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 210 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 $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
140,540
shares
|
$5.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
139,009
shares
|
$5.66 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
128,773
shares
|
$5.24 Million
0.85% of portfolio
|
Q4 2024
Added 161.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
115,839
shares
|
$4.71 Million
0.07% of portfolio
|
Q4 2024
Added 137.65%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
107,253
shares
|
$4.36 Million
0.1% of portfolio
|
Q4 2024
Added 228.62%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
107,208
shares
|
$4.36 Million
3.17% of portfolio
|
Q4 2024
Added 229.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
107,185
shares
|
$4.36 Million
0.15% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
106,120
shares
|
$4.32 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
102,715
shares
|
$4.18 Million
4.29% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
96,604
shares
|
$3.93 Million
0.0% of portfolio
|
Q4 2024
Added 52.32%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
86,026
shares
|
$3.5 Million
5.3% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
85,372
shares
|
$3.47 Million
0.77% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
85,064
shares
|
$3.46 Million
0.13% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
84,611
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
80,941
shares
|
$3.29 Million
0.27% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
78,648
shares
|
$3.2 Million
0.39% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
68,588
shares
|
$2.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
67,542
shares
|
$2.75 Million
0.18% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
63,748
shares
|
$2.59 Million
0.02% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
63,063
shares
|
$2.57 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
60,000
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2022
Reduced 55.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
59,675
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 57.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
58,890
shares
|
$2.4 Million
0.06% of portfolio
|
Q1 2024
Added 4.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
54,416
shares
|
$2.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
54,325
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
New holding
|