Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (CVY)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-906- 4.78% |
$23.3K - $24.8K
|
18K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.56KNew |
$66K - $70.1K
|
2.56K
$68K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.42K- 23.65% |
$217K - $230K
|
27.2K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-341- 2.35% |
$8.79K - $9.33K
|
14.2K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29K+ 1.69% |
$59K - $62.7K
|
138K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
190New |
$4.9K - $5.2K
|
190
$5.05K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$328K - $348K
|
12.7K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
765+ 2.36% |
$19.7K - $20.9K
|
33.2K
$881K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
164+ 7.45% |
$4.23K - $4.49K
|
2.36K
$62.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-7.73K- 58.04% |
$199K - $211K
|
5.59K
$148K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.18KNew |
$237K - $251K
|
9.18K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50- 0.18% |
$1.29K - $1.37K
|
27.5K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
595+ 0.72% |
$15.3K - $16.3K
|
83.2K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-251- 0.38% |
$6.47K - $6.86K
|
66.3K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.56K- 8.79% |
$169K - $179K
|
68.1K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$25.8 - $27.4
|
1
$26.6
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 18.03% |
$1.42K - $1.5K
|
250
$6.64K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 2.4% |
$77.3 - $82.1
|
128
$3.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07KNew |
$27.5K - $29.2K
|
1.07K
$28.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20+ 1.0% |
$515 - $547
|
2.03K
$53.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-4- 0.75% |
$103 - $109
|
530
$14.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.95% |
$103 - $109
|
426
$11.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.15K- 1.28% |
$29.7K - $31.5K
|
89.1K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-213- 34.75% |
$5.49K - $5.83K
|
400
$10.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.95K- 7.35% |
$205K - $218K
|
100K
$2.66M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1+ 0.61% |
$25.8 - $27.4
|
164
$4.36K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36+ 3.71% |
$801 - $932
|
1.01K
$26.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
750New |
$16.7K - $19.4K
|
750
$19.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
100New |
$2.22K - $2.59K
|
100
$2.66K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$4.45K - $5.18K
|
200
$5.31K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-133- 16.38% |
$3.3K - $3.52K
|
679
$18K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.72K- 17.25% |
$67.4K - $71.9K
|
13K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
663New |
$16.4K - $17.5K
|
663
$17.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-352- 3.22% |
$8.73K - $9.31K
|
10.6K
$281K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.63KNew |
$40.3K - $44.2K
|
1.63K
$43.2K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
85New |
$2.11K - $2.31K
|
85
$2.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.2KNew |
$29.8K - $32.7K
|
1.2K
$31.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
377New |
$9.35K - $10.3K
|
377
$10K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 0.92% |
$719 - $789
|
3.19K
$84.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
7.67KNew |
$188K - $203K
|
7.67K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28- 28.57% |
$688 - $741
|
70
$1.86K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
817+ 4.93% |
$20.1K - $21.6K
|
17.4K
$462K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
683New |
$16.7K - $17.7K
|
683
$18.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
600New |
$14.7K - $15.6K
|
600
$15.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
10New |
$245 - $259
|
10
$266
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.03K - $1.09K
|
42
$1.12K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-611- 4.26% |
$15K - $15.8K
|
13.7K
$365K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-361- 24.18% |
$7.59K - $8.65K
|
1.13K
$30.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.8KNew |
$1.68M - $1.91M
|
79.8K
$2.12M
|
|