Institutional Ownership Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,382
shares
|
$345,606
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,051
shares
|
$311,781
0.0% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,976
shares
|
$304,117
0.09% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
2,872
shares
|
$293,489
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,845
shares
|
$290,730
0.01% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,800
shares
|
$286,132
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,775
shares
|
$283,577
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,770
shares
|
$283,066
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,402
shares
|
$245,460
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,398
shares
|
$245,051
0.0% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,376
shares
|
$242,803
0.04% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,165
shares
|
$221,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,121
shares
|
$216,744
0.0% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,020
shares
|
$206,423
0.01% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
1,996
shares
|
$203,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,628
shares
|
$166,365
0.09% of portfolio
|
Q2 2024
Reduced 95.56%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,576
shares
|
$161,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,495
shares
|
$152,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
1,401
shares
|
$143,168
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,275
shares
|
$130,292
0.03% of portfolio
|
Q2 2020
Reduced 19.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$112,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
944
shares
|
$96,467
0.03% of portfolio
|
Q4 2024
Added 168.95%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
914
shares
|
$93,401
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
900
shares
|
$91,971
0.08% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
886
shares
|
$90,540
0.01% of portfolio
|
Q4 2024
Added 64.07%
|