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 29 institutions that hold shares in the stock, with a total of 556,370 shares, which have been reported (via 13F filing form) to have a value of $13.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
76,963
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,430
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
47,204
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,896
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 140.61%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
40,463
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
39,753
shares
|
$985,079
0.0% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
34,525
shares
|
$855,529
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
33,852
shares
|
$838,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
32,699
shares
|
$810,281
0.52% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
28,733
shares
|
$712,003
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,541
shares
|
$533,785
0.0% of portfolio
|
Q4 2024
Added 109.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,908
shares
|
$295,080
0.0% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
10,831
shares
|
$268,392
0.08% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,874
shares
|
$244,677
0.0% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,849
shares
|
$244,058
0.0% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,225
shares
|
$228,595
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,881
shares
|
$220,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
8,713
shares
|
$215,908
0.07% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,355
shares
|
$182,256
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,655
shares
|
$140,130
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,870
shares
|
$46,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,868
shares
|
$46,289
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,700
shares
|
$42,126
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
718
shares
|
$17,792
0.0% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
497
shares
|
$12,315
0.0% of portfolio
|
Q2 2024
New holding
|