Institutional Ownership Invesco Exchange Traded Fd Tr (PKW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PKW). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
11,854
shares
|
$1.48 Million
0.8% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,894
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,532
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
10,501
shares
|
$1.31 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,427
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.3%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
10,306
shares
|
$1.29 Million
0.46% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,150
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
9,832
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,710
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,600
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2019
Reduced 5.88%
|
|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,376
shares
|
$1.17 Million
0.47% of portfolio
|
Q2 2023
Added 0.55%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,226
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,846
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
8,414
shares
|
$1.05 Million
0.49% of portfolio
|
Q2 2023
Reduced 13.53%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
8,085
shares
|
$1.01 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
7,711
shares
|
$962,178
0.41% of portfolio
|
Q3 2023
Reduced 9.34%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,655
shares
|
$955,190
0.0% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,576
shares
|
$945,333
0.41% of portfolio
|
Q4 2022
Reduced 7.0%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
7,551
shares
|
$942,213
0.47% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,526
shares
|
$939,094
0.0% of portfolio
|
Q3 2024
Added 344.27%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
7,343
shares
|
$916,259
0.25% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
7,132
shares
|
$889,930
0.02% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
7,100
shares
|
$885,938
0.04% of portfolio
|
Q1 2021
Reduced 26.04%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
6,671
shares
|
$832,407
0.3% of portfolio
|
Q3 2024
Added 62.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,546
shares
|
$816,809
0.08% of portfolio
|
Q3 2024
Added 0.21%
|