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 47 institutions that hold shares in the stock, with a total of 768,368 shares, which have been reported (via 13F filing form) to have a value of $20.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
127,128
shares
|
$3.36 Million
0.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
110,167
shares
|
$2.91 Million
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
90,642
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
74,807
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
66,548
shares
|
$1.76 Million
0.52% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
61,167
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
32,729
shares
|
$864,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
25,336
shares
|
$668,870
0.0% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
22,340
shares
|
$589,776
0.04% of portfolio
|
Q4 2022
Reduced 25.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,394
shares
|
$459,201
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,759
shares
|
$416,037
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,710
shares
|
$414,744
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,490
shares
|
$382,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
14,427
shares
|
$380,872
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,724
shares
|
$362,313
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,630
shares
|
$359,832
0.0% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,763
shares
|
$336,943
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,930
shares
|
$288,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,134
shares
|
$161,937
0.01% of portfolio
|
Q2 2020
Reduced 2.55%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,874
shares
|
$128,673
0.0% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,185
shares
|
$84,084
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,625
shares
|
$42,900
0.0% of portfolio
|
Q1 2020
Reduced 78.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,200
shares
|
$31,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,132
shares
|
$29,884
0.0% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,040
shares
|
$27,456
0.0% of portfolio
|
Q4 2022
New holding
|