Institutional Ownership Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
35,811
shares
|
$3.81 Million
0.32% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,289
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2024
Added 85.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,964
shares
|
$2.55 Million
0.06% of portfolio
|
Q3 2024
Added 149.47%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
23,338
shares
|
$2.49 Million
1.3% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,592
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 276.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,907
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
17,669
shares
|
$1.88 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,553
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,981
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
14,629
shares
|
$1.56 Million
0.94% of portfolio
|
Q2 2024
Added 6.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
14,283
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,014
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 76.3%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,915
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
13,663
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
11,942
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,541
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 203.95%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
11,272
shares
|
$1.2 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
11,098
shares
|
$1.18 Million
0.77% of portfolio
|
Q3 2024
Reduced 50.66%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,600
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,051
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9,200
shares
|
$980,076
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,161
shares
|
$975,921
0.01% of portfolio
|
Q3 2024
Reduced 43.54%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
8,859
shares
|
$943,749
0.11% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,736
shares
|
$930,646
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
8,365
shares
|
$891,123
0.06% of portfolio
|
Q3 2024
Reduced 1.02%
|