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 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $964 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
127,838
shares
|
$6.01 Million
0.04% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
118,787
shares
|
$5.58 Million
3.92% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
116,660
shares
|
$5.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
111,582
shares
|
$5.24 Million
0.14% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
107,208
shares
|
$5.04 Million
3.17% of portfolio
|
Q4 2024
Added 229.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
101,582
shares
|
$4.77 Million
0.0% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
101,444
shares
|
$4.77 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
95,281
shares
|
$4.48 Million
1.7% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
80,853
shares
|
$3.8 Million
1.49% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,213
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
74,857
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
70,747
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
68,435
shares
|
$3.22 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
62,493
shares
|
$2.94 Million
3.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
58,890
shares
|
$2.77 Million
0.06% of portfolio
|
Q1 2024
Added 4.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
57,666
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
51,954
shares
|
$2.44 Million
0.1% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
51,328
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
48,509
shares
|
$2.28 Million
0.78% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
48,118
shares
|
$2.26 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,319
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2023
Added 197.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,202
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2022
Added 92.14%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
46,153
shares
|
$2.17 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
43,936
shares
|
$2.06 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
40,557
shares
|
$1.91 Million
1.0% of portfolio
|
Q3 2025
Added 0.98%
|
|