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 |
---|---|---|---|---|---|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$730,083
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,632
shares
|
$695,936
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
15,258
shares
|
$679,286
0.0% of portfolio
|
Q1 2024
Added 3.57%
|
|
Empire Life Investments Inc.
|
Apr 30, 2024 Q1 2024 |
14,400
shares
|
$641,088
0.04% of portfolio
|
Q1 2024
Reduced 24.21%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Apr 23, 2024 Q1 2024 |
14,174
shares
|
$631,026
0.32% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
13,661
shares
|
$608,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fielder Capital Group LLC
Nashville, TN |
Apr 25, 2024 Q1 2024 |
13,409
shares
|
$596,968
0.28% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
13,083
shares
|
$582,455
0.0% of portfolio
|
Q1 2024
Added 41.9%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
12,950
shares
|
$576,534
0.03% of portfolio
|
Q1 2024
Added 0.01%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,748
shares
|
$567,540
0.0% of portfolio
|
Q1 2024
Reduced 68.92%
|
|
Choate Investment Advisors
Boston, MA |
May 07, 2024 Q1 2024 |
10,385
shares
|
$462,340
0.01% of portfolio
|
Q3 2022
Reduced 95.78%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
10,000
shares
|
$445,200
0.19% of portfolio
|
Q1 2021
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
9,650
shares
|
$429,618
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
9,265
shares
|
$412,477
0.01% of portfolio
|
Q1 2024
Added 528.56%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
8,894
shares
|
$395,960
0.0% of portfolio
|
Q1 2024
Reduced 17.46%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,582
shares
|
$382,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 15, 2024 Q1 2024 |
8,265
shares
|
$367,957
0.1% of portfolio
|
Q1 2024
Added 0.12%
|
|
Campbell Wealth Management
|
May 09, 2024 Q1 2024 |
7,687
shares
|
$342,225
0.04% of portfolio
|
Q1 2024
New holding
|
|
Rede Wealth, LLC
|
May 03, 2024 Q1 2024 |
6,935
shares
|
$308,746
0.13% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
6,721
shares
|
$299,218
0.0% of portfolio
|
Q1 2024
Reduced 8.63%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,261
shares
|
$278,739
0.01% of portfolio
|
Q3 2020
New holding
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
6,254
shares
|
$278,428
0.1% of portfolio
|
Q1 2024
Added 0.37%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
5,924
shares
|
$263,736
0.0% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
5,831
shares
|
$259,596
0.03% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
Integris Wealth Management, LLC
Monterey, CA |
May 03, 2024 Q1 2024 |
5,200
shares
|
$231,504
0.07% of portfolio
|
Q4 2023
New holding
|