Institutional Ownership Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA). We have compiled data on the 413 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
128,215
shares
|
$15 Million
6.85% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
119,747
shares
|
$14 Million
0.06% of portfolio
|
Q4 2024
Added 1231.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
116,330
shares
|
$13.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.6%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
103,507
shares
|
$12.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
101,439
shares
|
$11.8 Million
0.24% of portfolio
|
Q1 2024
Added 6.96%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
92,872
shares
|
$10.8 Million
0.81% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
92,301
shares
|
$10.8 Million
0.04% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
91,667
shares
|
$10.7 Million
0.03% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
89,351
shares
|
$10.4 Million
9.17% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
88,781
shares
|
$10.4 Million
3.88% of portfolio
|
Q2 2023
Reduced 41.14%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
86,267
shares
|
$10.1 Million
5.16% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
83,774
shares
|
$9.77 Million
0.41% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
80,991
shares
|
$9.45 Million
0.05% of portfolio
|
Q4 2024
Added 20.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
77,510
shares
|
$9.04 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
69,732
shares
|
$8.14 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
66,090
shares
|
$7.71 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
62,668
shares
|
$7.31 Million
3.54% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
61,440
shares
|
$7.17 Million
2.16% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
61,165
shares
|
$7.14 Million
1.77% of portfolio
|
Q1 2023
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
59,514
shares
|
$6.94 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
58,131
shares
|
$6.78 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
57,453
shares
|
$6.7 Million
0.01% of portfolio
|
Q4 2024
Added 2892.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
55,527
shares
|
$6.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
55,373
shares
|
$6.46 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
51,445
shares
|
$6 Million
0.05% of portfolio
|
Q4 2024
Added 3.83%
|