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 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
3,681,734
shares
|
$178 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
598,550
shares
|
$29 Million
0.0% of portfolio
|
Q2 2024
Added 3.0%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
226,872
shares
|
$11 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
166,305
shares
|
$8.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.68%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
137,365
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2024
Added 7.62%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 12, 2024 Q2 2024 |
124,718
shares
|
$6.05 Million
1.34% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
115,084
shares
|
$5.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
77,991
shares
|
$3.78 Million
1.27% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
54,468
shares
|
$2.64 Million
0.11% of portfolio
|
Q2 2024
Added 26.83%
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
53,685
shares
|
$2.6 Million
0.21% of portfolio
|
Q2 2024
Added 1.37%
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
47,778
shares
|
$2.32 Million
1.62% of portfolio
|
Q2 2024
Added 0.8%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
47,295
shares
|
$2.29 Million
0.27% of portfolio
|
Q2 2024
Added 0.91%
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 18, 2024 Q2 2024 |
37,530
shares
|
$1.82 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
37,506
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
Added 88.31%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
35,696
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 0.52%
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 05, 2024 Q2 2024 |
34,766
shares
|
$1.69 Million
0.35% of portfolio
|
Q2 2024
Added 0.79%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
29,846
shares
|
$1.45 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
|
$1.32 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
20,868
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Added 14.14%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
20,186
shares
|
$978,617
0.0% of portfolio
|
Q2 2024
Added 29.13%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
19,977
shares
|
$968,484
0.0% of portfolio
|
Q2 2024
Reduced 8.62%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
19,429
shares
|
$941,917
0.07% of portfolio
|
Q2 2024
Added 288.04%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
18,544
shares
|
$899,013
0.0% of portfolio
|
Q2 2024
Added 21.54%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
17,306
shares
|
$838,994
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
16,890
shares
|
$818,827
0.44% of portfolio
|
Q2 2024
Reduced 0.99%
|