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 124 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $484 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,200
shares
|
$947,140
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
8,775
shares
|
$903,386
0.09% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,736
shares
|
$899,371
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,221
shares
|
$846,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,144
shares
|
$838,424
0.22% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
7,767
shares
|
$799,612
0.1% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,497
shares
|
$771,816
0.01% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,425
shares
|
$764,403
0.06% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
7,349
shares
|
$756,579
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,129
shares
|
$733,930
0.0% of portfolio
|
Q4 2024
Added 68.53%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,936
shares
|
$714,061
0.01% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,502
shares
|
$669,380
0.0% of portfolio
|
Q4 2024
Added 55.14%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
5,885
shares
|
$605,860
0.28% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,817
shares
|
$598,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$595,462
0.15% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,494
shares
|
$565,607
0.0% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
4,688
shares
|
$482,629
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,633
shares
|
$476,967
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,507
shares
|
$463,995
0.0% of portfolio
|
Q2 2024
Reduced 67.98%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,235
shares
|
$435,993
0.05% of portfolio
|
Q4 2024
Added 49.65%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
4,048
shares
|
$416,741
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,929
shares
|
$404,490
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,797
shares
|
$390,901
0.05% of portfolio
|
Q4 2024
Reduced 26.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,681
shares
|
$378,958
0.04% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,651
shares
|
$375,870
0.02% of portfolio
|
Q4 2024
Added 0.05%
|