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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
9,808
shares
|
$610,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,808
shares
|
$610,548
0.01% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,765
shares
|
$607,871
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,700
shares
|
$603,825
0.09% of portfolio
|
Q3 2021
Reduced 27.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,665
shares
|
$601,646
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
9,003
shares
|
$560,436
0.31% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
8,832
shares
|
$549,792
0.07% of portfolio
|
Q1 2023
Reduced 17.77%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
8,329
shares
|
$518,480
0.19% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
8,133
shares
|
$506,279
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
7,985
shares
|
$497,066
0.05% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,576
shares
|
$471,606
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,119
shares
|
$443,157
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,928
shares
|
$431,268
0.01% of portfolio
|
Q1 2025
Reduced 47.8%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
6,678
shares
|
$415,705
0.18% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
6,547
shares
|
$407,550
0.01% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
6,500
shares
|
$404,625
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
6,350
shares
|
$395,287
0.11% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,223
shares
|
$387,381
0.02% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
6,049
shares
|
$376,550
0.03% of portfolio
|
Q1 2025
Reduced 35.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
5,953
shares
|
$370,574
0.05% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
5,406
shares
|
$336,523
0.1% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,388
shares
|
$335,403
0.0% of portfolio
|
Q4 2020
Reduced 13.57%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
5,371
shares
|
$334,344
0.01% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,340
shares
|
$332,415
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
5,206
shares
|
$324,073
0.11% of portfolio
|
Q4 2022
New holding
|