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 213 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $907 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
29,028
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
28,629
shares
|
$1.11 Million
0.29% of portfolio
|
Q1 2025
Added 134.15%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
28,569
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
28,226
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
27,571
shares
|
$1.06 Million
0.35% of portfolio
|
Q4 2024
Added 44.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
27,520
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
26,680
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
26,521
shares
|
$1.02 Million
0.99% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
26,225
shares
|
$1.01 Million
0.94% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
26,176
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
26,029
shares
|
$1 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
25,917
shares
|
$1 Million
1.09% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
25,038
shares
|
$966,466
0.1% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,021
shares
|
$965,810
0.01% of portfolio
|
Q1 2024
Reduced 28.11%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
24,202
shares
|
$934,197
0.52% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
23,650
shares
|
$912,890
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
23,162
shares
|
$894,053
0.47% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
23,117
shares
|
$892,316
0.34% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
22,639
shares
|
$873,865
0.03% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
22,186
shares
|
$856,379
0.02% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
22,059
shares
|
$851,477
0.0% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
21,388
shares
|
$825,576
0.07% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
21,031
shares
|
$811,796
0.05% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
20,905
shares
|
$806,933
0.02% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
20,783
shares
|
$802,223
0.0% of portfolio
|
Q4 2024
New holding
|