Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $761 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,733,246
shares
|
$232 Million
0.02% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,220,382
shares
|
$76 Million
0.03% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
640,036
shares
|
$39.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
538,770
shares
|
$33.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
498,923
shares
|
$31.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
479,940
shares
|
$29.9 Million
0.04% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
449,363
shares
|
$28 Million
3.82% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
290,032
shares
|
$18.1 Million
3.03% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
262,270
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,481
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
194,151
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
179,107
shares
|
$11.1 Million
0.48% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
155,944
shares
|
$9.71 Million
0.65% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
155,909
shares
|
$9.71 Million
0.0% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
151,182
shares
|
$9.41 Million
0.12% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
147,835
shares
|
$9.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
144,025
shares
|
$8.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
140,663
shares
|
$8.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
129,153
shares
|
$8.04 Million
0.63% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
122,026
shares
|
$7.6 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
117,363
shares
|
$7.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
110,267
shares
|
$6.86 Million
0.82% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
110,024
shares
|
$6.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
107,396
shares
|
$6.69 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
105,038
shares
|
$6.54 Million
0.06% of portfolio
|
Q1 2025
Added 24.63%
|