Institutional Ownership Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW). We have compiled data on the 242 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $515 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
8,414
shares
|
$918,388
0.51% of portfolio
|
Q2 2023
Reduced 13.53%
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
8,080
shares
|
$881,932
0.54% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,576
shares
|
$826,920
0.41% of portfolio
|
Q4 2022
Reduced 7.0%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
7,474
shares
|
$815,787
0.4% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
7,351
shares
|
$802,361
0.45% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,201
shares
|
$785,989
0.01% of portfolio
|
Q4 2024
Added 15.55%
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
7,103
shares
|
$775,292
0.0% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
7,100
shares
|
$774,965
0.03% of portfolio
|
Q1 2021
Reduced 26.04%
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
7,001
shares
|
$764,159
0.17% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,732
shares
|
$734,797
0.02% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,639
shares
|
$724,646
0.01% of portfolio
|
Q4 2024
Added 6.43%
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,601
shares
|
$720,499
0.36% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,538
shares
|
$713,622
0.08% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,151
shares
|
$671,381
0.19% of portfolio
|
Q4 2024
Added 1.02%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,000
shares
|
$654,900
0.15% of portfolio
|
Q1 2020
Reduced 3.23%
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,716
shares
|
$623,901
0.0% of portfolio
|
Q4 2024
Added 118.42%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
5,694
shares
|
$621,500
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,666
shares
|
$618,443
0.33% of portfolio
|
Q4 2023
Added 17.14%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,591
shares
|
$610,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,570
shares
|
$607,965
0.0% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,391
shares
|
$588,427
0.26% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,346
shares
|
$583,515
0.18% of portfolio
|
Q4 2022
Reduced 98.83%
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,156
shares
|
$562,777
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
5,148
shares
|
$561,904
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,004
shares
|
$546,186
0.01% of portfolio
|
Q4 2024
Reduced 5.19%
|