Institutional Ownership Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 543,015 shares, which have been reported (via 13F filing form) to have a value of $13.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
86,964
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
69,721
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
63,263
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 59.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
47,204
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
45,524
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
40,463
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
34,525
shares
|
$855,529
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
32,699
shares
|
$810,281
0.52% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
28,733
shares
|
$712,003
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,417
shares
|
$307,693
0.01% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,223
shares
|
$302,885
0.0% of portfolio
|
Q1 2025
Added 37.63%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,908
shares
|
$295,080
0.0% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
10,831
shares
|
$268,392
0.08% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,849
shares
|
$244,058
0.0% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,225
shares
|
$228,595
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
8,713
shares
|
$215,908
0.07% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,655
shares
|
$140,130
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,562
shares
|
$137,826
0.0% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,870
shares
|
$46,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,868
shares
|
$46,289
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,700
shares
|
$42,126
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,500
shares
|
$37,170
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
497
shares
|
$12,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
100
shares
|
$2,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|