Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 6.03 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,633,447
shares
|
$181 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
604,291
shares
|
$30.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
214,896
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
160,823
shares
|
$8.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
139,044
shares
|
$6.95 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
130,416
shares
|
$6.51 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
117,746
shares
|
$5.88 Million
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
111,770
shares
|
$5.58 Million
0.16% of portfolio
|
Q4 2024
Reduced 84.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
85,768
shares
|
$4.28 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
80,937
shares
|
$4.04 Million
1.34% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
56,836
shares
|
$2.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
47,896
shares
|
$2.39 Million
1.82% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
42,553
shares
|
$2.13 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
37,733
shares
|
$1.88 Million
0.76% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
33,804
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
29,632
shares
|
$1.48 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
28,883
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.36 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,450
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
20,552
shares
|
$1.03 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
19,725
shares
|
$985,263
0.32% of portfolio
|
Q4 2024
Reduced 13.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,379
shares
|
$967,981
0.0% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
19,375
shares
|
$967,781
0.0% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,804
shares
|
$939,259
0.0% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,787
shares
|
$938,410
0.0% of portfolio
|
Q3 2024
Reduced 5.96%
|