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 193 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,800
shares
|
$227,903
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,718
shares
|
$224,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
4,693
shares
|
$222,823
0.05% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,662
shares
|
$221,351
0.03% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
4,487
shares
|
$213,042
0.06% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,914
shares
|
$185,836
0.1% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,527
shares
|
$167,461
0.02% of portfolio
|
Q1 2024
Added 291.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,454
shares
|
$163,995
0.01% of portfolio
|
Q2 2020
Closed
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,167
shares
|
$150,369
0.24% of portfolio
|
Q1 2023
Added 29.95%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,000
shares
|
$142,440
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,680
shares
|
$127,246
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,410
shares
|
$114,426
0.0% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,055
shares
|
$97,571
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,948
shares
|
$92,491
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,929
shares
|
$91,588
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,292
shares
|
$61,344
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,254
shares
|
$59,539
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,158
shares
|
$54,981
0.01% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$49,854
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
999
shares
|
$47,432
0.0% of portfolio
|
Q4 2023
Reduced 23.45%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
840
shares
|
$39,883
0.01% of portfolio
|
Q1 2024
Reduced 80.69%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
777
shares
|
$36,891
0.0% of portfolio
|
Q1 2016
Reduced 66.67%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
647
shares
|
$30,719
0.0% of portfolio
|
Q3 2024
Added 1035.09%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$28,487
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
559
shares
|
$26,541
0.0% of portfolio
|
Q4 2023
Reduced 2.95%
|