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 210 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $961 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
11,389
shares
|
$466,607
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,277
shares
|
$462,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
11,201
shares
|
$458,904
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
11,158
shares
|
$457,143
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,714
shares
|
$438,952
0.01% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,654
shares
|
$436,494
0.0% of portfolio
|
Q4 2024
Added 125.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,354
shares
|
$424,203
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,969
shares
|
$408,429
0.02% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
9,681
shares
|
$396,630
0.18% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,588
shares
|
$392,820
0.04% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
9,277
shares
|
$380,078
0.11% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,887
shares
|
$364,100
0.0% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
8,623
shares
|
$353,284
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,547
shares
|
$350,170
0.26% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
8,478
shares
|
$347,343
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
8,455
shares
|
$346,401
0.21% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
8,243
shares
|
$337,715
0.01% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
7,851
shares
|
$321,655
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,487
shares
|
$306,742
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
7,271
shares
|
$297,892
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
7,240
shares
|
$296,622
0.03% of portfolio
|
Q4 2024
Added 44.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,160
shares
|
$293,345
0.0% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
6,909
shares
|
$283,061
0.13% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
6,702
shares
|
$274,580
0.03% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
6,700
shares
|
$274,499
0.14% of portfolio
|
Q4 2024
New holding
|