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 | 45,685 | 1.23% | 1.23% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 86,782 | 12,042 | 0.0% | 0.0% | 2 | +9,200 | 11.86% | Q3 2026 | Nov 06, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 62,865 | 8,723 | 1.31% | 1.42% | 3 | -897 | -1.41% | Q3 2026 | Oct 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 52,342 | 7,263 | 0.12% | 0.15% | 4 | +1 | 0.0% | Q3 2026 | Oct 21, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 44,862 | 6,225 | 1.98% | 1.87% | 5 | +5,083 | 12.78% | Q3 2026 | Nov 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,792 | 5,633 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 32,045 | 4,776 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 22,233 | 3,314 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 22,243 | 3,086 | 1.3% | 1.09% | 9 | +5,479 | 32.68% | Q3 2026 | Oct 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,642 | 3,077 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,383 | 2,412 | 0.0% | 0.0% | 11 | -572 | -3.19% | Q3 2026 | Nov 02, 2026 |
| Innova Wealth Partners | History | Added to | 14,979 | 2,078 | 0.81% | 0.88% | 12 | +614 | 4.27% | Q3 2026 | Oct 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,498 | 1,873 | 0.01% | 0.01% | 13 | -77 | -0.57% | Q3 2026 | Nov 06, 2026 |
| UBS Group AG | History | No change | 11,595 | 1,728 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,518 | 1,567 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 11,200 | 1,554 | 0.14% | 0.17% | 16 | -250 | -2.18% | Q3 2026 | Oct 23, 2026 |
| Cetera Investment Advisers | History | No change | 9,955 | 1,483 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,394 | 1,400 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,114 | 1,359 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,937 | 1,332 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 8,500 | 1,267 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,863 | 1,172 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,191 | 1,074 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 7,558 | 1,048 | 0.24% | 0.26% | 24 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,023 | 975 | 0.08% | 0.13% | 25 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 6,882 | 955 | 0.08% | 0.09% | 26 | -94 | -1.35% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,903 | 819 | 0.04% | 0.05% | 27 | -13 | -0.22% | Q3 2026 | Oct 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,465 | 814 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 5,820 | 807 | 0.47% | 0.5% | 29 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,263 | 784 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,105 | 761 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,805 | 716 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 4,717 | 654 | 0.0% | 0.0% | 33 | +13 | 0.28% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,013 | 598 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,401 | 506 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 3,391 | 488 | 0.09% | 0.11% | 37 | -366 | -9.74% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | No change | 3,523 | 488 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LOM Asset Management Ltd | History | No change | 2,800 | 417 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisory Group LLC | History | No change | 2,709 | 375 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,290 | 341 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,824 | 271 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,800 | 268 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,789 | 266 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 1,908 | 264 | 0.01% | 0.01% | 44 | -131 | -6.42% | Q3 2026 | Oct 14, 2026 |
| HRT FINANCIAL LP | History | No change | 1,507 | 224 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,502 | 223 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,449 | 201 | 0.0% | 0.0% | 47 | -1,398 | -49.1% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 1,200 | 178 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,094 | 163 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 984 | 146 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 1,015 | 140 | 0.0% | 0.01% | 51 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 772 | 107 | 0.01% | 0.03% | 52 | -1,008 | -56.63% | Q3 2026 | Oct 28, 2026 |
| BlackRock, Inc. | History | No change | 350 | 52 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 282 | 42 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 277 | 41 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 274 | 40 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 276 | 38 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 222 | 30 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 200 | 29 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 201 | 27 | 0.01% | 0.01% | 61 | +1 | 0.5% | Q3 2026 | Nov 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 200 | 27 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 176 | 24 | 0.0% | — | 62 | +176 | New | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 168 | 23 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 160 | 22 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 49 | 7 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 15 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,382 | -100.0% | Q3 2026 | Oct 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,410 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Purus Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,394 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Sankala Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |