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 44 institutions that hold shares in the stock, with a total of 709,458 shares, which have been reported (via 13F filing form) to have a value of $18.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
110,284
shares
|
$2.9 Million
0.1% of portfolio
|
Q2 2024
Added 2.65%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
92,941
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
91,558
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
68,643
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2024
Added 24.98%
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
58,538
shares
|
$1.54 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
54,097
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Added 15.46%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
32,941
shares
|
$867,665
0.0% of portfolio
|
Q2 2024
Reduced 17.28%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
22,340
shares
|
$588,435
0.05% of portfolio
|
Q4 2022
Reduced 25.01%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
19,975
shares
|
$526,141
0.01% of portfolio
|
Q3 2023
Reduced 8.06%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
18,819
shares
|
$495,692
0.0% of portfolio
|
Q2 2024
Reduced 33.93%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
16,577
shares
|
$436,638
0.0% of portfolio
|
Q2 2024
Added 3.17%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
15,686
shares
|
$413,169
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
15,088
shares
|
$397,417
0.0% of portfolio
|
Q2 2024
Reduced 49.25%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
14,739
shares
|
$388,225
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
13,724
shares
|
$361,490
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,763
shares
|
$336,177
0.01% of portfolio
|
Q4 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
11,272
shares
|
$296,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
11,083
shares
|
$291,926
0.07% of portfolio
|
Q3 2023
Reduced 48.05%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,134
shares
|
$161,569
0.01% of portfolio
|
Q2 2020
Reduced 2.55%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,910
shares
|
$129,329
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
3,127
shares
|
$82,365
0.06% of portfolio
|
Q2 2024
Added 1.3%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
1,625
shares
|
$42,802
0.0% of portfolio
|
Q1 2020
Reduced 78.3%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,372
shares
|
$36,138
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,132
shares
|
$29,816
0.0% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,040
shares
|
$27,393
0.0% of portfolio
|
Q4 2022
New holding
|