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 135 institutions that hold shares in the stock, with a total of 5.57 Million shares, which have been reported (via 13F filing form) to have a value of $582 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,178
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,002
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
10,675
shares
|
$1.12 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,200
shares
|
$961,952
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
9,094
shares
|
$950,868
0.12% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,945
shares
|
$935,289
0.0% of portfolio
|
Q1 2025
Added 93.07%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
8,775
shares
|
$917,514
0.09% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
8,463
shares
|
$884,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
8,346
shares
|
$872,657
0.02% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
8,185
shares
|
$855,823
0.22% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
7,937
shares
|
$829,892
0.07% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,901
shares
|
$826,128
0.02% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,594
shares
|
$794,028
0.0% of portfolio
|
Q1 2025
Reduced 21.66%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,500
shares
|
$784,200
0.02% of portfolio
|
Q1 2025
Added 212.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,496
shares
|
$783,781
0.02% of portfolio
|
Q1 2025
Added 1774.0%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
5,915
shares
|
$618,472
0.29% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$604,775
0.15% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
5,685
shares
|
$594,423
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,636
shares
|
$589,300
0.0% of portfolio
|
Q1 2025
Added 84.73%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,430
shares
|
$567,760
0.07% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
5,410
shares
|
$565,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
5,012
shares
|
$524,054
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,811
shares
|
$503,038
0.0% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
4,656
shares
|
$486,831
0.43% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,507
shares
|
$471,251
0.0% of portfolio
|
Q2 2024
Reduced 67.98%
|