Institutional Ownership Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,464,953
shares
|
$352 Million
0.16% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,211,369
shares
|
$326 Million
0.08% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,847,649
shares
|
$289 Million
0.02% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,396,779
shares
|
$244 Million
1.46% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,863,920
shares
|
$189 Million
0.02% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
1,415,712
shares
|
$144 Million
12.83% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
549,917
shares
|
$55.9 Million
12.52% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
536,603
shares
|
$54.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
523,563
shares
|
$53.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
495,981
shares
|
$50.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
407,219
shares
|
$41.4 Million
0.09% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
398,974
shares
|
$40.5 Million
5.98% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
331,766
shares
|
$33.7 Million
0.05% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
267,345
shares
|
$27.2 Million
0.03% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
262,803
shares
|
$26.7 Million
1.6% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
238,600
shares
|
$24.2 Million
0.24% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
224,134
shares
|
$22.8 Million
0.02% of portfolio
|
Q3 2024
Added 31.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
208,724
shares
|
$21.2 Million
0.05% of portfolio
|
Q3 2024
Added 61.49%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
190,988
shares
|
$19.4 Million
5.55% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
181,016
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
179,312
shares
|
$18.2 Million
5.2% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
174,826
shares
|
$17.8 Million
0.25% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
167,218
shares
|
$17 Million
0.3% of portfolio
|
Q4 2024
Added 322.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
164,507
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
160,853
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2024
Added 30.84%
|