Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 6.21 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
3,832,820
shares
|
$171 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
581,114
shares
|
$25.9 Million
0.0% of portfolio
|
Q1 2024
Added 5.94%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
341,303
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2024
Added 7.62%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
239,875
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.18%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
194,910
shares
|
$8.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.56%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
124,993
shares
|
$5.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.7%
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 15, 2024 Q1 2024 |
78,203
shares
|
$3.49 Million
3.97% of portfolio
|
Q1 2024
Reduced 11.63%
|
|
Wintrust Investments LLC
Chicago, IL |
May 09, 2024 Q1 2024 |
52,960
shares
|
$2.36 Million
0.22% of portfolio
|
Q1 2024
Added 28.15%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
46,870
shares
|
$2.09 Million
0.28% of portfolio
|
Q1 2024
Added 0.38%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
42,944
shares
|
$1.92 Million
0.09% of portfolio
|
Q1 2024
Added 18.88%
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2024 Q1 2024 |
38,129
shares
|
$1.7 Million
0.75% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
35,699
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
35,510
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2024
Added 0.69%
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 03, 2024 Q1 2024 |
34,492
shares
|
$1.54 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
29,846
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
Added 376.7%
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.21 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
26,244
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 205.66%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
21,862
shares
|
$976,138
0.0% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
19,917
shares
|
$889,294
0.0% of portfolio
|
Q1 2024
Added 65.11%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
19,363
shares
|
$864,557
0.0% of portfolio
|
Q3 2023
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
18,599
shares
|
$830,445
0.01% of portfolio
|
Q1 2024
Reduced 31.99%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
18,283
shares
|
$816,335
0.01% of portfolio
|
Q1 2024
New holding
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
17,059
shares
|
$761,684
0.19% of portfolio
|
Q1 2024
Added 1.02%
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2024 Q1 2024 |
16,963
shares
|
$757,397
1.28% of portfolio
|
Q1 2024
Reduced 22.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
16,908
shares
|
$754,942
0.0% of portfolio
|
Q1 2024
Reduced 13.94%
|