Go Pro
→ This AI Stock Reminds One Analyst of Early Nvidia (From Brownstone Research) (Ad)tc pixel Free RTM Stock Alerts

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

Invesco S&P 500 Equal Weight Materials ETF logo
$38.12 +0.04 (+0.11%)
As of 09/25/2026
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
Get RTM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Equal Weight Materials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RTM Institutional Buying and Selling by Quarter

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

Export
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%
WATCH THIS BEFORE DECEMBER 8th!! (Ad)

James Altucher says a quiet government filing could reveal Elon Musk's biggest move yet, and almost nobody has noticed it. Altucher believes the filing could matter to as many as 1,806,000 Americans in the years ahead. He explains why Musk buried it and what it could mean, free of charge.tc pixel

Watch the free breakdown before December 8th to learn more
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%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
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.
From Our Partners
Management just bought 2.8 million shares
Management just backed a $100 million buyback, repurchasing 2.8 million shares at an average price of $35.26 i...
Monument Traders Alliance | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
This AI Stock Reminds One Analyst of Early Nvidia
Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company ...
Brownstone Research | Sponsoredtc pixel
Elon Musk’s Hushed FCC Filing. Dec 8th.
Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...
Paradigm Press | Sponsoredtc pixel
Major Buy Alert Issued for September 30th
Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 ...
TradeSmith | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
"How Much Can I Actually Spend Each Year With $2.5M Saved?"
Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...
SmartAsset | Sponsoredtc pixel