%-3.5%0.095%
7/13/2023Cambridge Investment Research Advisors Inc.3,801$617K0.0%+6.0%0.178%
7/12/2023Pacific Sun Financial Corp13,029$2.12M1.4%N/A0.612%
5/12/2023Milestone Advisory Partners4,454$725K0.7%+91.2%0.209%
5/12/2023First Republic Investment Management Inc.57,452$9.35M0.0%-1.3%2.697%
5/11/2023Meitav Investment House Ltd.9,153$1.48M0.0%-1.3%0.430%
5/10/2023Oppenheimer Asset Management Inc.41,947$6.83M0.1%+0.9%1.969%
5/10/2023Oppenheimer & Co. Inc.2,991$487K0.0%N/A0.140%
5/10/2023Private Advisor Group LLC3,551$578K0.0%N/A0.167%
5/10/2023Flaharty Asset Management LLC1,358$221K0.0%-98.8%0.064%
5/10/2023LPL Financial LLC73,250$11.92M0.0%+0.3%3.439%
5/9/2023Tower Research Capital LLC TRC4,171$679K0.0%-4.4%0.196%
5/5/2023Moisand Fitzgerald Tamayo LLC300$49K0.0%N/A0.014%
5/5/2023Capital Analysts LLC4,309$701K0.0%+2.7%0.202%
5/4/2023Capital Wealth Alliance LLC3,968$646K0.5%+41.9%0.186%
5/3/2023Kistler Tiffany Companies LLC405$66K0.0%-23.6%0.019%
5/2/2023Strategy Asset Managers LLC4,217$686K0.2%+3.1%0.198%
5/2/2023WNY Asset Management LLC5,263$857K0.2%-20.1%0.247%
The investigation Porter spent tens of thousands to document (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
5/2/2023Friedenthal Financial17,190$2.80M2.0%+5.2%0.807%
5/1/2023Csenge Advisory Group3,830$623K0.0%+5.4%0.180%
4/28/2023Avantax Advisory Services Inc.65,694$10.69M0.1%+13.6%3.084%
4/28/2023Ameritas Advisory Services LLC742$121K0.0%N/A0.035%
4/28/2023Schechter Investment Advisors LLC2,792$454K0.0%N/A0.131%
4/28/2023Strategic Blueprint LLC1,316$214K0.0%N/A0.062%
4/25/2023Creative Financial Designs Inc. ADV1,358$221K0.0%+25.6%0.064%
4/25/2023Geneos Wealth Management Inc.1,510$246K0.0%-5.6%0.071%
4/25/2023Peak Financial Management Inc.8,680$1.41M0.5%-3.8%0.408%
4/25/2023McKinley Carter Wealth Services Inc.8,822$1.44M0.1%-7.3%0.414%


RTM Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Materials ETF shares: Capital Square LLC ($304K).Learn more on Invesco S&P 500 Equal Weight Materials ETF's institutional investors.

The following institutional investors have purchased Invesco S&P 500 Equal Weight Materials ETF's stock in the last 24 months: Capital Square LLC ($7.88K).

Institutional investors have bought a total of 7,878 shares in the last 24 months. This purchase volume represents approximately $309.21K in transactions.



Institutional ownership data for NYSEARCA:RTM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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