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 176 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $891 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,202
shares
|
$2.15 Million
0.2% of portfolio
|
Q3 2022
Added 92.14%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
41,059
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
38,226
shares
|
$1.74 Million
0.97% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
37,961
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2024
Added 48.98%
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Aug 12, 2024 Q2 2024 |
37,916
shares
|
$1.72 Million
1.04% of portfolio
|
Q2 2024
Added 49.06%
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jul 22, 2024 Q2 2024 |
37,718
shares
|
$1.72 Million
1.27% of portfolio
|
Q2 2024
Added 3.9%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
36,016
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Added 7.03%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
32,430
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2024
Added 1.54%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
30,014
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2024
Added 1.57%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
28,899
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
27,973
shares
|
$1.27 Million
0.12% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
27,804
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2024
Added 0.13%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
27,723
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
27,194
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Added 3.53%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
25,755
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2024
Reduced 34.12%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,021
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.11%
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
24,972
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
24,867
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,786
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
23,181
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
Bowman & CO S.C.
|
Jul 24, 2024 Q2 2024 |
23,126
shares
|
$1.05 Million
0.55% of portfolio
|
Q2 2024
Added 0.06%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
23,073
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
22,318
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
21,128
shares
|
$961,112
0.02% of portfolio
|
Q2 2024
Added 2.03%
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
19,970
shares
|
$908,435
0.17% of portfolio
|
Q2 2024
Added 33.43%
|