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 180 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $778 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,735,207
shares
|
$233 Million
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,371,551
shares
|
$85.4 Million
0.03% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
774,088
shares
|
$48.2 Million
0.0% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
497,818
shares
|
$31 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
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
|
Aug 13, 2025 Q2 2025 |
310,057
shares
|
$19.3 Million
2.83% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
263,460
shares
|
$16.4 Million
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
174,323
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
170,370
shares
|
$10.6 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
155,944
shares
|
$9.71 Million
0.65% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
153,455
shares
|
$9.55 Million
0.05% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
151,182
shares
|
$9.41 Million
0.12% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
144,025
shares
|
$8.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
141,194
shares
|
$8.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
131,708
shares
|
$8.2 Million
0.63% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
122,026
shares
|
$7.6 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
105,442
shares
|
$6.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
104,422
shares
|
$6.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
103,585
shares
|
$6.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.74%
|