Institutional Ownership Invesco Exchange Traded Fd Tr (CVY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CVY). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 794,105 shares, which have been reported (via 13F filing form) to have a value of $20.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
135,768
shares
|
$3.68 Million
0.0% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
102,709
shares
|
$2.79 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
90,217
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
82,653
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
74,619
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
66,548
shares
|
$1.81 Million
0.57% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,625
shares
|
$966,506
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
32,409
shares
|
$879,256
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
27,580
shares
|
$748,245
0.0% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
27,268
shares
|
$739,780
0.0% of portfolio
|
Q2 2025
Added 96.77%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
22,340
shares
|
$606,084
0.04% of portfolio
|
Q4 2022
Reduced 25.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,394
shares
|
$471,899
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
14,519
shares
|
$393,900
0.0% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,724
shares
|
$372,332
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,312
shares
|
$361,154
0.0% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,763
shares
|
$346,260
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,134
shares
|
$166,415
0.01% of portfolio
|
Q2 2020
Reduced 2.55%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$59,686
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,005
shares
|
$54,395
0.0% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,200
shares
|
$32,556
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,132
shares
|
$30,711
0.0% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,040
shares
|
$28,215
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,007
shares
|
$27,319
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$27,130
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$27,130
0.0% of portfolio
|
Q2 2022
New holding
|