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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,710
shares
|
$103,266
0.0% of portfolio
|
Q4 2023
Reduced 18.96%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,710
shares
|
$103,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,631
shares
|
$98,496
0.0% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,552
shares
|
$93,725
0.0% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,350
shares
|
$81,526
0.0% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,338
shares
|
$80,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,295
shares
|
$78,205
0.0% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,175
shares
|
$70,958
0.02% of portfolio
|
Q1 2022
Reduced 50.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
802
shares
|
$48,432
0.01% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
801
shares
|
$48,372
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
782
shares
|
$47,224
0.03% of portfolio
|
Q4 2024
Reduced 99.57%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
768
shares
|
$46,379
0.0% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
695
shares
|
$41,971
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
675
shares
|
$40,763
0.03% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
670
shares
|
$40,461
0.0% of portfolio
|
Q2 2020
Reduced 11.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
553
shares
|
$33,395
0.0% of portfolio
|
Q2 2024
Added 123.89%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
532
shares
|
$32,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
518
shares
|
$31,282
0.0% of portfolio
|
Q2 2021
Added 516.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
517
shares
|
$31,221
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
516
shares
|
$31,161
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
513
shares
|
$30,980
0.0% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
424
shares
|
$25,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
384
shares
|
$23,189
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
350
shares
|
$21,136
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
335
shares
|
$20,230
0.01% of portfolio
|
Q4 2024
New holding
|