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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,948
shares
|
$91,517
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,864
shares
|
$87,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,429
shares
|
$67,134
0.02% of portfolio
|
Q3 2025
Reduced 25.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,254
shares
|
$58,912
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,125
shares
|
$52,852
0.0% of portfolio
|
Q3 2025
Added 913.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
922
shares
|
$43,315
0.0% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
900
shares
|
$42,282
0.0% of portfolio
|
Q3 2025
Reduced 70.91%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
840
shares
|
$39,463
0.01% of portfolio
|
Q1 2024
Reduced 80.69%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
802
shares
|
$37,677
0.01% of portfolio
|
Q2 2025
Reduced 65.73%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
797
shares
|
$37,443
0.0% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
777
shares
|
$36,503
0.0% of portfolio
|
Q1 2016
Reduced 66.67%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
456
shares
|
$21,422
0.0% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
421
shares
|
$19,778
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
409
shares
|
$19,214
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
375
shares
|
$17,617
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
345
shares
|
$16,208
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
331
shares
|
$15,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
271
shares
|
$12,731
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
271
shares
|
$12,731
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
268
shares
|
$12,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
254
shares
|
$11,932
0.0% of portfolio
|
Q3 2025
Reduced 55.2%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
211
shares
|
$9,912
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
210
shares
|
$9,865
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
200
shares
|
$9,396
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
177
shares
|
$8,315
0.0% of portfolio
|
Q3 2025
New holding
|
|