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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
4,950
shares
|
$240,520
0.02% of portfolio
|
Q3 2024
Reduced 74.52%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,946
shares
|
$240,326
0.0% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,894
shares
|
$237,799
0.0% of portfolio
|
Q3 2024
Reduced 37.26%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,209
shares
|
$204,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
4,192
shares
|
$203,689
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,155
shares
|
$201,891
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,149
shares
|
$201,599
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,083
shares
|
$149,802
0.0% of portfolio
|
Q3 2024
Reduced 58.85%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,866
shares
|
$139,258
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,723
shares
|
$132,310
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$121,475
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,400
shares
|
$68,026
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,216
shares
|
$59,085
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,056
shares
|
$51,311
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$48,590
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
982
shares
|
$47,715
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
752
shares
|
$36,539
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
532
shares
|
$25,849
0.0% of portfolio
|
Q3 2022
Reduced 46.8%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$24,295
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
426
shares
|
$20,699
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
337
shares
|
$16,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
300
shares
|
$14,577
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$10,544
0.0% of portfolio
|
Q1 2020
Added 23.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
205
shares
|
$9,960
0.0% of portfolio
|
Q3 2024
Added 118.09%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
140
shares
|
$6,802
0.0% of portfolio
|
Q2 2024
Reduced 14.63%
|