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 251 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
67,209
shares
|
$6.62 Million
5.11% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
64,948
shares
|
$6.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
62,337
shares
|
$6.14 Million
0.09% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
62,140
shares
|
$6.12 Million
0.11% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
61,664
shares
|
$6.07 Million
0.22% of portfolio
|
Q4 2024
Added 22.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,569
shares
|
$6.06 Million
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
59,844
shares
|
$5.89 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
59,369
shares
|
$5.84 Million
0.07% of portfolio
|
Q4 2024
Reduced 59.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
58,133
shares
|
$5.72 Million
0.16% of portfolio
|
Q4 2024
Added 38.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
57,493
shares
|
$5.66 Million
0.02% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
56,976
shares
|
$5.61 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
52,089
shares
|
$5.13 Million
2.23% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
50,041
shares
|
$4.93 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
46,844
shares
|
$4.61 Million
0.59% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
46,599
shares
|
$4.59 Million
0.16% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
45,618
shares
|
$4.49 Million
0.34% of portfolio
|
Q4 2024
Added 89.47%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
45,002
shares
|
$4.43 Million
4.85% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
44,402
shares
|
$4.37 Million
0.28% of portfolio
|
Q4 2024
Added 66.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
43,243
shares
|
$4.26 Million
0.12% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
42,720
shares
|
$4.2 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
41,031
shares
|
$4.04 Million
0.49% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
40,554
shares
|
$3.99 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
40,155
shares
|
$3.95 Million
3.46% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
36,618
shares
|
$3.6 Million
0.04% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
35,892
shares
|
$3.53 Million
0.28% of portfolio
|
Q1 2025
Added 2.68%
|