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 46 institutions that hold shares in the stock, with a total of 768,374 shares, which have been reported (via 13F filing form) to have a value of $18.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$23,770
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
996
shares
|
$23,674
0.0% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
971
shares
|
$23,080
0.0% of portfolio
|
Q1 2024
Reduced 33.99%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
923
shares
|
$21,939
0.01% of portfolio
|
Q4 2021
Reduced 48.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
812
shares
|
$19,301
0.0% of portfolio
|
Q4 2023
Reduced 23.9%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
647
shares
|
$15,379
0.0% of portfolio
|
Q4 2021
Reduced 64.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
600
shares
|
$14,262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
539
shares
|
$12,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
437
shares
|
$10,387
0.0% of portfolio
|
Q4 2024
Added 77.64%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
417
shares
|
$9,912
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
413
shares
|
$9,817
0.0% of portfolio
|
Q2 2024
Reduced 37.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
305
shares
|
$7,249
0.0% of portfolio
|
Q4 2023
Reduced 7.58%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
124
shares
|
$2,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
106
shares
|
$2,519
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
85
shares
|
$2,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
70
shares
|
$1,663
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
20
shares
|
$475
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
18
shares
|
$427
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10
shares
|
$237
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|