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 $21.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
996
shares
|
$26,951
0.0% of portfolio
|
Q2 2022
Reduced 28.4%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
923
shares
|
$24,976
0.01% of portfolio
|
Q4 2021
Reduced 48.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
750
shares
|
$20,295
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
679
shares
|
$18,373
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
663
shares
|
$17,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
647
shares
|
$17,507
0.0% of portfolio
|
Q4 2021
Reduced 64.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
613
shares
|
$16,587
0.0% of portfolio
|
Q2 2025
Added 48.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
600
shares
|
$16,236
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
534
shares
|
$14,450
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
422
shares
|
$11,419
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
305
shares
|
$8,253
0.0% of portfolio
|
Q4 2023
Reduced 7.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$5,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
163
shares
|
$4,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
125
shares
|
$3,382
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
106
shares
|
$2,868
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
100
shares
|
$2,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
85
shares
|
$2,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
18
shares
|
$487
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10
shares
|
$270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|