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 287 institutions that hold shares in the stock, with a total of 40.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
43,230
shares
|
$4.74 Million
0.1% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
43,024
shares
|
$4.72 Million
1.37% of portfolio
|
Q2 2025
Added 39.85%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
41,305
shares
|
$4.53 Million
0.44% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
40,196
shares
|
$4.41 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
39,644
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2025
Added 212.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
39,136
shares
|
$4.29 Million
0.22% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
39,077
shares
|
$4.29 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
39,040
shares
|
$4.28 Million
0.26% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
36,066
shares
|
$3.96 Million
0.03% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
34,712
shares
|
$3.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
33,123
shares
|
$3.63 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
33,105
shares
|
$3.63 Million
3.28% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
32,220
shares
|
$3.54 Million
0.24% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,804
shares
|
$3.38 Million
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
30,541
shares
|
$3.35 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
30,429
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
28,072
shares
|
$3.08 Million
1.67% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
26,246
shares
|
$2.88 Million
0.2% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
25,298
shares
|
$2.78 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
24,244
shares
|
$2.66 Million
0.77% of portfolio
|
Q3 2025
Reduced 80.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
23,837
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
22,733
shares
|
$2.49 Million
0.29% of portfolio
|
Q2 2025
Added 38.79%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
22,723
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
22,624
shares
|
$2.48 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
22,561
shares
|
$2.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|