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 |
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,405
shares
|
$225,274
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,397
shares
|
$224,745
0.07% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
3,300
shares
|
$218,328
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,263
shares
|
$215,880
0.02% of portfolio
|
Q2 2025
Added 262.15%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,155
shares
|
$208,734
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,155
shares
|
$208,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,123
shares
|
$206,617
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,859
shares
|
$189,151
0.0% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,785
shares
|
$184,255
0.03% of portfolio
|
Q1 2023
Added 877.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,694
shares
|
$178,235
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,589
shares
|
$171,288
0.15% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,500
shares
|
$165,400
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,137
shares
|
$141,383
0.0% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,000
shares
|
$132,320
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,908
shares
|
$126,233
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,710
shares
|
$113,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,710
shares
|
$113,133
0.0% of portfolio
|
Q4 2023
Reduced 18.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,536
shares
|
$101,621
0.0% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,459
shares
|
$96,527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,392
shares
|
$92,094
0.0% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,338
shares
|
$88,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,295
shares
|
$85,677
0.0% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,192
shares
|
$78,862
0.0% of portfolio
|
Q1 2025
Added 8414.29%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,175
shares
|
$77,738
0.02% of portfolio
|
Q1 2022
Reduced 50.21%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
850
shares
|
$56,236
0.0% of portfolio
|
Q3 2025
Reduced 35.85%
|