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 204 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $997 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
131,049
shares
|
$6.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
123,935
shares
|
$5.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
121,751
shares
|
$5.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
115,557
shares
|
$5.52 Million
3.86% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
107,208
shares
|
$5.12 Million
3.17% of portfolio
|
Q4 2024
Added 229.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
106,522
shares
|
$5.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
104,019
shares
|
$4.97 Million
0.0% of portfolio
|
Q2 2025
Added 161.35%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
101,912
shares
|
$4.87 Million
0.13% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
95,281
shares
|
$4.55 Million
1.7% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
85,378
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
76,515
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
76,246
shares
|
$3.64 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
76,111
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 846.18%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,213
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
74,073
shares
|
$3.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
62,493
shares
|
$2.98 Million
3.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
60,002
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
58,890
shares
|
$2.81 Million
0.06% of portfolio
|
Q1 2024
Added 4.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
52,502
shares
|
$2.51 Million
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
51,954
shares
|
$2.48 Million
0.1% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
48,118
shares
|
$2.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,319
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2023
Added 197.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,202
shares
|
$2.25 Million
0.2% of portfolio
|
Q3 2022
Added 92.14%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
46,503
shares
|
$2.22 Million
0.75% of portfolio
|
Q2 2025
Added 30.5%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
46,153
shares
|
$2.2 Million
0.8% of portfolio
|
Q3 2025
New holding
|