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 42 institutions that hold shares in the stock, with a total of 706,317 shares, which have been reported (via 13F filing form) to have a value of $17.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
107,434
shares
|
$2.71 Million
0.1% of portfolio
|
Q1 2024
Added 1.62%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
93,764
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
91,494
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
59,308
shares
|
$1.49 Million
0.62% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
54,922
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2024
Added 277.08%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
46,852
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Added 19.72%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
39,821
shares
|
$1 Million
0.0% of portfolio
|
Q1 2024
Added 9.57%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
29,730
shares
|
$748,898
0.0% of portfolio
|
Q1 2024
Added 12.78%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
28,483
shares
|
$717,486
0.0% of portfolio
|
Q1 2024
Reduced 32.92%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
22,340
shares
|
$562,744
0.05% of portfolio
|
Q4 2022
Reduced 25.01%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
19,975
shares
|
$503,170
0.01% of portfolio
|
Q3 2023
Reduced 8.06%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
16,068
shares
|
$404,752
0.0% of portfolio
|
Q1 2024
Added 24.68%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
15,767
shares
|
$397,170
0.0% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
14,634
shares
|
$368,630
0.0% of portfolio
|
Q1 2024
Added 12.81%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
14,335
shares
|
$361,098
0.0% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,763
shares
|
$321,499
0.01% of portfolio
|
Q4 2023
New holding
|
|
High Falls Advisors, Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
11,083
shares
|
$279,180
0.07% of portfolio
|
Q3 2023
Reduced 48.05%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,134
shares
|
$154,515
0.01% of portfolio
|
Q2 2020
Reduced 2.55%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,929
shares
|
$124,161
0.0% of portfolio
|
Q1 2024
Reduced 23.78%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
3,087
shares
|
$77,761
0.05% of portfolio
|
Q1 2024
Added 0.88%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
1,625
shares
|
$40,933
0.0% of portfolio
|
Q1 2020
Reduced 78.3%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,132
shares
|
$28,515
0.0% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,040
shares
|
$26,197
0.0% of portfolio
|
Q4 2022
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$25,190
0.0% of portfolio
|
Q2 2022
New holding
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
1,000
shares
|
$25,190
0.01% of portfolio
|
Q4 2023
New holding
|