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 |
|---|---|---|---|---|---|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
3,405
shares
|
$211,961
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,369
shares
|
$209,720
0.0% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
3,343
shares
|
$208,101
0.15% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
3,300
shares
|
$205,425
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,263
shares
|
$203,121
0.02% of portfolio
|
Q2 2025
Added 262.15%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,155
shares
|
$196,398
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,155
shares
|
$196,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,123
shares
|
$194,406
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,859
shares
|
$177,972
0.0% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,785
shares
|
$173,366
0.04% of portfolio
|
Q1 2023
Added 877.19%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,577
shares
|
$160,418
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,500
shares
|
$155,625
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,396
shares
|
$149,151
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,000
shares
|
$124,500
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,908
shares
|
$118,773
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,848
shares
|
$115,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,710
shares
|
$106,447
0.0% of portfolio
|
Q4 2023
Reduced 18.96%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,710
shares
|
$106,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,552
shares
|
$96,612
0.0% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,536
shares
|
$95,616
0.0% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,338
shares
|
$83,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,325
shares
|
$82,481
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,295
shares
|
$80,613
0.0% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,192
shares
|
$74,202
0.0% of portfolio
|
Q1 2025
Added 8414.29%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,175
shares
|
$73,143
0.02% of portfolio
|
Q1 2022
Reduced 50.21%
|