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 197 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
48,743
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
48,370
shares
|
$2.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,319
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2023
Added 197.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,202
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2022
Added 92.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
40,671
shares
|
$1.92 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
40,360
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
38,840
shares
|
$1.83 Million
1.03% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,883
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
36,244
shares
|
$1.71 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
36,193
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
35,848
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
35,634
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 76.59%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
35,503
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 60.78%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
33,807
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
32,741
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
32,544
shares
|
$1.53 Million
1.21% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
32,095
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
31,515
shares
|
$1.48 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,525
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 70.29%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
30,239
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,685
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
28,569
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
28,269
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2024
Added 41.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
28,237
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
28,013
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Added 36.98%
|