Institutional Ownership Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,997,747
shares
|
$388 Million
0.16% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,231,920
shares
|
$314 Million
0.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,905,657
shares
|
$282 Million
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,211,381
shares
|
$215 Million
1.26% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,956,141
shares
|
$190 Million
0.02% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
1,570,573
shares
|
$152 Million
14.35% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,225,300
shares
|
$119 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
569,709
shares
|
$55.3 Million
13.68% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
554,834
shares
|
$53.9 Million
0.01% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
538,235
shares
|
$52.2 Million
0.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
517,836
shares
|
$50.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
495,981
shares
|
$48.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
392,645
shares
|
$38.1 Million
0.06% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
385,849
shares
|
$37.5 Million
6.19% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
303,110
shares
|
$29.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 25.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
276,350
shares
|
$26.8 Million
0.03% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
267,384
shares
|
$26 Million
1.61% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
250,596
shares
|
$24.3 Million
0.24% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
238,227
shares
|
$23.1 Million
0.05% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
221,285
shares
|
$21.5 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
218,190
shares
|
$21.2 Million
0.02% of portfolio
|
Q4 2024
Added 115.68%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
215,550
shares
|
$20.9 Million
6.17% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
190,439
shares
|
$18.5 Million
0.03% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
180,540
shares
|
$17.5 Million
0.27% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
175,942
shares
|
$17.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.5%
|