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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,055
shares
|
$79,323
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,948
shares
|
$75,192
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,929
shares
|
$74,459
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,864
shares
|
$71,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
1,780
shares
|
$68,708
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,292
shares
|
$49,871
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,254
shares
|
$48,404
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,158
shares
|
$44,698
0.01% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,106
shares
|
$42,691
0.0% of portfolio
|
Q4 2024
Added 110500.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
840
shares
|
$32,424
0.01% of portfolio
|
Q1 2024
Reduced 80.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
807
shares
|
$31,150
0.01% of portfolio
|
Q4 2024
Added 258.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
777
shares
|
$29,992
0.0% of portfolio
|
Q1 2016
Reduced 66.67%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
546
shares
|
$21,075
0.0% of portfolio
|
Q1 2025
Reduced 45.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
541
shares
|
$20,882
0.0% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
485
shares
|
$18,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
417
shares
|
$16,096
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
375
shares
|
$14,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
345
shares
|
$13,317
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
271
shares
|
$10,460
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
271
shares
|
$10,460
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
268
shares
|
$10,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
251
shares
|
$9,688
0.0% of portfolio
|
Q4 2024
Reduced 61.21%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
204
shares
|
$7,874
0.0% of portfolio
|
Q4 2024
Reduced 66.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
200
shares
|
$7,720
0.0% of portfolio
|
Q2 2024
Added 1150.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
196
shares
|
$7,565
0.0% of portfolio
|
Q4 2024
New holding
|