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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,948
shares
|
$86,608
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,929
shares
|
$85,763
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,864
shares
|
$82,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,825
shares
|
$81,139
0.05% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,782
shares
|
$79,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,254
shares
|
$55,752
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,158
shares
|
$51,484
0.01% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
922
shares
|
$40,992
0.0% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
840
shares
|
$37,346
0.01% of portfolio
|
Q1 2024
Reduced 80.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
807
shares
|
$35,879
0.01% of portfolio
|
Q4 2024
Added 258.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
777
shares
|
$34,545
0.0% of portfolio
|
Q1 2016
Reduced 66.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
613
shares
|
$27,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
485
shares
|
$21,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
456
shares
|
$20,273
0.0% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
419
shares
|
$18,628
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
399
shares
|
$17,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
375
shares
|
$16,672
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
345
shares
|
$15,338
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
271
shares
|
$12,048
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
271
shares
|
$12,048
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
268
shares
|
$11,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
251
shares
|
$11,159
0.0% of portfolio
|
Q4 2024
Reduced 61.21%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
200
shares
|
$8,892
0.0% of portfolio
|
Q2 2024
Added 1150.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
200
shares
|
$8,892
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
159
shares
|
$7,069
0.0% of portfolio
|
Q1 2025
New holding
|