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 |
|---|---|---|---|---|---|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
9,871
shares
|
$438,864
0.33% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,624
shares
|
$427,883
0.0% of portfolio
|
Q1 2025
Added 74.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,588
shares
|
$426,282
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
8,960
shares
|
$398,361
0.34% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
8,880
shares
|
$394,804
0.25% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,787
shares
|
$390,670
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
8,606
shares
|
$382,622
0.03% of portfolio
|
Q2 2025
Reduced 59.76%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,553
shares
|
$380,266
0.07% of portfolio
|
Q1 2025
Reduced 54.69%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
8,425
shares
|
$374,575
0.18% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,044
shares
|
$357,636
0.0% of portfolio
|
Q1 2025
Reduced 49.49%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
7,851
shares
|
$349,055
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,487
shares
|
$332,872
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
7,293
shares
|
$324,246
0.28% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,165
shares
|
$318,555
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,122
shares
|
$316,644
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,092
shares
|
$315,310
0.09% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
7,079
shares
|
$314,732
0.03% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
6,909
shares
|
$307,174
0.11% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,767
shares
|
$300,860
0.01% of portfolio
|
Q4 2024
Added 24.06%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
6,700
shares
|
$297,882
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,687
shares
|
$297,304
0.02% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,602
shares
|
$293,524
0.08% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,419
shares
|
$285,388
0.0% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,410
shares
|
$284,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,276
shares
|
$279,030
0.0% of portfolio
|
Q1 2025
New holding
|