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 $528 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Grimes & Company, Inc.
|
Apr 17, 2024 Q1 2024 |
3,912
shares
|
$215,864
0.01% of portfolio
|
Q1 2024
New holding
|
|
Lex Aurum Advisors, LLC
|
Apr 10, 2024 Q1 2024 |
3,832
shares
|
$211,449
0.06% of portfolio
|
Q1 2024
New holding
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
May 03, 2024 Q1 2024 |
3,777
shares
|
$208,414
0.13% of portfolio
|
Q1 2024
Reduced 13.98%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
3,155
shares
|
$174,092
0.12% of portfolio
|
Q4 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
3,007
shares
|
$165,926
0.0% of portfolio
|
Q1 2024
Reduced 49.3%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
3,007
shares
|
$165,926
0.04% of portfolio
|
Q1 2024
Added 0.23%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
2,785
shares
|
$153,676
0.04% of portfolio
|
Q1 2023
Added 877.19%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
2,500
shares
|
$137,950
0.02% of portfolio
|
Q2 2018
New holding
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,000
shares
|
$110,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,998
shares
|
$110,249
0.0% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,849
shares
|
$102,027
0.0% of portfolio
|
Q2 2023
Reduced 26.16%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,753
shares
|
$96,730
0.01% of portfolio
|
Q1 2024
Added 35.37%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,710
shares
|
$94,357
0.0% of portfolio
|
Q4 2023
Reduced 18.96%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
1,579
shares
|
$87,129
0.0% of portfolio
|
Q4 2023
Reduced 11.49%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,492
shares
|
$82,328
0.0% of portfolio
|
Q3 2022
Added 7.18%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,458
shares
|
$80,452
0.0% of portfolio
|
Q1 2024
Added 8.0%
|
|
Oak Harbor Wealth Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,175
shares
|
$64,836
0.02% of portfolio
|
Q1 2022
Reduced 50.21%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
802
shares
|
$44,254
0.01% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
670
shares
|
$36,970
0.0% of portfolio
|
Q2 2020
Reduced 11.84%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
664
shares
|
$36,639
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
650
shares
|
$35,867
0.0% of portfolio
|
Q3 2023
New holding
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
548
shares
|
$30,238
0.0% of portfolio
|
Q1 2023
Reduced 47.46%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
518
shares
|
$28,583
0.0% of portfolio
|
Q2 2021
Added 516.67%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
517
shares
|
$28,528
0.01% of portfolio
|
Q4 2022
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
505
shares
|
$27,865
0.01% of portfolio
|
Q4 2023
New holding
|