Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 7.44 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
8,360
shares
|
$415,993
0.07% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,316
shares
|
$413,804
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,167
shares
|
$406,389
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
7,769
shares
|
$386,585
0.14% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
7,265
shares
|
$361,506
0.01% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,174
shares
|
$356,978
0.32% of portfolio
|
Q2 2025
Reduced 27.23%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
6,373
shares
|
$317,120
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,338
shares
|
$315,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$311,547
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,172
shares
|
$307,118
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,857
shares
|
$291,444
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,831
shares
|
$290,150
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,325
shares
|
$264,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,243
shares
|
$260,891
0.0% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
5,200
shares
|
$258,752
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,184
shares
|
$257,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,151
shares
|
$256,313
0.0% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
5,093
shares
|
$253,427
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,946
shares
|
$246,112
0.0% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,414
shares
|
$219,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
4,386
shares
|
$218,247
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,120
shares
|
$205,011
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,317
shares
|
$165,053
0.0% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,221
shares
|
$160,276
0.14% of portfolio
|
Q4 2024
Reduced 43.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,151
shares
|
$156,793
0.0% of portfolio
|
Q2 2025
Added 9.94%
|