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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,774
shares
|
$837,861
0.0% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
16,569
shares
|
$827,621
0.9% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$819,130
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
13,802
shares
|
$689,409
0.26% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,780
shares
|
$588,411
0.0% of portfolio
|
Q3 2024
Reduced 68.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,531
shares
|
$575,973
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,502
shares
|
$574,524
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,385
shares
|
$518,730
0.01% of portfolio
|
Q3 2022
Reduced 95.78%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$499,500
0.16% of portfolio
|
Q1 2021
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,801
shares
|
$489,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
9,535
shares
|
$476,273
0.03% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,816
shares
|
$440,359
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
8,489
shares
|
$424,025
0.14% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
8,284
shares
|
$413,785
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,167
shares
|
$407,941
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,014
shares
|
$400,299
0.0% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,926
shares
|
$395,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,755
shares
|
$387,362
0.0% of portfolio
|
Q3 2024
Reduced 43.39%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
6,621
shares
|
$330,718
0.12% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,323
shares
|
$315,833
0.1% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$312,736
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,172
shares
|
$308,291
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,831
shares
|
$291,258
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,653
shares
|
$282,367
0.22% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,273
shares
|
$263,386
0.0% of portfolio
|
Q3 2024
Added 0.61%
|