Institutional Ownership Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,164,873
shares
|
$146 Million
0.05% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,712,824
shares
|
$125 Million
0.03% of portfolio
|
Q1 2025
Added 26.55%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,040,295
shares
|
$94.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,535,709
shares
|
$70.9 Million
0.02% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
1,425,274
shares
|
$65.8 Million
5.33% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,291,703
shares
|
$59.6 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,127,860
shares
|
$52.1 Million
0.0% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
629,295
shares
|
$29 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
609,345
shares
|
$28.1 Million
0.01% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
590,577
shares
|
$27.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
534,836
shares
|
$24.7 Million
0.0% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
432,449
shares
|
$20 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
375,989
shares
|
$17.4 Million
0.12% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
350,104
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
348,534
shares
|
$16.1 Million
10.17% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
315,667
shares
|
$14.6 Million
7.07% of portfolio
|
Q1 2025
Added 43.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
313,039
shares
|
$14.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
312,598
shares
|
$14.4 Million
1.91% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
240,210
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
214,411
shares
|
$9.9 Million
0.29% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
207,340
shares
|
$9.57 Million
0.02% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
177,033
shares
|
$8.17 Million
0.01% of portfolio
|
Q1 2025
Added 196.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
170,823
shares
|
$7.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
152,537
shares
|
$7.04 Million
0.12% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
142,371
shares
|
$6.57 Million
0.0% of portfolio
|
Q1 2025
Added 1.3%
|