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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
8,425
shares
|
$402,209
0.19% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
7,851
shares
|
$374,806
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,847
shares
|
$374,615
0.0% of portfolio
|
Q2 2025
Added 22.42%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$358,050
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,487
shares
|
$357,429
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
7,312
shares
|
$349,074
0.27% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,206
shares
|
$344,014
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,092
shares
|
$338,572
0.09% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
7,065
shares
|
$337,283
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
|
$329,835
0.11% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,825
shares
|
$325,825
0.0% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,820
shares
|
$325,586
0.03% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
6,731
shares
|
$321,337
0.18% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
6,700
shares
|
$319,858
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
6,686
shares
|
$319,189
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,673
shares
|
$318,569
0.01% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
6,412
shares
|
$306,108
0.07% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
6,365
shares
|
$303,865
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
6,230
shares
|
$297,420
0.13% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,877
shares
|
$280,567
0.01% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,850
shares
|
$279,279
0.02% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
5,591
shares
|
$266,914
0.06% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,540
shares
|
$264,479
0.0% of portfolio
|
Q2 2025
Reduced 42.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,297
shares
|
$252,878
0.0% of portfolio
|
Q2 2025
Reduced 74.66%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,269
shares
|
$251,542
0.0% of portfolio
|
Q3 2025
Added 0.3%
|