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 44 institutions that hold shares in the stock, with a total of 787,059 shares, which have been reported (via 13F filing form) to have a value of $20 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
122,847
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
107,403
shares
|
$2.73 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
90,203
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
81,765
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
66,548
shares
|
$1.69 Million
0.61% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
61,808
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,348
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 178.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
33,393
shares
|
$848,516
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
23,217
shares
|
$589,943
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
22,340
shares
|
$567,659
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
|
$441,981
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
16,822
shares
|
$427,447
0.0% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,740
shares
|
$399,953
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,858
shares
|
$352,131
0.0% of portfolio
|
Q4 2024
Added 53.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,724
shares
|
$348,726
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,040
shares
|
$331,346
0.0% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,763
shares
|
$324,307
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,578
shares
|
$268,786
0.0% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,134
shares
|
$155,864
0.01% of portfolio
|
Q2 2020
Reduced 2.55%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,139
shares
|
$54,351
0.0% of portfolio
|
Q1 2025
Reduced 56.11%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,056
shares
|
$52,242
0.0% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,200
shares
|
$30,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,132
shares
|
$28,764
0.0% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,040
shares
|
$26,426
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$25,410
0.0% of portfolio
|
Q2 2022
New holding
|