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 193 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
162,196
shares
|
$7.7 Million
0.03% of portfolio
|
Q3 2024
Added 32.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
139,813
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
138,850
shares
|
$6.59 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
128,773
shares
|
$6.11 Million
0.85% of portfolio
|
Q4 2024
Added 161.27%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
107,253
shares
|
$5.09 Million
0.1% of portfolio
|
Q4 2024
Added 228.62%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
102,715
shares
|
$4.88 Million
4.29% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
96,901
shares
|
$4.6 Million
0.14% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
92,752
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
Added 434.99%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
92,297
shares
|
$4.38 Million
5.81% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
85,372
shares
|
$4.05 Million
0.77% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
79,253
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
77,676
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
76,638
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2024
Added 22.72%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
75,396
shares
|
$3.58 Million
0.44% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
74,835
shares
|
$3.55 Million
0.12% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
69,636
shares
|
$3.31 Million
0.21% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
65,895
shares
|
$3.13 Million
0.2% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
63,420
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,082
shares
|
$3 Million
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2022
Reduced 55.52%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
58,890
shares
|
$2.8 Million
0.06% of portfolio
|
Q1 2024
Added 4.59%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
56,686
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
55,191
shares
|
$2.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 64.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
54,325
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
49,617
shares
|
$2.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.63%
|