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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
802
shares
|
$49,924
0.01% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
758
shares
|
$47,185
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
737
shares
|
$45,878
0.0% of portfolio
|
Q2 2025
Reduced 31.76%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
695
shares
|
$43,263
0.01% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
695
shares
|
$43,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
684
shares
|
$42,579
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
670
shares
|
$41,707
0.0% of portfolio
|
Q2 2020
Reduced 11.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
650
shares
|
$40,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
518
shares
|
$32,245
0.0% of portfolio
|
Q2 2021
Added 516.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
517
shares
|
$32,183
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
516
shares
|
$32,121
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
450
shares
|
$28,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
430
shares
|
$26,767
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
413
shares
|
$25,709
0.0% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
350
shares
|
$21,787
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
350
shares
|
$21,787
0.02% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
335
shares
|
$20,853
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
320
shares
|
$19,920
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
299
shares
|
$18,612
0.0% of portfolio
|
Q3 2022
Added 80.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
292
shares
|
$18,177
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
247
shares
|
$15,375
0.0% of portfolio
|
Q2 2025
Reduced 55.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
229
shares
|
$14,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$12,450
0.0% of portfolio
|
Q1 2023
Reduced 97.27%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
181
shares
|
$11,267
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
120
shares
|
$7,470
0.0% of portfolio
|
Q3 2022
Reduced 40.0%
|