Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 6.13 Million shares, which have been reported (via 13F filing form) to have a value of $296 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
19,219
shares
|
$927,124
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,892
shares
|
$911,350
0.0% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
17,276
shares
|
$833,394
0.15% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
16,569
shares
|
$799,288
0.7% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$791,087
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,108
shares
|
$777,049
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
16,086
shares
|
$775,988
0.0% of portfolio
|
Q1 2025
Added 245.34%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
16,037
shares
|
$773,624
0.52% of portfolio
|
Q1 2025
Added 12729.6%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
13,802
shares
|
$665,808
0.24% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,849
shares
|
$619,835
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,007
shares
|
$579,217
0.02% of portfolio
|
Q1 2025
Added 195.67%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
11,713
shares
|
$565,035
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,100
shares
|
$535,464
0.03% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,661
shares
|
$514,286
0.01% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,000
shares
|
$482,400
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
9,858
shares
|
$475,549
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,580
shares
|
$462,139
0.01% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,501
shares
|
$458,328
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,839
shares
|
$426,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
8,823
shares
|
$425,621
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
8,489
shares
|
$409,509
0.12% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
8,306
shares
|
$400,681
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,167
shares
|
$393,976
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,164
shares
|
$393,831
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
7,265
shares
|
$350,463
0.01% of portfolio
|
Q4 2024
Reduced 30.04%
|