Institutional Ownership Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ). We have compiled data on the 209 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,102,472
shares
|
$140 Million
0.06% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,293,895
shares
|
$103 Million
0.01% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,143,693
shares
|
$96.6 Million
0.03% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,488,835
shares
|
$67.1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,364,167
shares
|
$61.5 Million
5.71% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,291,703
shares
|
$58.2 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,046,759
shares
|
$47.2 Million
0.0% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
701,574
shares
|
$31.6 Million
0.05% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
587,436
shares
|
$26.5 Million
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
536,694
shares
|
$24.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
517,862
shares
|
$23.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
494,814
shares
|
$22.3 Million
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
369,989
shares
|
$16.7 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
348,534
shares
|
$15.7 Million
10.17% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
329,438
shares
|
$14.8 Million
2.3% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
328,767
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
315,442
shares
|
$14.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
304,218
shares
|
$13.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
240,210
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
219,992
shares
|
$9.91 Million
5.44% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
214,411
shares
|
$9.66 Million
0.29% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
185,953
shares
|
$8.38 Million
4.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
180,821
shares
|
$8.15 Million
0.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
178,206
shares
|
$8.03 Million
0.01% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
171,578
shares
|
$7.73 Million
0.03% of portfolio
|
Q4 2024
Added 5.78%
|