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 215 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 $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
139,009
shares
|
$6.18 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
138,742
shares
|
$6.17 Million
0.18% of portfolio
|
Q1 2025
Added 29.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
127,854
shares
|
$5.68 Million
0.06% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
122,906
shares
|
$5.46 Million
0.0% of portfolio
|
Q1 2025
Added 27.23%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
121,756
shares
|
$5.41 Million
2.39% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
118,825
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Added 2174.16%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
115,557
shares
|
$5.14 Million
3.86% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
112,111
shares
|
$4.98 Million
2.14% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
107,208
shares
|
$4.77 Million
3.17% of portfolio
|
Q4 2024
Added 229.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
92,042
shares
|
$4.09 Million
0.01% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
90,492
shares
|
$4.02 Million
0.12% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
79,533
shares
|
$3.54 Million
0.34% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
77,552
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
76,685
shares
|
$3.41 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
68,785
shares
|
$3.06 Million
0.02% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
67,953
shares
|
$3.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
66,482
shares
|
$2.96 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
64,435
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 234.05%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
63,646
shares
|
$2.83 Million
0.16% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
61,671
shares
|
$2.74 Million
3.3% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
60,000
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2022
Reduced 55.52%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
58,890
shares
|
$2.62 Million
0.06% of portfolio
|
Q1 2024
Added 4.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
52,401
shares
|
$2.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
50,302
shares
|
$2.24 Million
0.27% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,319
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2023
Added 197.06%
|