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 41 institutions that hold shares in the stock, with a total of 721,649 shares, which have been reported (via 13F filing form) to have a value of $19.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
123,663
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Added 33.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
109,545
shares
|
$2.96 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
90,628
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
69,827
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
58,037
shares
|
$1.57 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
56,752
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
26,402
shares
|
$713,382
0.0% of portfolio
|
Q3 2024
Reduced 19.85%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
22,340
shares
|
$603,626
0.04% of portfolio
|
Q4 2022
Reduced 25.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,975
shares
|
$539,724
0.01% of portfolio
|
Q3 2023
Reduced 8.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,639
shares
|
$530,645
0.0% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,394
shares
|
$469,985
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
16,337
shares
|
$441,425
0.0% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,878
shares
|
$429,023
0.0% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,686
shares
|
$423,835
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,724
shares
|
$370,822
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,763
shares
|
$344,856
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
7,668
shares
|
$207,189
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,134
shares
|
$165,740
0.01% of portfolio
|
Q2 2020
Reduced 2.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,757
shares
|
$101,514
0.0% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
3,156
shares
|
$85,275
0.06% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,625
shares
|
$43,907
0.0% of portfolio
|
Q1 2020
Reduced 78.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,132
shares
|
$30,586
0.0% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,040
shares
|
$28,100
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$27,020
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$27,020
0.0% of portfolio
|
Q2 2022
New holding
|