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 |
|---|---|---|---|---|---|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
14,174
shares
|
$688,714
0.32% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,780
shares
|
$572,390
0.0% of portfolio
|
Q3 2024
Reduced 68.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
11,529
shares
|
$560,194
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,502
shares
|
$558,882
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,385
shares
|
$504,607
0.01% of portfolio
|
Q3 2022
Reduced 95.78%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$485,900
0.16% of portfolio
|
Q1 2021
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,922
shares
|
$482,109
0.0% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,801
shares
|
$476,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
9,535
shares
|
$463,305
0.03% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,816
shares
|
$428,369
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
8,489
shares
|
$412,480
0.14% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
8,284
shares
|
$402,519
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,167
shares
|
$396,834
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,926
shares
|
$385,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,755
shares
|
$376,815
0.0% of portfolio
|
Q3 2024
Reduced 43.39%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
6,755
shares
|
$328,225
0.13% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$304,221
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
6,254
shares
|
$303,881
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,831
shares
|
$283,328
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,653
shares
|
$274,679
0.22% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,273
shares
|
$256,215
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,255
shares
|
$255,340
0.0% of portfolio
|
Q3 2024
Reduced 55.72%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
5,200
shares
|
$252,668
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,151
shares
|
$250,287
0.0% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
5,093
shares
|
$247,468
0.08% of portfolio
|
Q4 2023
New holding
|