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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
28,269
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
27,895
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
26,680
shares
|
$1.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
25,526
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,021
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.11%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
24,567
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
24,306
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
24,150
shares
|
$1.15 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
23,982
shares
|
$1.14 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
23,185
shares
|
$1.11 Million
0.48% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
23,080
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 65.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,287
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
21,753
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.3%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
21,428
shares
|
$1.02 Million
0.78% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
21,069
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
20,845
shares
|
$995,140
0.0% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20,830
shares
|
$994,424
0.02% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
19,841
shares
|
$947,209
0.43% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
19,683
shares
|
$939,666
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
19,243
shares
|
$918,660
0.01% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,207
shares
|
$916,942
0.0% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
18,935
shares
|
$903,956
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
18,861
shares
|
$900,424
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
18,805
shares
|
$897,750
0.04% of portfolio
|
Q2 2025
Reduced 21.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
18,804
shares
|
$897,702
0.03% of portfolio
|
Q2 2025
Added 13.43%
|