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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,402
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
30,187
shares
|
$1.34 Million
0.34% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
29,584
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,759
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
28,629
shares
|
$1.27 Million
0.29% of portfolio
|
Q1 2025
Added 134.15%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
28,569
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
27,937
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
27,823
shares
|
$1.24 Million
0.34% of portfolio
|
Q1 2025
Added 20.36%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
27,193
shares
|
$1.21 Million
0.22% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
26,680
shares
|
$1.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
26,644
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
26,029
shares
|
$1.16 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,021
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.11%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,060
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 141.35%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
23,982
shares
|
$1.07 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
23,173
shares
|
$1.03 Million
0.46% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
22,404
shares
|
$996,081
0.88% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,287
shares
|
$990,880
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
22,152
shares
|
$984,877
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
21,634
shares
|
$961,847
0.0% of portfolio
|
Q1 2025
Reduced 92.89%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
20,944
shares
|
$931,170
0.05% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
20,905
shares
|
$929,436
0.02% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
20,699
shares
|
$920,277
0.48% of portfolio
|
Q1 2025
Reduced 81.47%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
20,503
shares
|
$911,563
0.73% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
19,581
shares
|
$870,571
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|