Institutional Ownership Invesco Exchange Traded Fd Tr (CVY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CVY). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 786,920 shares, which have been reported (via 13F filing form) to have a value of $20.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
138,059
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
100,245
shares
|
$2.66 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
89,064
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
83,248
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
68,060
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
66,297
shares
|
$1.76 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
33,174
shares
|
$881,101
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
27,530
shares
|
$731,196
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,201
shares
|
$722,458
0.0% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
22,340
shares
|
$593,350
0.04% of portfolio
|
Q4 2022
Reduced 25.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,039
shares
|
$479,115
0.0% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,394
shares
|
$461,984
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
14,178
shares
|
$376,567
0.0% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,724
shares
|
$364,509
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,763
shares
|
$338,985
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,739
shares
|
$338,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,183
shares
|
$243,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,134
shares
|
$162,919
0.01% of portfolio
|
Q2 2020
Reduced 2.55%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,586
shares
|
$148,364
0.0% of portfolio
|
Q3 2025
Reduced 58.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,562
shares
|
$68,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,364
shares
|
$62,787
0.0% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,025
shares
|
$53,784
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,200
shares
|
$31,872
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,132
shares
|
$30,065
0.0% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,066
shares
|
$28,312
0.0% of portfolio
|
Q3 2025
New holding
|
|