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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
39,815
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
39,008
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2025
Added 39.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
37,496
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
36,997
shares
|
$1.74 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
35,994
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
34,785
shares
|
$1.63 Million
0.24% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
34,709
shares
|
$1.63 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
34,079
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
34,069
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
32,852
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
32,004
shares
|
$1.5 Million
0.41% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
31,976
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
31,409
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
31,179
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.81%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
31,026
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
30,904
shares
|
$1.45 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
30,816
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
29,182
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
28,582
shares
|
$1.34 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
28,454
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
28,269
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
27,939
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
26,680
shares
|
$1.25 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
26,142
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,021
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.11%
|
|