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 167 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $688 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,668,338
shares
|
$222 Million
0.02% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,052,031
shares
|
$63.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
628,382
shares
|
$37.9 Million
0.0% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
543,778
shares
|
$32.8 Million
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
502,394
shares
|
$30.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
434,432
shares
|
$26.2 Million
0.04% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
283,338
shares
|
$17.1 Million
2.96% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
277,302
shares
|
$16.7 Million
2.29% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
258,292
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,481
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
184,958
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
176,772
shares
|
$10.7 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
155,944
shares
|
$9.42 Million
0.65% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
148,282
shares
|
$8.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
147,925
shares
|
$8.93 Million
0.05% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
147,386
shares
|
$8.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
146,995
shares
|
$8.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
145,594
shares
|
$8.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
122,613
shares
|
$7.4 Million
0.54% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
119,623
shares
|
$7.22 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
117,683
shares
|
$7.11 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
110,514
shares
|
$6.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
109,170
shares
|
$6.59 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
104,071
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
84,283
shares
|
$5.09 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.53%
|