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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,014
shares
|
$865,707
0.03% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
18,909
shares
|
$860,926
0.04% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
18,887
shares
|
$859,925
0.05% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
18,484
shares
|
$841,576
0.57% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,993
shares
|
$819,221
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
17,319
shares
|
$788,534
0.04% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
16,577
shares
|
$754,750
0.02% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,063
shares
|
$731,348
0.01% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
15,880
shares
|
$723,016
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,423
shares
|
$702,209
0.02% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,392
shares
|
$700,797
0.34% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
13,700
shares
|
$623,761
0.04% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
12,889
shares
|
$586,836
0.06% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,801
shares
|
$582,829
0.0% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,800
shares
|
$582,784
0.01% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
12,539
shares
|
$570,900
0.16% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,524
shares
|
$570,217
0.23% of portfolio
|
Q2 2023
Reduced 18.07%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
12,089
shares
|
$550,412
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
11,686
shares
|
$532,063
0.21% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
11,663
shares
|
$531,016
0.35% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
11,657
shares
|
$530,743
0.03% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
11,314
shares
|
$515,126
0.47% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
11,029
shares
|
$502,150
0.09% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,714
shares
|
$487,808
0.01% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,654
shares
|
$485,076
0.0% of portfolio
|
Q4 2024
Added 125.82%
|