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 169 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $671 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,850
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
18,522
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,124
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
18,057
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
18,023
shares
|
$1.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
18,008
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,782
shares
|
$1.07 Million
0.02% of portfolio
|
N/A
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
17,776
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
16,980
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,786
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
16,537
shares
|
$993,212
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
15,465
shares
|
$928,827
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
14,611
shares
|
$877,536
0.11% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,265
shares
|
$856,755
0.39% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
13,447
shares
|
$807,626
0.41% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
11,990
shares
|
$720,119
0.05% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
11,227
shares
|
$674,293
0.0% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,755
shares
|
$645,945
0.04% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
10,502
shares
|
$630,750
0.06% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
10,500
shares
|
$630,630
0.29% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,377
shares
|
$623,242
0.0% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
10,117
shares
|
$607,627
0.12% of portfolio
|
Q2 2023
Reduced 5.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,003
shares
|
$600,780
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
9,808
shares
|
$589,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,808
shares
|
$589,068
0.01% of portfolio
|
Q1 2024
Added 0.05%
|