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

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Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 68
Total Institutional Inflows (last 12 months): $99.25M

Number of Institutional Sellers (last 12 months): 31
Total Institutional Outflows (last 12 months): $38.45M

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RTM Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/27/2023	Obsidian Personal Planning Solutions LLC	104,369	$16.37M	12.4%	+465.3%	1.078%
11/21/2023	Comerica Bank	700	$110K	0.0%	N/A	0.007%
11/16/2023	Creative Planning	9,701	$1.52M	0.0%	+559.9%	0.100%
11/16/2023	Obsidian Personal Planning Solutions LLC	18,461	$3.00M	3.8%	N/A	0.191%
11/16/2023	Harbour Investments Inc.	440	$69K	0.0%	+400.0%	0.005%
11/16/2023	Horizon Family Wealth Inc.	5,999	$941K	0.4%	N/A	0.062%
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11/15/2023	Brick & Kyle Associates	11,125	$1.75M	0.9%	+400.2%	0.115%
11/15/2023	Royal Bank of Canada	29,389	$4.61M	0.0%	+144.5%	0.304%
11/15/2023	Lido Advisors LLC	28,580	$4.48M	0.0%	+846.7%	0.295%
11/15/2023	Ameriprise Financial Inc.	24,091	$3.78M	0.0%	+416.1%	0.249%
11/14/2023	Tower Research Capital LLC TRC	12,662	$1.99M	0.1%	+286.5%	0.131%
11/14/2023	Qube Research & Technologies Ltd	2,310	$362K	0.0%	+5,150.0%	0.024%
11/14/2023	Miller Investment Management LP	120,000	$18.82M	2.9%	+400.0%	1.240%
11/14/2023	PGIM Custom Harvest LLC	7,704	$1.21M	0.0%	+395.1%	0.080%
11/13/2023	Cary Street Partners Investment Advisory LLC	750	$118K	0.0%	+400.0%	0.008%
11/13/2023	LPL Financial LLC	312,568	$49.03M	0.0%	+395.3%	3.229%
11/13/2023	FMR LLC	629	$99K	0.0%	+383.8%	0.006%
11/13/2023	Envestnet Asset Management Inc.	40,790	$6.40M	0.0%	+364.1%	0.421%
11/9/2023	First Heartland Consultants Inc.	7,958	$1.25M	0.2%	+416.8%	0.082%
11/9/2023	Blair William & Co. IL	2,996	$470K	0.0%	+400.2%	0.031%
11/9/2023	UBS Group AG	79,549	$12.48M	0.0%	+245.3%	0.822%
11/8/2023	HighTower Advisors LLC	9,195	$1.44M	0.0%	+301.2%	0.095%
11/8/2023	Horizon Family Wealth Inc.	5,999	$941K	0.6%	N/A	0.062%
11/8/2023	Milestone Advisory Partners	25,828	$4.05M	2.6%	+479.9%	0.267%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	42,705	$6.70M	0.0%	+101.3%	0.441%
11/8/2023	Avantax Advisory Services Inc.	306,492	$48.08M	0.5%	+381.8%	3.166%
11/8/2023	Oppenheimer Asset Management Inc.	156,386	$24.53M	0.4%	+277.3%	1.616%
11/7/2023	Merit Financial Group LLC	10,709	$1.68M	0.1%	+408.0%	0.111%
11/7/2023	Great Valley Advisor Group Inc.	7,651	$1.20M	0.0%	+393.0%	0.079%
11/6/2023	Schechter Investment Advisors LLC	12,460	$1.95M	0.2%	+400.0%	0.129%
11/6/2023	Flputnam Investment Management Co.	10,300	$1.62M	0.0%	+400.0%	0.106%
11/6/2023	Capital Wealth Alliance LLC	28,636	$4.49M	3.1%	+478.3%	0.296%
11/3/2023	Private Advisor Group LLC	16,197	$2.54M	0.0%	+400.4%	0.167%
11/1/2023	Key Financial Inc	3,010	$472K	0.2%	+400.0%	0.031%
10/31/2023	Allworth Financial LP	4,132	$648K	0.0%	+351.1%	0.043%
10/31/2023	Oakworth Capital Inc.	1,020	$160K	0.0%	+400.0%	0.011%
10/30/2023	Harel Insurance Investments & Financial Services Ltd.	1,410,000	$221.17M	3.9%	+400.0%	14.566%
10/30/2023	Meitav Investment House Ltd.	45,535	$7.14M	0.1%	+399.5%	0.470%
10/27/2023	Walker Asset Management LLC	10,022	$1.57M	1.0%	+397.1%	0.104%
10/25/2023	Peak Financial Management Inc.	42,223	$6.62M	1.8%	+401.5%	0.436%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
10/24/2023	Hartford Financial Management Inc.	11,500	$1.80M	0.4%	+400.0%	0.119%
10/24/2023	Raymond James Financial Services Advisors Inc.	80,283	$12.59M	0.0%	+427.9%	0.829%
10/24/2023	Raymond James & Associates	11,765	$1.85M	0.0%	+216.9%	0.122%
10/24/2023	Cambridge Investment Research Advisors Inc.	16,786	$2.63M	0.0%	+341.6%	0.173%
10/23/2023	Commonwealth Equity Services LLC	24,200	$3.80M	0.0%	+402.2%	0.250%
