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 252 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 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
|
$375 Million
0.16% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,231,920
shares
|
$303 Million
0.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,905,657
shares
|
$273 Million
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,205,003
shares
|
$207 Million
1.25% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,956,141
shares
|
$184 Million
0.02% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,467,672
shares
|
$138 Million
13.16% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,225,300
shares
|
$115 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
569,709
shares
|
$53.5 Million
13.68% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
554,834
shares
|
$52.1 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
|
$50.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
517,836
shares
|
$48.6 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
|
$46.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
398,974
shares
|
$37.4 Million
5.98% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
392,645
shares
|
$36.8 Million
0.06% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
303,110
shares
|
$28.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 25.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
276,350
shares
|
$25.9 Million
0.03% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
267,384
shares
|
$25.1 Million
1.61% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
250,596
shares
|
$23.5 Million
0.24% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
238,227
shares
|
$22.4 Million
0.05% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
221,285
shares
|
$20.8 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
218,190
shares
|
$20.5 Million
0.02% of portfolio
|
Q4 2024
Added 115.68%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
215,550
shares
|
$20.2 Million
6.17% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
190,439
shares
|
$17.9 Million
0.03% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
181,432
shares
|
$17 Million
5.31% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
180,540
shares
|
$16.9 Million
0.27% of portfolio
|
Q1 2025
Added 7.97%
|