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 154 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $613 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,229,179
shares
|
$188 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,083,031
shares
|
$63 Million
0.03% of portfolio
|
Q2 2024
Added 11.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
617,459
shares
|
$35.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
518,481
shares
|
$30.2 Million
0.02% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
502,034
shares
|
$29.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
421,461
shares
|
$24.5 Million
0.04% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
302,601
shares
|
$17.6 Million
3.3% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
236,866
shares
|
$13.8 Million
2.03% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,481
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
179,262
shares
|
$10.4 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
155,944
shares
|
$9.07 Million
0.65% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
150,547
shares
|
$8.76 Million
0.0% of portfolio
|
Q2 2024
Added 17.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
149,208
shares
|
$8.68 Million
0.0% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
146,698
shares
|
$8.53 Million
0.02% of portfolio
|
Q2 2024
Added 14.99%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
146,364
shares
|
$8.51 Million
0.0% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
144,845
shares
|
$8.43 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
144,300
shares
|
$8.39 Million
0.05% of portfolio
|
Q2 2024
Added 15.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
131,822
shares
|
$7.67 Million
0.02% of portfolio
|
Q2 2024
Added 55.08%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
123,919
shares
|
$7.21 Million
0.94% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
122,942
shares
|
$7.15 Million
0.45% of portfolio
|
Q3 2024
Added 115.95%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
121,550
shares
|
$7.07 Million
0.43% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
116,650
shares
|
$6.79 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
106,295
shares
|
$6.18 Million
0.15% of portfolio
|
Q4 2023
Added 54.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
100,630
shares
|
$5.85 Million
0.37% of portfolio
|
Q2 2024
Added 4.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
85,472
shares
|
$4.97 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.58%
|