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 |
|---|---|---|---|---|---|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
11,314
shares
|
$436,720
0.47% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,277
shares
|
$435,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
11,201
shares
|
$432,358
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
11,029
shares
|
$425,719
0.09% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,714
shares
|
$413,560
0.01% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,654
shares
|
$411,244
0.0% of portfolio
|
Q4 2024
Added 125.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,354
shares
|
$399,664
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,969
shares
|
$384,803
0.02% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
9,871
shares
|
$381,020
0.33% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
9,681
shares
|
$373,686
0.18% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
9,588
shares
|
$370,096
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
9,277
shares
|
$358,092
0.11% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
8,960
shares
|
$345,856
0.34% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,887
shares
|
$343,038
0.0% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,547
shares
|
$329,914
0.26% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
8,425
shares
|
$325,205
0.19% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
8,243
shares
|
$318,179
0.01% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
7,851
shares
|
$303,048
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,487
shares
|
$288,998
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
7,271
shares
|
$280,660
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
7,209
shares
|
$278,267
0.08% of portfolio
|
Q1 2025
Reduced 46.68%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,165
shares
|
$276,569
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,160
shares
|
$276,376
0.0% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
7,079
shares
|
$273,249
0.03% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
6,909
shares
|
$266,687
0.13% of portfolio
|
Q4 2024
Reduced 15.42%
|