Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 5.82 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,633,447
shares
|
$177 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
604,291
shares
|
$29.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
214,896
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
160,823
shares
|
$7.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
139,044
shares
|
$6.76 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
133,321
shares
|
$6.48 Million
1.34% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
117,746
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
80,937
shares
|
$3.93 Million
1.34% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
57,242
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
47,397
shares
|
$2.3 Million
1.99% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
42,553
shares
|
$2.07 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
36,931
shares
|
$1.79 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
33,804
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
32,533
shares
|
$1.58 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
28,883
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.32 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,450
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
22,687
shares
|
$1.1 Million
0.37% of portfolio
|
Q3 2024
Added 151.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,379
shares
|
$941,625
0.0% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
19,375
shares
|
$941,431
0.0% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,804
shares
|
$913,686
0.0% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,787
shares
|
$912,860
0.0% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
16,569
shares
|
$805,087
0.9% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$796,827
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
15,189
shares
|
$738,033
0.0% of portfolio
|
Q3 2024
Added 12.77%
|