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 207 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $933 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
44,815
shares
|
$1.98 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
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
40,164
shares
|
$1.77 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
39,392
shares
|
$1.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
38,883
shares
|
$1.72 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
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
38,542
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
38,162
shares
|
$1.69 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
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
35,797
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
35,047
shares
|
$1.55 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
34,195
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
34,148
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
33,887
shares
|
$1.5 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
|
$1.47 Million
0.41% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
33,049
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,289
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
30,891
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
29,989
shares
|
$1.32 Million
0.37% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
29,601
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
29,217
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
29,181
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,759
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
28,648
shares
|
$1.27 Million
0.66% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
28,569
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.14%
|