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 |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
7,851
shares
|
$346,778
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,847
shares
|
$346,601
0.0% of portfolio
|
Q2 2025
Added 22.42%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$331,275
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,487
shares
|
$330,700
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
7,312
shares
|
$322,971
0.27% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,206
shares
|
$318,289
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,092
shares
|
$313,253
0.09% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
7,065
shares
|
$312,061
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
6,909
shares
|
$305,170
0.11% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,825
shares
|
$301,460
0.0% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,820
shares
|
$301,239
0.03% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
6,731
shares
|
$297,308
0.18% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
6,700
shares
|
$295,939
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
6,686
shares
|
$295,320
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,673
shares
|
$294,746
0.01% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,602
shares
|
$291,610
0.08% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
6,514
shares
|
$287,723
0.02% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
6,230
shares
|
$275,179
0.13% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,877
shares
|
$259,587
0.01% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,850
shares
|
$258,394
0.02% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,591
shares
|
$246,954
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,540
shares
|
$244,701
0.0% of portfolio
|
Q2 2025
Reduced 42.44%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
5,533
shares
|
$244,392
0.07% of portfolio
|
Q2 2025
Reduced 89.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,297
shares
|
$233,968
0.0% of portfolio
|
Q2 2025
Reduced 74.66%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,253
shares
|
$232,025
0.0% of portfolio
|
Q2 2025
Added 3.94%
|