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Disclosery

RZV INVESCO EXCHANGE TRADED FD T

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ETF (fund)

62 managers (62 13F filers) reported a position in RZV shares at 2025-03-31, 1,027,867 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
1
Added
19
Reduced
27
Sold out
7
Shares held by filers
1,027,867

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Systematic Alpha Investments, LLC306,488$30.3M1.16%013F-HRTimeline
LPL Financial LLC96,065$9.5M<0.01%-6,20813F-HRTimeline
AllSquare Wealth Management LLC69,150$6.84M4.06%-2,76413F-HRTimeline
Armbruster Capital Management, Inc.67,621$6.68M1.33%-1,93213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …55,397$5.48M0.15%-5313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,335$3.79M<0.01%+5,60813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,298$3.79M<0.01%-3,57313F-HRTimelineGroup
THEORY FINANCIAL LLC31,003$3.06M1.29%+1,21113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,869$2.16M<0.01%-189,83913F-HRTimelineGroup
Merit Financial Group, LLC19,783$1.96M0.03%-3,52013F-HRTimeline
UBS Group AGin group UBS Group AG18,459$1.82M<0.01%-2,25613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,791$1.66M<0.01%-1,74513F-HRTimelineGroup
Twelve Points Wealth Management LLC16,573$1.64M0.44%+63413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,500$1.63M<0.01%+10,20013F-HRTimelineGroup
NTV Asset Management LLC15,146$1.5M0.2%-1,09513F-HRTimeline
IMC-Chicago, LLC15,073$1.49M0.06%+1,93513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,971$1.38M<0.01%+63713F-HR/ATimelineGroup
IHT Wealth Management, LLC12,240$1.21M0.04%+8,46013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,998$1.19M<0.01%-29613F-HRTimeline
Smallwood Wealth Investment Management,…11,298$1.12M0.7%+2,02713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,745$1.06M<0.01%+75213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,282$1.02M<0.01%+19513F-HR/ATimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,383$928K0.01%+3,90513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,083$898K<0.01%+2,50513F-HRTimelineGroup
Lester Murray Antman dba SimplyRich8,622$852K0.25%+713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,782$769K0.01%-59613F-HRTimelineGroup
Ayalon Insurance Comp Ltd.7,023$694K0.22%013F-HRTimeline
Cetera Investment Advisers6,371$630K<0.01%-17313F-HRTimeline
American Institute for Advanced Investm…6,053$598K0.46%-37213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,868$580K<0.01%-3,97013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,462$540K<0.01%-15813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,406$436K<0.01%-6513F-HRTimeline
Creative Planningin group Creative Planning4,272$422K<0.01%+1813F-HRTimelineGroup
Innova Wealth Partners4,028$398K0.25%+79813F-HRTimeline
IFP Advisors, Inc4,023$398K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,858$381K<0.01%+20413F-HRTimeline
Cambridge Investment Research Advisors,…3,538$350K<0.01%-24613F-HRTimeline
Janney Montgomery Scott LLC3,278$324K<0.01%+9213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,259$322K<0.01%-113F-HRTimelineGroup
Choate Investment Advisors2,750$272K0.01%013F-HRTimeline
Matrix Trust Co2,634$260K0.04%+84213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,353$233K<0.01%-2,81513F-HRTimelineGroup
HighTower Advisors, LLC2,280$225K<0.01%+1113F-HRTimeline
Focus Financial Network, Inc.2,120$210K0.01%-2913F-HRTimeline
CWM, LLCin group CWM, LLC1,875$185K<0.01%-20413F-HRTimelineGroup
Allworth Financial LP1,200$110K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC781$77K0.01%-30813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP520$51.3K<0.01%-213F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA458$45.3K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC275$30.6K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners276$27.3K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc180$20K0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$19.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC175$17.3K<0.01%-2713F-HRTimelineGroup
Bristlecone Advisors, LLC100$9.88K<0.01%013F-HRTimeline
AE Wealth Management LLC93$9.19K<0.01%-213F-HRTimeline
Farther Finance Advisors, LLC74$7.29K<0.01%-19513F-HRTimeline
CBIZ Investment Advisory Services, LLC67$6.63K<0.01%013F-HR/ATimeline
NorthRock Partners, LLC45$4.45K<0.01%013F-HRTimeline
NewEdge Advisors, LLC15$1.48K<0.01%013F-HRTimeline
Transce3nd, LLC2$198<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.