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
$132.33
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,718,050
Total reported value
$723,681,510
% of total 13F portfolios
0%
Share change
+122,013
Value change
+$15,439,731
Number of holders
127
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 31 Dec 2025, 127 institutional investors reported holding 5,718,050 shares of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK). This represents 72% 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 64% 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 12% 938,017 +7.4% 0.01% $118,621,776
AMERIPRISE FINANCIAL INC 8.2% 649,343 +13% 0.02% $82,111,856
LPL Financial LLC 7.6% 603,545 +3.1% 0.02% $76,324,271
VANTAGEPOINT INVESTMENT ADVISERS LLC 6.8% 540,584 +4.5% 0.55% $68,362,253
Fusion Family Wealth, LLC 6.8% 537,524 +3.5% 5.2% $67,975,324
WELLS FARGO & COMPANY/MN 3.6% 287,714 +13% 0.01% $36,384,358
BANK OF AMERICA CORP /DE/ 3.5% 278,876 +10% 0% $35,266,671
Resonant Capital Advisors, LLC 2.1% 164,309 +3.3% 1.1% $20,778,494
RAYMOND JAMES FINANCIAL INC 1.7% 132,648 +2.2% 0.01% $16,774,707
RVW Wealth, LLC 1.6% 130,227 -4.6% 1.3% $16,468,506
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.5% 118,492 -1.7% 0.01% $14,984,501
UBS Group AG 0.97% 77,103 -8.7% 0% $9,750,445
OSAIC HOLDINGS, INC. 0.94% 74,852 -69% 0.01% $9,466,767
COMMONWEALTH EQUITY SERVICES, LLC 0.94% 74,600 +0.49% 0.01% $9,433,932
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.81% 64,287 -3.9% 0.01% $8,444,761
ROYAL BANK OF CANADA 0.77% 61,016 -6.4% 0% $7,716,000
JONES FINANCIAL COMPANIES LLLP 0.66% 52,546 +27% 0% $6,644,907
ENVESTNET ASSET MANAGEMENT INC 0.63% 50,003 -0.08% 0% $6,323,373
Ipsen Advisor Group LLC 0.57% 45,595 +1.1% 4.1% $5,765,963
EverSource Wealth Advisors, LLC 0.56% 44,423 -1.1% 0.21% $5,617,678
NWAM LLC 0.52% 41,409 +4.6% 0.31% $5,493,635
Private Advisor Group, LLC 0.46% 36,345 -3.3% 0.02% $4,596,127
Marshall & Sterling Wealth Advisors Inc. 0.44% 35,229 +0.17% 2.9% $4,455,109
MML INVESTORS SERVICES, LLC 0.44% 34,938 -18% 0.01% $4,418,228
CWM, LLC 0.42% 33,678 +5.5% 0.01% $4,259,000

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 5,718,050 $723,681,510 +$15,439,731 $126.46 127
2025 Q3 5,605,928 $700,920,209 +$118,104,947 $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