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 |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
20,699
shares
|
$798,981
0.48% of portfolio
|
Q1 2025
Reduced 81.47%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
19,581
shares
|
$755,826
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
19,566
shares
|
$755,247
0.06% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,014
shares
|
$733,940
0.03% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,878
shares
|
$728,690
0.1% of portfolio
|
Q4 2024
Reduced 49.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,345
shares
|
$708,117
0.01% of portfolio
|
Q4 2024
Added 71.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
18,099
shares
|
$698,621
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
17,922
shares
|
$691,789
0.03% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,769
shares
|
$685,883
0.01% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
17,309
shares
|
$668,127
0.05% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,154
shares
|
$662,144
0.04% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,926
shares
|
$614,743
0.0% of portfolio
|
Q4 2024
Reduced 82.83%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
15,896
shares
|
$613,585
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,392
shares
|
$594,131
0.34% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
14,765
shares
|
$569,929
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,054
shares
|
$542,484
0.02% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
13,708
shares
|
$529,128
0.25% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
12,956
shares
|
$500,101
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,801
shares
|
$494,118
0.0% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
12,714
shares
|
$490,760
0.07% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
12,539
shares
|
$484,005
0.16% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,524
shares
|
$483,426
0.23% of portfolio
|
Q2 2023
Reduced 18.07%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
12,520
shares
|
$483,272
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
12,088
shares
|
$466,596
0.11% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
11,389
shares
|
$439,615
0.05% of portfolio
|
Q4 2024
New holding
|