Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
16,569
shares
|
$786,530
1.12% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$778,460
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,516
shares
|
$736,544
0.0% of portfolio
|
Q2 2024
Added 21.71%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
14,174
shares
|
$672,839
0.31% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
13,758
shares
|
$653,092
0.0% of portfolio
|
Q2 2024
Reduced 26.03%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
13,698
shares
|
$650,244
0.0% of portfolio
|
Q2 2024
Reduced 18.99%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
13,469
shares
|
$639,373
0.0% of portfolio
|
Q2 2024
Added 2.95%
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
13,184
shares
|
$625,844
0.23% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
11,869
shares
|
$563,421
0.0% of portfolio
|
Q2 2024
Reduced 13.12%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
11,527
shares
|
$547,186
0.03% of portfolio
|
Q2 2024
Reduced 10.99%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
11,467
shares
|
$544,338
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
11,443
shares
|
$543,199
0.04% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
10,385
shares
|
$492,975
0.01% of portfolio
|
Q3 2022
Reduced 95.78%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
10,000
shares
|
$474,700
0.18% of portfolio
|
Q1 2021
New holding
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
9,015
shares
|
$427,942
0.14% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
8,741
shares
|
$414,935
0.0% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
8,683
shares
|
$412,182
0.0% of portfolio
|
Q2 2024
Reduced 10.02%
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
8,274
shares
|
$392,766
0.09% of portfolio
|
Q2 2024
Added 0.11%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
7,800
shares
|
$370,266
0.0% of portfolio
|
Q2 2024
Added 31.67%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
7,492
shares
|
$355,645
0.01% of portfolio
|
Q2 2024
Reduced 19.14%
|
|
Rede Wealth, LLC
|
Aug 02, 2024 Q2 2024 |
6,785
shares
|
$322,083
0.28% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
6,274
shares
|
$297,826
0.09% of portfolio
|
Q2 2024
Added 0.32%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$297,209
0.01% of portfolio
|
Q3 2020
New holding
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
5,831
shares
|
$276,797
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,241
shares
|
$248,790
0.0% of portfolio
|
Q2 2024
Reduced 22.02%
|