Institutional Ownership Invesco Exchange Traded Fd Tr (RDIV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RDIV). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 6.12 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,170,443
shares
|
$57.8 Million
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
708,949
shares
|
$35 Million
3.89% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
541,988
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
530,997
shares
|
$26.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
281,700
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
230,096
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
201,983
shares
|
$9.97 Million
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,241
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,280
shares
|
$5.79 Million
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
114,294
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
104,138
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
101,720
shares
|
$5.02 Million
0.7% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
100,711
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2024
Added 33.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93,958
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
93,235
shares
|
$4.6 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
91,720
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
78,691
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
59,156
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 83.21%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
57,969
shares
|
$2.86 Million
0.42% of portfolio
|
Q4 2024
Added 155.82%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
51,523
shares
|
$2.54 Million
0.49% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
50,559
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
48,439
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
40,835
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
39,315
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
38,443
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Added 647.63%
|