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 190 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,909,738
shares
|
$143 Million
0.06% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,224,849
shares
|
$109 Million
0.01% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,902,582
shares
|
$93.4 Million
0.02% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
1,330,696
shares
|
$65.3 Million
5.62% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,291,703
shares
|
$63.4 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
949,389
shares
|
$46.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
644,831
shares
|
$31.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
606,518
shares
|
$29.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
578,786
shares
|
$28.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
522,392
shares
|
$25.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
486,528
shares
|
$23.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
378,271
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
348,743
shares
|
$17.1 Million
11.7% of portfolio
|
Q3 2024
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
348,534
shares
|
$17.1 Million
10.17% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
316,978
shares
|
$15.6 Million
0.36% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
311,738
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
272,706
shares
|
$13.4 Million
2.06% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
240,210
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
226,831
shares
|
$11.1 Million
5.63% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
214,411
shares
|
$10.5 Million
0.29% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
180,820
shares
|
$8.87 Million
0.02% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
174,028
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
173,823
shares
|
$8.53 Million
4.58% of portfolio
|
Q3 2024
Added 75.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
163,106
shares
|
$8.01 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
162,196
shares
|
$7.96 Million
0.03% of portfolio
|
Q3 2024
Added 32.83%
|