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 207 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $933 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,706,243
shares
|
$120 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,054,911
shares
|
$90.8 Million
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,792,940
shares
|
$79.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 33.91%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
1,444,721
shares
|
$63.8 Million
5.32% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,291,703
shares
|
$57.1 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,190,231
shares
|
$52.6 Million
0.0% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
809,267
shares
|
$35.7 Million
0.01% of portfolio
|
Q2 2025
Added 51.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
646,992
shares
|
$28.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
633,845
shares
|
$28 Million
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
511,091
shares
|
$22.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
448,260
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
396,365
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
375,989
shares
|
$16.6 Million
0.12% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
348,534
shares
|
$15.4 Million
10.17% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
312,598
shares
|
$13.8 Million
1.91% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
288,126
shares
|
$12.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
285,829
shares
|
$12.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
256,564
shares
|
$11.3 Million
5.81% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
240,210
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
214,411
shares
|
$9.47 Million
0.29% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
207,340
shares
|
$9.16 Million
0.02% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
184,564
shares
|
$8.15 Million
0.01% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
177,673
shares
|
$7.85 Million
0.0% of portfolio
|
Q2 2025
Added 44.56%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
168,224
shares
|
$7.43 Million
0.12% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
139,009
shares
|
$6.14 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|