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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
100,174
shares
|
$6.24 Million
0.2% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
85,573
shares
|
$5.33 Million
0.35% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
77,601
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
Added 33.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
75,311
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 103.85%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
69,013
shares
|
$4.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 35.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
56,163
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
51,664
shares
|
$3.22 Million
2.13% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
51,511
shares
|
$3.21 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,403
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
46,317
shares
|
$2.88 Million
2.37% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
39,322
shares
|
$2.45 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
37,513
shares
|
$2.34 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
36,789
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
35,150
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
33,377
shares
|
$2.08 Million
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
29,745
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,713
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2020
Reduced 0.74%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
26,498
shares
|
$1.65 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
26,498
shares
|
$1.65 Million
0.49% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
26,034
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 24.11%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
24,300
shares
|
$1.51 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,258
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 241.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
23,909
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
23,827
shares
|
$1.48 Million
0.19% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
22,482
shares
|
$1.4 Million
1.22% of portfolio
|
Q2 2025
Reduced 6.22%
|