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 28 institutions that hold shares in the stock, with a total of 508,369 shares, which have been reported (via 13F filing form) to have a value of $12.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
76,963
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,430
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,896
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 140.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
42,876
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
40,851
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
39,753
shares
|
$986,271
0.0% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
33,852
shares
|
$839,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
31,427
shares
|
$779,703
0.46% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
28,733
shares
|
$712,865
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,541
shares
|
$534,432
0.0% of portfolio
|
Q4 2024
Added 109.4%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,292
shares
|
$354,584
0.0% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,893
shares
|
$270,255
0.0% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
10,775
shares
|
$267,327
0.08% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,874
shares
|
$244,973
0.0% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
8,994
shares
|
$223,141
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,881
shares
|
$220,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,776
shares
|
$217,732
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
8,670
shares
|
$215,102
0.07% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,355
shares
|
$182,477
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,655
shares
|
$140,300
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,868
shares
|
$46,345
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,700
shares
|
$42,177
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
718
shares
|
$17,813
0.0% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
497
shares
|
$12,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
266
shares
|
$6,599
0.0% of portfolio
|
Q3 2024
New holding
|