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 173 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $724 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,057
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
18,548
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,524
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,218
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,782
shares
|
$1.08 Million
0.02% of portfolio
|
N/A
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
16,932
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,666
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
16,418
shares
|
$998,871
0.07% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
16,368
shares
|
$995,829
0.15% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
16,291
shares
|
$991,144
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
15,465
shares
|
$940,890
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
14,937
shares
|
$908,767
0.09% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
14,613
shares
|
$889,054
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
14,265
shares
|
$867,882
0.41% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
13,557
shares
|
$824,807
0.25% of portfolio
|
Q1 2025
Reduced 24.92%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
13,447
shares
|
$818,115
0.45% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
12,148
shares
|
$739,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11,776
shares
|
$716,451
0.0% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,315
shares
|
$688,404
0.05% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
10,755
shares
|
$654,334
0.04% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
10,401
shares
|
$632,796
0.06% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,117
shares
|
$615,518
0.12% of portfolio
|
Q2 2023
Reduced 5.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,808
shares
|
$596,718
0.01% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,808
shares
|
$596,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
9,784
shares
|
$595,258
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|