10/20/2023	Bridge Advisory LLC	43,554	$6.83M	2.4%	+378.4%	0.450%
10/18/2023	Tanglewood Legacy Advisors LLC	1,065	$167K	0.1%	+400.0%	0.011%
10/18/2023	Yoder Wealth Management Inc.	10,004	$1.57M	0.9%	+436.4%	0.103%
10/18/2023	Strategic Blueprint LLC	7,005	$1.10M	0.1%	+396.5%	0.072%
10/18/2023	Private Trust Co. NA	3,040	$477K	0.1%	-28.8%	0.031%
10/17/2023	Friedenthal Financial	92,658	$14.53M	6.9%	+412.9%	0.957%
10/13/2023	SignalPoint Asset Management LLC	29,030	$4.55M	1.0%	+414.5%	0.300%
10/13/2023	McKinley Carter Wealth Services Inc.	33,153	$5.20M	0.4%	+289.6%	0.342%
10/13/2023	PFG Advisors	6,583	$1.03M	0.1%	+194.0%	0.068%
10/11/2023	Geneos Wealth Management Inc.	6,300	$988K	0.1%	+400.0%	0.065%
10/11/2023	Maltin Wealth Management Inc.	45,917	$7.20M	4.8%	+412.6%	0.474%
8/25/2023	Strategy Asset Managers LLC	3,748	$608K	0.1%	-11.1%	0.039%
8/15/2023	Equitable Holdings Inc.	2,745	$445K	0.0%	+55.0%	0.028%
8/15/2023	Wells Fargo & Company MN	7,376	$1.20M	0.0%	-77.3%	0.076%
8/15/2023	Royal Bank of Canada	12,022	$1.95M	0.0%	-49.3%	0.124%
8/15/2023	Stifel Financial Corp	8,999	$1.46M	0.0%	N/A	0.093%
8/15/2023	Citadel Advisors LLC	3,626	$588K	0.0%	-36.9%	0.037%
8/14/2023	Tower Research Capital LLC TRC	3,276	$532K	0.0%	-21.5%	0.034%
8/14/2023	MML Investors Services LLC	4,626	$751K	0.0%	-11.4%	0.048%
8/14/2023	Asset Management Group Inc.	2,622	$425K	0.1%	-2.7%	0.027%
8/10/2023	Osaic Holdings Inc.	18,841	$3.06M	0.0%	-22.1%	0.195%
8/10/2023	Commonwealth Equity Services LLC	4,819	$782K	0.0%	-13.5%	0.050%
8/10/2023	Private Advisor Group LLC	3,237	$525K	0.0%	-8.8%	0.033%
8/10/2023	Cetera Advisors LLC	1,274	$207K	0.0%	N/A	0.013%
8/10/2023	Cetera Advisor Networks LLC	23,702	$3.85M	0.0%	-1.4%	0.245%
8/9/2023	Flow Traders U.S. LLC	10,723	$1.74M	0.1%	N/A	0.111%
8/9/2023	Lido Advisors LLC	3,019	$490K	0.0%	+92.3%	0.031%
8/3/2023	Atria Wealth Solutions Inc.	2,504	$406K	0.0%	N/A	0.026%
8/3/2023	WNY Asset Management LLC	4,168	$676K	0.1%	-20.8%	0.043%
8/3/2023	McKinley Carter Wealth Services Inc.	8,509	$1.38M	0.1%	-3.5%	0.088%
8/3/2023	Oppenheimer Asset Management Inc.	41,447	$6.73M	0.1%	-1.2%	0.428%
8/1/2023	Merit Financial Group LLC	2,108	$342K	0.0%	N/A	0.022%
7/31/2023	LPL Financial LLC	63,103	$10.24M	0.0%	-13.9%	0.652%
7/28/2023	Key Financial Inc	602	$98K	0.0%	N/A	0.028%
7/28/2023	First Republic Investment Management Inc.	21,218	$3.44M	0.0%	-63.1%	0.996%
7/26/2023	First Heartland Consultants Inc.	1,540	$250K	0.0%	N/A	0.072%
7/25/2023	Raymond James Financial Services Advisors Inc.	15,209	$2.47M	0.0%	+139.1%	0.714%
7/25/2023	Raymond James & Associates	3,712	$602K	0.0%	-57.8%	0.174%
7/21/2023	Capital Wealth Alliance LLC	4,952	$804K	0.6%	+24.8%	0.232%
7/21/2023	Friedenthal Financial	18,064	$2.93M	2.0%	+5.1%	0.848%
7/20/2023	PFG Advisors	2,239	$363K	0.0%	N/A	0.105%
7/17/2023	Bridge Advisory LLC	9,104	$1.48M	0.5%	-1.3%	0.427%
7/13/2023	Walker Asset Management LLC	2,016	$327K	0.3%	-3.5%	0.095%
7/13/2023	Cambridge Investment Research Advisors Inc.	3,801	$617K	0.0%	+6.0%	0.178%
7/12/2023	Pacific Sun Financial Corp	13,029	$2.12M	1.4%	N/A	0.612%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
5/22/2023	Ameriprise Financial Inc.	4,865	$792K	0.0%	-58.8%	0.228%
5/16/2023	Susquehanna International Group LLP	6,639	$1.08M	0.0%	-30.1%	0.312%
5/16/2023	Jane Street Group LLC	1,630	$265K	0.0%	N/A	0.077%
5/15/2023	Lido Advisors LLC	1,570	$256K	0.0%	+5.8%	0.074%
5/15/2023	Yoder Wealth Management Inc.	1,865	$304K	0.3%	N/A	0.088%
5/15/2023	PGIM Custom Harvest LLC	2,528	$411K	0.0%	+7.5%	0.119%
5/15/2023	Equitable Holdings Inc.	1,771	$288K	0.0%	+17.4%	0.083%
5/12/2023	MML Investors Services LLC	5,221	$850K	0.0%	-28.4%	0.245%
5/12/2023	Bank of America Corp DE	96,862	$15.77M	0.0%	-0.9%	4.548%
5/12/2023	Milestone Advisory Partners	4,454	$725K	0.7%	+91.2%	0.209%

