Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,388
shares
|
$335,403
0.0% of portfolio
|
Q4 2020
Reduced 13.57%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
5,371
shares
|
$334,344
0.01% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,340
shares
|
$332,415
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
5,206
shares
|
$324,073
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,145
shares
|
$320,276
0.0% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
4,938
shares
|
$307,390
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
4,629
shares
|
$288,155
0.49% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,569
shares
|
$284,420
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
4,460
shares
|
$277,635
0.04% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,397
shares
|
$273,713
0.0% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,290
shares
|
$267,052
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,207
shares
|
$261,885
0.0% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,192
shares
|
$260,952
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
4,192
shares
|
$260,952
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,168
shares
|
$259,458
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,129
shares
|
$257,030
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
4,123
shares
|
$256,656
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
4,119
shares
|
$256,407
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,930
shares
|
$244,642
0.0% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,871
shares
|
$240,969
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,840
shares
|
$239,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,740
shares
|
$232,815
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
3,675
shares
|
$228,768
0.11% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
3,630
shares
|
$225,967
0.22% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
3,616
shares
|
$225,096
0.07% of portfolio
|
Q1 2025
Added 0.28%
|