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 144 institutions that hold shares in the stock, with a total of 9.57 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,281,409
shares
|
$181 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
970,364
shares
|
$53.4 Million
0.03% of portfolio
|
Q1 2024
Added 4.36%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
630,545
shares
|
$34.7 Million
0.0% of portfolio
|
Q1 2024
Added 3.31%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
504,604
shares
|
$27.8 Million
0.02% of portfolio
|
Q1 2024
Added 1.34%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
502,279
shares
|
$27.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
Wharton Business Group, LLC
Malvern, PA |
May 13, 2024 Q1 2024 |
180,417
shares
|
$9.93 Million
0.49% of portfolio
|
Q4 2023
Reduced 12.12%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
178,223
shares
|
$9.81 Million
0.02% of portfolio
|
Q1 2024
Added 0.51%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
May 03, 2024 Q1 2024 |
177,071
shares
|
$9.75 Million
3.36% of portfolio
|
Q1 2024
Reduced 54.7%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
155,944
shares
|
$8.58 Million
0.65% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
145,559
shares
|
$8.01 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
144,878
shares
|
$7.97 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
138,690
shares
|
$7.63 Million
0.0% of portfolio
|
Q1 2024
Added 14.49%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
129,922
shares
|
$7.15 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
128,326
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2024
Added 6.01%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
127,579
shares
|
$7.02 Million
0.02% of portfolio
|
Q1 2024
Added 178.12%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
125,865
shares
|
$6.93 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.68%
|
|
Ullmann Wealth Partners Group, LLC
|
May 10, 2024 Q1 2024 |
124,979
shares
|
$6.88 Million
1.05% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
124,979
shares
|
$6.88 Million
0.05% of portfolio
|
Q1 2024
Added 4.82%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
106,295
shares
|
$5.85 Million
0.17% of portfolio
|
Q4 2023
Added 54.02%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
96,200
shares
|
$5.29 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
86,848
shares
|
$4.78 Million
0.06% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
85,005
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2024
Reduced 60.35%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
76,895
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2024
Added 5.09%
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 15, 2024 Q1 2024 |
52,311
shares
|
$2.88 Million
3.08% of portfolio
|
Q4 2023
New holding
|
|
Horizon Family Wealth, Inc.
|
May 09, 2024 Q1 2024 |
50,131
shares
|
$2.76 Million
2.3% of portfolio
|
Q1 2024
Added 0.47%
|