Institutional Ownership Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
8,775
shares
|
$856,878
0.09% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,736
shares
|
$853,070
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,221
shares
|
$802,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,144
shares
|
$795,261
0.22% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
7,767
shares
|
$758,447
0.1% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,497
shares
|
$732,082
0.01% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,425
shares
|
$725,051
0.06% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
7,349
shares
|
$717,629
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,129
shares
|
$696,146
0.0% of portfolio
|
Q4 2024
Added 68.53%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,936
shares
|
$677,300
0.01% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,502
shares
|
$634,920
0.0% of portfolio
|
Q4 2024
Added 55.14%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
5,915
shares
|
$577,599
0.29% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,817
shares
|
$568,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$564,807
0.15% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,494
shares
|
$536,489
0.0% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,430
shares
|
$530,239
0.07% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
4,688
shares
|
$457,783
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,633
shares
|
$452,412
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,507
shares
|
$440,108
0.0% of portfolio
|
Q2 2024
Reduced 67.98%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
4,060
shares
|
$396,459
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,929
shares
|
$383,666
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,797
shares
|
$370,777
0.05% of portfolio
|
Q4 2024
Reduced 26.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,681
shares
|
$359,449
0.04% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,651
shares
|
$356,520
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,382
shares
|
$330,252
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|