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 211 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $861 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 |
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
49,395
shares
|
$1.81 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
48,370
shares
|
$1.77 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,319
shares
|
$1.73 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
|
$1.73 Million
0.2% of portfolio
|
Q3 2022
Added 92.14%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,231
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
40,671
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
40,360
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
38,840
shares
|
$1.42 Million
1.03% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
37,559
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 97.52%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
36,467
shares
|
$1.33 Million
0.31% of portfolio
|
Q4 2024
Added 29.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
36,328
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 33.86%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
36,244
shares
|
$1.33 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
36,193
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
35,848
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
35,634
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 76.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
35,520
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
35,503
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 60.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
35,442
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
33,807
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,322
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
32,779
shares
|
$1.2 Million
0.64% of portfolio
|
Q4 2024
Added 10111.53%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
31,515
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,454
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
30,711
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
29,603
shares
|
$1.08 Million
0.18% of portfolio
|
Q1 2025
Added 5.68%
|