Institutional Ownership Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 782,446 shares, which have been reported (via 13F filing form) to have a value of $19.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
257,991
shares
|
$6.4 Million
0.0% of portfolio
|
Q1 2024
Added 30.43%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
102,981
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2024
Added 213.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
79,693
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Added 5.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
61,972
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Added 9.43%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
44,501
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 45.66%
|
|
|
Janney Capital Management LLC
|
May 01, 2024 Q1 2024 |
41,697
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
39,262
shares
|
$973,304
0.03% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
28,211
shares
|
$699,350
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
21,102
shares
|
$523,118
0.0% of portfolio
|
Q1 2024
Added 4.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
14,945
shares
|
$370,486
0.0% of portfolio
|
Q1 2024
Reduced 53.9%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2024 Q1 2024 |
14,748
shares
|
$365,602
0.27% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
12,514
shares
|
$310,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 30, 2024 Q1 2024 |
12,127
shares
|
$300,628
0.1% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
9,854
shares
|
$244,280
0.0% of portfolio
|
Q1 2024
Reduced 26.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
9,346
shares
|
$231,687
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,046
shares
|
$224,250
0.0% of portfolio
|
Q1 2024
Added 6.16%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
8,334
shares
|
$206,599
0.0% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
5,655
shares
|
$140,187
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,578
shares
|
$113,488
0.0% of portfolio
|
Q1 2024
Added 6.54%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
2,948
shares
|
$73,080
0.0% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
433
shares
|
$10,734
0.0% of portfolio
|
Q1 2024
Reduced 48.45%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
411
shares
|
$10,188
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
97
shares
|
$2,404
0.0% of portfolio
|
Q4 2023
Reduced 98.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|