Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $833 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,626,334
shares
|
$240 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,529,382
shares
|
$101 Million
0.03% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
815,643
shares
|
$54 Million
0.0% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
564,431
shares
|
$37.4 Million
0.02% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
508,334
shares
|
$33.7 Million
0.04% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
486,139
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
327,464
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
316,933
shares
|
$21 Million
2.78% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
220,281
shares
|
$14.6 Million
3.78% of portfolio
|
Q3 2025
Reduced 50.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,481
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
201,960
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
170,370
shares
|
$11.3 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
167,660
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
155,944
shares
|
$10.3 Million
0.65% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
155,562
shares
|
$10.3 Million
0.46% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
153,792
shares
|
$10.2 Million
0.12% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
143,707
shares
|
$9.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
139,636
shares
|
$9.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
136,764
shares
|
$9.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
133,371
shares
|
$8.83 Million
0.6% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
108,293
shares
|
$7.17 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
107,298
shares
|
$7.11 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
106,525
shares
|
$7.06 Million
0.18% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
104,877
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
104,744
shares
|
$6.94 Million
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|