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 |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
45,001
shares
|
$2.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
44,815
shares
|
$2.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,655
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
40,164
shares
|
$1.92 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
39,392
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
38,883
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,555
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
38,542
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
38,162
shares
|
$1.82 Million
1.26% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,853
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
35,797
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
35,047
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
34,785
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
34,195
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
33,887
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
33,391
shares
|
$1.59 Million
0.41% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,289
shares
|
$1.49 Million
0.08% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
31,026
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
30,891
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
29,989
shares
|
$1.43 Million
0.37% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
29,601
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
29,217
shares
|
$1.39 Million
0.24% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
29,181
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
28,648
shares
|
$1.37 Million
0.66% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
28,280
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 55.57%
|