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 |
|---|---|---|---|---|---|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,010
shares
|
$239,177
0.14% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,997
shares
|
$238,556
0.02% of portfolio
|
Q2 2025
Reduced 61.23%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,867
shares
|
$232,350
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,754
shares
|
$226,955
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,704
shares
|
$224,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,662
shares
|
$222,563
0.03% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,644
shares
|
$221,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,486
shares
|
$214,161
0.0% of portfolio
|
Q3 2025
Added 2721.38%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,914
shares
|
$186,854
0.1% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,816
shares
|
$182,175
0.13% of portfolio
|
Q3 2025
Added 81.71%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
3,567
shares
|
$170,288
0.0% of portfolio
|
Q1 2025
Added 34.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,454
shares
|
$164,893
0.01% of portfolio
|
Q2 2020
Closed
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3,270
shares
|
$156,109
0.08% of portfolio
|
Q2 2025
Reduced 88.58%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,167
shares
|
$151,192
0.24% of portfolio
|
Q1 2023
Added 29.95%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$143,220
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,420
shares
|
$115,530
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,283
shares
|
$108,990
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,217
shares
|
$105,839
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,207
shares
|
$105,362
0.0% of portfolio
|
Q3 2025
Added 171.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,055
shares
|
$98,105
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,948
shares
|
$92,997
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,864
shares
|
$88,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,429
shares
|
$68,220
0.02% of portfolio
|
Q3 2025
Reduced 25.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,254
shares
|
$59,865
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
922
shares
|
$44,016
0.0% of portfolio
|
Q1 2025
Reduced 28.64%
|