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 163 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $635 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
8,964
shares
|
$518,477
0.06% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
8,909
shares
|
$515,296
0.24% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
8,832
shares
|
$510,842
0.07% of portfolio
|
Q1 2023
Reduced 17.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
8,695
shares
|
$502,918
0.0% of portfolio
|
Q3 2024
Added 94.69%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
8,340
shares
|
$482,385
0.18% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,094
shares
|
$468,156
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,826
shares
|
$452,655
0.01% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,484
shares
|
$432,874
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,233
shares
|
$418,356
0.06% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,119
shares
|
$411,762
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,945
shares
|
$401,698
0.02% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,746
shares
|
$390,188
0.0% of portfolio
|
Q3 2024
Added 46.65%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
6,547
shares
|
$378,678
0.01% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
6,500
shares
|
$375,960
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,320
shares
|
$365,548
0.12% of portfolio
|
Q3 2024
Added 38.6%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,000
shares
|
$347,040
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,825
shares
|
$336,918
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,388
shares
|
$311,641
0.0% of portfolio
|
Q4 2020
Reduced 13.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
5,383
shares
|
$311,352
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
5,206
shares
|
$301,115
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,145
shares
|
$297,586
0.0% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
5,064
shares
|
$292,901
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,938
shares
|
$285,613
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,605
shares
|
$266,353
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,602
shares
|
$266,179
0.0% of portfolio
|
Q3 2024
Added 12.68%
|