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 163 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,410,552
shares
|
$195 Million
0.01% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,128,788
shares
|
$64.5 Million
0.03% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
619,836
shares
|
$35.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
535,615
shares
|
$30.6 Million
0.02% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
502,133
shares
|
$28.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
421,461
shares
|
$24.1 Million
0.04% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
302,601
shares
|
$17.3 Million
3.3% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
236,866
shares
|
$13.5 Million
2.03% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,481
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
183,092
shares
|
$10.5 Million
6.21% of portfolio
|
Q3 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
179,262
shares
|
$10.2 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
168,391
shares
|
$9.63 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
155,944
shares
|
$8.92 Million
0.65% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
154,017
shares
|
$8.81 Million
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
149,515
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
147,381
shares
|
$8.43 Million
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
146,024
shares
|
$8.35 Million
0.12% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
131,846
shares
|
$7.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
123,919
shares
|
$7.08 Million
0.94% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
122,942
shares
|
$7.03 Million
0.45% of portfolio
|
Q3 2024
Added 115.95%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
121,550
shares
|
$6.95 Million
0.43% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
113,655
shares
|
$6.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
111,707
shares
|
$6.39 Million
0.47% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
85,592
shares
|
$4.89 Million
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
85,497
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.14%
|