INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2019 to Q4 2025

Type / Class
Equity / Exchange Traded Funds
Symbol
RWK
Shares outstanding
7,958,846
Price per share
$126.46
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,605,928
Total reported value
$700,901,591
% of total 13F portfolios
0%
Share change
+958,850
Value change
+$120,373,101
Number of holders
117
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fusion Family Wealth LLC 7.6% $61,650,750 527,424 Fusion Family Wealth LLC 30 Jun 2025
International City Management Association Retirement Corp 6.5% $64,667,125 517,325 International City Management Association Retirement Corp 18 Aug 2025

As of 30 Sep 2025, 117 institutional investors reported holding 5,605,928 shares of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK). This represents 70% of the company’s total 7,958,846 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 11% 873,254 +1.3% 0.01% $109,165,600
LPL Financial LLC 7.4% 585,271 -1.8% 0.02% $73,164,673
AMERIPRISE FINANCIAL INC 7.2% 575,707 +456% 0.02% $71,958,379
Fusion Family Wealth LLC 6.5% 519,371 -0.53% 5.2% $64,926,512
VANTAGEPOINT INVESTMENT ADVISERS LLC 6.5% 517,325 0.53% $64,670,798
WELLS FARGO & COMPANY/MN 3.2% 253,610 -7.4% 0.01% $31,703,849
BANK OF AMERICA CORP /DE/ 3.2% 253,339 +44% 0% $31,669,904
OSAIC HOLDINGS, INC. 3% 240,151 +0.1% 0.04% $30,202,634
Resonant Capital Advisors, LLC 2% 159,095 -1.6% 1.2% $19,888,523
RVW Wealth, LLC 1.7% 136,439 -0.76% 1.3% $17,056,239
RAYMOND JAMES FINANCIAL INC 1.6% 129,802 +2.7% 0.01% $16,226,585
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.5% 120,500 +3.8% 0.01% $15,063,660
UBS Group AG 1.1% 84,443 +4.8% 0% $10,556,219
COMMONWEALTH EQUITY SERVICES, LLC 0.93% 74,238 -17% 0.01% $9,281,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.84% 66,881 +3.3% 0.01% $8,306,498
ROYAL BANK OF CANADA 0.82% 65,171 -2% 0% $8,147,000
ENVESTNET ASSET MANAGEMENT INC 0.63% 50,045 +36% 0% $6,256,150
Ipsen Advisor Group LLC 0.57% 45,109 +0.94% 4.1% $5,639,044
EverSource Wealth Advisors, LLC 0.56% 44,928 0.22% $5,616,449
MML INVESTORS SERVICES, LLC 0.54% 42,767 +3.6% 0.01% $5,346,308
JONES FINANCIAL COMPANIES LLLP 0.52% 41,491 +26% 0% $5,203,001
NWAM LLC 0.5% 39,595 +91% 0.35% $4,928,373
Private Advisor Group, LLC 0.47% 37,593 -5.1% 0.02% $4,699,450
Marshall & Sterling Wealth Advisors Inc. 0.44% 35,170 +0.16% 2.8% $4,389,282
CWM, LLC 0.4% 31,925 +10333% 0.01% $3,991,000

Institutional Holders of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 253,979 $32,439,504 -$510,546 $126.46 17
2025 Q3 5,605,928 $700,901,591 +$120,373,101 $125.01 117
2025 Q2 4,610,926 $539,441,106 -$21,822,871 $116.89 118
2025 Q1 4,789,398 $516,698,428 -$36,822,752 $107.88 116
2024 Q4 5,146,221 $598,067,544 +$31,088,850 $116.23 120
2024 Q3 4,728,407 $550,233,196 +$25,283,056 $116.32 108
2024 Q2 4,516,259 $495,796,776 +$61,656,099 $109.78 105
2024 Q1 3,921,478 $451,166,241 +$14,505,105 $115.10 105
2023 Q4 3,794,551 $398,519,179 +$27,084,141 $105.03 102
2023 Q3 3,543,144 $332,360,304 +$65,908,781 $93.83 88
2023 Q2 2,840,639 $272,959,674 -$17,714,102 $96.07 85
2023 Q1 3,022,505 $273,932,783 +$22,788,568 $90.62 80
2022 Q4 2,762,975 $237,245,409 +$11,660,649 $85.87 72
2022 Q3 2,631,792 $200,827,241 +$15,963,205 $74.41 71
2022 Q2 2,473,294 $193,686,281 -$13,467,836 $78.30 69
2022 Q1 2,630,838 $242,528,474 +$8,954,353 $92.18 77
2021 Q4 2,533,477 $239,835,174 -$9,613,399 $94.67 80
2021 Q3 2,584,371 $225,440,376 -$10,752,028 $87.24 67
2021 Q2 2,712,021 $239,732,742 +$21,427,885 $88.54 64
2021 Q1 2,470,953 $212,273,748 +$37,244,033 $86.03 67
2020 Q4 2,003,816 $142,479,533 -$4,468,002 $71.14 57
2020 Q3 1,954,999 $105,585,547 -$439,801 $54.01 46
2020 Q2 1,964,596 $101,084,780 -$23,984,033 $51.45 52
2020 Q1 2,436,138 $100,098,406 -$16,788,510 $41.10 49
2019 Q4 2,741,433 $178,048,701 -$7,611,157 $64.95 62
2019 Q3 2,702,580 $160,941,757 -$3,253,205 $59.54 56
2019 Q2 2,757,236 $167,995,200 +$167,995,200 $60.92 51