(Data available from 1/1/2016 forward)

RTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RTM shares?: During the previous two years, 138 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Materials ETF. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($221.17M), LPL Financial LLC ($49.03M), Avantax Advisory Services Inc. ($48.08M), Oppenheimer Asset Management Inc. ($24.53M), Empowered Funds LLC ($22.91M), Miller Investment Management LP ($18.82M), and Obsidian Personal Planning Solutions LLC ($16.37M).Learn more on RTM's institutional investors.
Which institutional investors have been buying Invesco S&P 500 Equal Weight Materials ETF stock?: Of the 128 institutional investors that purchased Invesco S&P 500 Equal Weight Materials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Harel Insurance Investments & Financial Services Ltd. ($1.41M), Avantax Advisory Services Inc. ($254.15K), LPL Financial LLC ($249.67K), Empowered Funds LLC ($147.86K), Oppenheimer Asset Management Inc. ($134.92K), Obsidian Personal Planning Solutions LLC ($122.03K), and Miller Investment Management LP ($120K).
How much institutional buying is happening at Invesco S&P 500 Equal Weight Materials ETF?: Institutional investors have bought a total of 3,999,556 shares in the last 24 months. This purchase volume represents approximately $307.49M in transactions.

Which Invesco S&P 500 Equal Weight Materials ETF major shareholders have been selling company stock?: Of the 66 institutional investors that sold Invesco S&P 500 Equal Weight Materials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flaharty Asset Management LLC ($130.13K), Signify Wealth ($48.67K), LPL Financial LLC ($41.11K), First Republic Investment Management Inc. ($40.39K), Raymond James Financial Services Advisors Inc. ($38.59K), Wells Fargo & Company MN ($29.26K), and Bowman & Co S.C. ($28.27K).
How much institutional selling is happening at Invesco S&P 500 Equal Weight Materials ETF?: Institutional investors have sold a total of 581,457 shares in the last 24 months. This volume of shares sold represents approximately $91.35M in transactions.

This page (NYSEARCA:RTM) was last updated on 4/19/2024 by MarketBeat.com Staff

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

RTM Institutional Buying and Selling by Quarter

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

RTM Institutional Ownership - Frequently Asked Questions

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

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

RTM Institutional Buying and Selling by Quarter

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

RTM Institutional Ownership - Frequently Asked Questions