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 184 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $834 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 |
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
19,359
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,024
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,658
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
18,576
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
18,245
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
17,831
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,782
shares
|
$1.18 Million
0.02% of portfolio
|
N/A
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
17,597
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,381
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
15,772
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
15,530
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,471
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
15,465
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
14,787
shares
|
$978,307
0.08% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
14,315
shares
|
$947,080
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
14,265
shares
|
$943,772
0.33% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
13,247
shares
|
$876,421
0.4% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,780
shares
|
$845,524
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,148
shares
|
$803,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
11,887
shares
|
$786,443
0.21% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,315
shares
|
$748,600
0.05% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
10,998
shares
|
$727,627
0.04% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
10,393
shares
|
$687,600
0.06% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
10,117
shares
|
$669,340
0.11% of portfolio
|
Q2 2023
Reduced 5.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,991
shares
|
$661,004
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|