INVESCO EXCHANGE-TRADED FUND TRUST - RZV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | History | No change | 306,488 | 38,128 | 1.34% | 1.14% | 1 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| LPL Financial LLC | History | Added to | 85,361 | 10,619 | 0.0% | 0.0% | 2 | +14,191 | 19.94% | Q1 2026 | May 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 66,103 | 8,223 | 1.35% | 1.32% | 3 | +181 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 51,863 | 6,451 | 0.13% | 0.17% | 4 | -22,116 | -29.89% | Q1 2026 | Apr 14, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 37,781 | 4,700 | 1.65% | 1.23% | 5 | +9,462 | 33.41% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 37,684 | 4,688 | 0.0% | — | 6 | +37,684 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 32,305 | 4,018 | 0.0% | 0.0% | 7 | -1,057 | -3.17% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,677 | 2,572 | 0.0% | 0.0% | 8 | +10,717 | 107.6% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 19,441 | 2,418 | 0.0% | 0.0% | 9 | +762 | 4.08% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,402 | 2,164 | 0.0% | 0.0% | 10 | +4,808 | 38.18% | Q1 2026 | Apr 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 15,794 | 1,964 | 1.04% | 0.96% | 11 | +355 | 2.3% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,682 | 1,702 | 0.01% | 0.01% | 12 | -1,188 | -7.99% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 13,329 | 1,658 | 0.0% | 0.0% | 13 | +7,742 | 138.57% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 12,450 | 1,548 | 0.17% | 0.16% | 14 | -200 | -1.58% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 12,314 | 1,531 | 0.0% | 0.0% | 15 | +180 | 1.48% | Q1 2026 | May 05, 2026 |
| Innova Wealth Partners | History | Added to | 11,209 | 1,394 | 0.66% | 0.47% | 16 | +3,389 | 43.34% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,489 | 1,304 | 0.0% | 0.0% | 17 | -38 | -0.36% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,647 | 1,200 | 0.0% | 0.0% | 18 | -16 | -0.17% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,425 | 1,048 | 0.01% | 0.01% | 19 | -67 | -0.79% | Q1 2026 | Apr 28, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 8,363 | 1,040 | 0.27% | 0.26% | 20 | -158 | -1.85% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,975 | 992 | 0.0% | 0.0% | 21 | +3,157 | 65.53% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 7,832 | 974 | 0.0% | 0.0% | 22 | +3,208 | 69.38% | Q1 2026 | May 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 7,149 | 889 | 0.09% | 0.18% | 23 | -922 | -11.42% | Q1 2026 | Apr 17, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,023 | 874 | 0.18% | 0.2% | 24 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,215 | 761 | 0.0% | 0.0% | 25 | +3,955 | 175.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,028 | 749 | 0.05% | 0.04% | 26 | +327 | 5.74% | Q1 2026 | Apr 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 5,870 | 730 | 0.47% | 0.44% | 27 | +110 | 1.91% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,521 | 686 | 0.0% | 0.0% | 28 | -8 | -0.14% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 5,465 | 679 | 0.0% | — | 29 | +5,465 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,080 | 631 | 0.0% | 0.0% | 30 | +304 | 6.37% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 4,384 | 545 | 0.0% | 0.0% | 31 | +14 | 0.32% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,203 | 522 | 0.0% | 0.0% | 32 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 3,826 | 476 | 0.1% | 0.11% | 33 | -4 | -0.1% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | No change | 3,523 | 438 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,198 | 397 | 0.01% | 0.01% | 35 | +1,104 | 52.72% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,847 | 354 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Advisory Group LLC | History | No change | 2,709 | 337 | 0.02% | 0.03% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,637 | 328 | 0.0% | 0.0% | 38 | -16,807 | -86.44% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,463 | 306 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Worth Asset Management, LLC | History | Added to | 2,345 | 291 | 0.11% | 0.12% | 40 | +43 | 1.87% | Q1 2026 | Apr 17, 2026 |
| LOM Asset Management Ltd | History | No change | 2,300 | 286 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 2,278 | 283 | 0.0% | — | 42 | +2,278 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,231 | 277 | 0.0% | 0.0% | 43 | +233 | 11.66% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 1,939 | 241 | 0.0% | 0.0% | 44 | -108 | -5.28% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,782 | 221 | 0.0% | 0.0% | 45 | +8 | 0.45% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,737 | 216 | 0.0% | — | 46 | +1,737 | New | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,697 | 211 | 0.0% | 0.0% | 47 | -107 | -5.93% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 1,200 | 149 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,094 | 136 | 0.0% | 0.0% | 49 | +991 | 962.14% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 650 | 80 | 0.01% | — | 50 | +650 | New | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 458 | 56 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 386 | 47 | 0.0% | 0.0% | 52 | +260 | 206.35% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 277 | 34 | 0.01% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 282 | 33 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 231 | 28 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 222 | 27 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 200 | 24 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 200 | 24 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 200 | 24 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 193 | 23 | 0.0% | 0.0% | 60 | +2 | 1.05% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | New | 138 | 17 | 0.0% | — | 61 | +138 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 128 | 15 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 85 | 10 | 0.0% | — | 63 | +85 | New | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 50 | 6 | 0.0% | — | 64 | +50 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | New | 50 | 6 | 0.0% | — | 65 | +50 | New | Q1 2026 | Jun 02, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,326 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -9,067 | -100.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,593 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,437 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Sankala Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |