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

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$90.69M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$27.80M
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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
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%
11/13/2023 Cary 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%
11/9/2023 First 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%
11/8/2023 HighTower 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%
11/8/2023 Oppenheimer Asset Management Inc.156,386$24.53M0.4%+277.3%1.616%
11/7/2023 Merit Financial Group LLC10,709$1.68M0.1%+408.0%0.111%
11/7/2023 Great Valley Advisor Group Inc.7,651$1.20M0.0%+393.0%0.079%
11/6/2023 Schechter Investment Advisors LLC12,460$1.95M0.2%+400.0%0.129%
11/6/2023 Flputnam 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%
11/3/2023 Private Advisor Group LLC16,197$2.54M0.0%+400.4%0.167%
11/1/2023 Key Financial Inc3,010$472K0.2%+400.0%0.031%
10/31/2023 Allworth Financial LP4,132$648K0.0%+351.1%0.043%
10/31/2023 Oakworth Capital Inc.1,020$160K0.0%+400.0%0.011%
10/30/2023 Harel Insurance Investments & Financial Services Ltd.1,410,000$221.17M3.9%+400.0%14.566%
10/30/2023 Meitav Investment House Ltd.45,535$7.14M0.1%+399.5%0.470%
10/27/2023 Walker Asset Management LLC10,022$1.57M1.0%+397.1%0.104%
10/25/2023 Peak Financial Management Inc.42,223$6.62M1.8%+401.5%0.436%
10/24/2023 Hartford Financial Management Inc.11,500$1.80M0.4%+400.0%0.119%
10/24/2023 Raymond James Financial Services Advisors Inc.80,283$12.59M0.0%+427.9%0.829%
10/24/2023 Raymond James & Associates11,765$1.85M0.0%+216.9%0.122%
10/24/2023 Cambridge 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%
10/20/2023 Bridge Advisory LLC43,554$6.83M2.4%+378.4%0.450%
10/18/2023 Tanglewood Legacy Advisors LLC1,065$167K0.1%+400.0%0.011%
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10/18/2023 Yoder Wealth Management Inc.10,004$1.57M0.9%+436.4%0.103%
10/18/2023 Strategic Blueprint LLC7,005$1.10M0.1%+396.5%0.072%
10/18/2023 Private Trust Co. NA3,040$477K0.1%-28.8%0.031%
10/17/2023 Friedenthal Financial92,658$14.53M6.9%+412.9%0.957%
10/13/2023 SignalPoint Asset Management LLC29,030$4.55M1.0%+414.5%0.300%
10/13/2023 McKinley Carter Wealth Services Inc.33,153$5.20M0.4%+289.6%0.342%
10/13/2023 PFG Advisors6,583$1.03M0.1%+194.0%0.068%
10/11/2023 Geneos Wealth Management Inc.6,300$988K0.1%+400.0%0.065%
10/11/2023 Maltin Wealth Management Inc.45,917$7.20M4.8%+412.6%0.474%
8/25/2023 Strategy Asset Managers LLC3,748$608K0.1%-11.1%0.039%
8/14/2023Asset Management Group Inc.2,622$425K0.1%-2.7%0.027%
8/10/2023 Private 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%
8/3/2023 WNY Asset Management LLC4,168$676K0.1%-20.8%0.043%
8/3/2023 McKinley Carter Wealth Services Inc.8,509$1.38M0.1%-3.5%0.088%
8/3/2023 Oppenheimer Asset Management Inc.41,447$6.73M0.1%-1.2%0.428%
8/1/2023 Merit Financial Group LLC2,108$342K0.0%N/A0.022%
7/31/2023LPL Financial LLC63,103$10.24M0.0%-13.9%0.652%
7/28/2023 Key Financial Inc602$98K0.0%N/A0.028%
7/28/2023First Republic Investment Management Inc.21,218$3.44M0.0%-63.1%0.996%
7/26/2023 First Heartland Consultants Inc.1,540$250K0.0%N/A0.072%
7/25/2023 Raymond James Financial Services Advisors Inc.15,209$2.47M0.0%+139.1%0.714%
7/25/2023 Raymond James & Associates3,712$602K0.0%-57.8%0.174%
7/21/2023Capital Wealth Alliance LLC4,952$804K0.6%+24.8%0.232%
7/21/2023 Friedenthal Financial18,064$2.93M2.0%+5.1%0.848%
7/20/2023 PFG Advisors2,239$363K0.0%N/A0.105%
7/17/2023 Bridge Advisory LLC9,104$1.48M0.5%-1.3%0.427%
7/13/2023 Walker Asset Management LLC2,016$327K0.3%-3.5%0.095%
7/13/2023 Cambridge Investment Research Advisors Inc.3,801$617K0.0%+6.0%0.178%
7/12/2023 Pacific 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%
5/11/2023 Meitav Investment House Ltd.9,153$1.48M0.0%-1.3%0.430%
5/10/2023 Oppenheimer Asset Management Inc.41,947$6.83M0.1%+0.9%1.969%
5/10/2023 Oppenheimer & Co. Inc.2,991$487K0.0%N/A0.140%
5/10/2023 Private 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%
5/5/2023 Moisand 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%
5/2/2023 Strategy Asset Managers LLC4,217$686K0.2%+3.1%0.198%
5/2/2023 WNY Asset Management LLC5,263$857K0.2%-20.1%0.247%
5/2/2023 Friedenthal Financial17,190$2.80M2.0%+5.2%0.807%
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5/1/2023 Csenge 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%
4/28/2023 Schechter Investment Advisors LLC2,792$454K0.0%N/A0.131%
4/28/2023 Strategic Blueprint LLC1,316$214K0.0%N/A0.062%
4/25/2023 Creative Financial Designs Inc. ADV1,358$221K0.0%+25.6%0.064%
4/25/2023 Geneos Wealth Management Inc.1,510$246K0.0%-5.6%0.071%
4/25/2023 Peak Financial Management Inc.8,680$1.41M0.5%-3.8%0.408%
4/25/2023 McKinley Carter Wealth Services Inc.8,822$1.44M0.1%-7.3%0.414%
4/20/2023 Maltin Wealth Management Inc.8,749$1.42M1.0%+7.0%0.411%
(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, 115 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), Bank of America Corp DE ($24.66M), Oppenheimer Asset Management Inc. ($24.53M), Empowered Funds LLC ($22.91M), and Miller Investment Management LP ($18.82M).Learn more on RTM's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Equal Weight Materials ETF stock?

Of the 100 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. ($1.13M), Avantax Advisory Services Inc. ($252.09K), 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 3,327,020 shares in the last 24 months. This purchase volume represents approximately $193.14M in transactions.

Which Invesco S&P 500 Equal Weight Materials ETF major shareholders have been selling company stock?

Of the 51 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), Bowman & Co S.C. ($27.18K), and Cambridge Investment Research Advisors Inc. ($22.13K).

How much institutional selling is happening at Invesco S&P 500 Equal Weight Materials ETF?

Institutional investors have sold a total of 484,144 shares in the last 24 months. This volume of shares sold represents approximately $75.68M in transactions.


This page (NYSEARCA:RTM) was last updated on 5/9/2024 by MarketBeat.com Staff

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