Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 6.03 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,608,097
shares
|
$166 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
626,197
shares
|
$28.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
220,467
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
158,046
shares
|
$7.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
130,565
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
112,864
shares
|
$5.18 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
110,889
shares
|
$5.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
96,509
shares
|
$4.43 Million
1.03% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
83,518
shares
|
$3.84 Million
1.28% of portfolio
|
Q4 2024
Added 960.95%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
56,836
shares
|
$2.61 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
46,487
shares
|
$2.13 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
43,417
shares
|
$1.99 Million
0.27% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
37,844
shares
|
$1.74 Million
0.74% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
37,006
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
36,184
shares
|
$1.66 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
27,771
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 43.3%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.25 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
27,006
shares
|
$1.24 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
24,815
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,585
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
20,552
shares
|
$943,747
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
20,007
shares
|
$918,721
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
19,725
shares
|
$905,772
0.32% of portfolio
|
Q4 2024
Reduced 13.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
19,219
shares
|
$882,536
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,892
shares
|
$867,520
0.0% of portfolio
|
Q1 2025
Added 12.63%
|