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 181 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 $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
20,777
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,024
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,662
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,658
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
18,576
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,782
shares
|
$1.11 Million
0.02% of portfolio
|
N/A
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
16,368
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
16,251
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16,215
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,471
shares
|
$963,069
0.0% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
15,465
shares
|
$962,696
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
15,273
shares
|
$950,744
0.0% of portfolio
|
Q2 2025
Added 29.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
14,963
shares
|
$931,446
0.05% of portfolio
|
Q2 2025
Reduced 40.37%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
14,937
shares
|
$929,828
0.08% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
14,314
shares
|
$891,046
0.1% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,265
shares
|
$887,996
0.37% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
13,447
shares
|
$837,075
0.42% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,480
shares
|
$776,880
0.0% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,148
shares
|
$756,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
11,887
shares
|
$739,965
0.21% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,315
shares
|
$704,358
0.05% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,808
shares
|
$672,798
0.04% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
10,393
shares
|
$646,964
0.06% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,291
shares
|
$640,614
0.0% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
10,117
shares
|
$629,783
0.11% of portfolio
|
Q2 2023
Reduced 5.33%
|