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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,760
shares
|
$593,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,700
shares
|
$590,148
0.09% of portfolio
|
Q3 2021
Reduced 27.61%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,479
shares
|
$576,702
0.0% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
8,939
shares
|
$543,848
0.31% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
8,832
shares
|
$537,338
0.07% of portfolio
|
Q1 2023
Reduced 17.77%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
8,310
shares
|
$505,580
0.21% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
8,130
shares
|
$494,629
0.05% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8,119
shares
|
$493,959
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,737
shares
|
$470,719
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
7,669
shares
|
$466,581
0.22% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,594
shares
|
$462,018
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
7,119
shares
|
$433,119
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,110
shares
|
$432,572
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,928
shares
|
$421,499
0.01% of portfolio
|
Q1 2025
Reduced 47.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
6,797
shares
|
$413,529
0.0% of portfolio
|
Q1 2025
Reduced 26.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,684
shares
|
$406,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
6,673
shares
|
$405,985
0.05% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,611
shares
|
$402,213
0.0% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
6,547
shares
|
$398,319
0.01% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
6,500
shares
|
$395,460
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
6,350
shares
|
$386,334
0.11% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
6,223
shares
|
$378,607
0.02% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
6,049
shares
|
$368,021
0.04% of portfolio
|
Q1 2025
Reduced 35.67%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,680
shares
|
$345,571
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
5,388
shares
|
$327,805
0.0% of portfolio
|
Q4 2020
Reduced 13.57%
|