Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 6.14 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,586,624
shares
|
$165 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
644,411
shares
|
$29.6 Million
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
224,963
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
154,648
shares
|
$7.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
125,823
shares
|
$5.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
120,669
shares
|
$5.54 Million
0.0% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100,312
shares
|
$4.61 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
98,149
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2025
Added 1045.53%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
96,509
shares
|
$4.43 Million
1.03% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
79,291
shares
|
$3.64 Million
1.2% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
67,236
shares
|
$3.09 Million
0.09% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
46,487
shares
|
$2.13 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
43,417
shares
|
$1.99 Million
0.27% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
37,844
shares
|
$1.74 Million
0.74% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
37,006
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
36,184
shares
|
$1.66 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.25 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
27,006
shares
|
$1.24 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
24,815
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,073
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,585
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
22,530
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
May 12, 2025 Q1 2025 |
20,552
shares
|
$943,747
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
19,926
shares
|
$915,001
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
19,725
shares
|
$905,772
0.32% of portfolio
|
Q4 2024
Reduced 13.06%
|