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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,099
shares
|
$225,222
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,997
shares
|
$220,717
0.02% of portfolio
|
Q2 2025
Reduced 61.23%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
4,992
shares
|
$220,496
0.05% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,910
shares
|
$216,874
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,867
shares
|
$214,975
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,754
shares
|
$209,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,704
shares
|
$207,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,662
shares
|
$205,920
0.03% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,644
shares
|
$205,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,914
shares
|
$172,881
0.1% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
3,567
shares
|
$157,554
0.0% of portfolio
|
Q1 2025
Added 34.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,454
shares
|
$152,563
0.01% of portfolio
|
Q2 2020
Closed
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3,270
shares
|
$144,435
0.08% of portfolio
|
Q2 2025
Reduced 88.58%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,167
shares
|
$139,886
0.24% of portfolio
|
Q1 2023
Added 29.95%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,094
shares
|
$136,661
0.01% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$132,510
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,283
shares
|
$100,840
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,217
shares
|
$97,924
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,100
shares
|
$92,757
0.07% of portfolio
|
Q2 2025
Added 481.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,055
shares
|
$90,769
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,948
shares
|
$86,043
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,929
shares
|
$85,203
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,864
shares
|
$82,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,254
shares
|
$55,389
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
922
shares
|
$40,724
0.0% of portfolio
|
Q1 2025
Reduced 28.64%
|