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 188 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 $834 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,338
shares
|
$88,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,295
shares
|
$85,767
0.0% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,192
shares
|
$78,946
0.0% of portfolio
|
Q1 2025
Added 8414.29%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,175
shares
|
$77,820
0.02% of portfolio
|
Q1 2022
Reduced 50.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,115
shares
|
$73,846
0.01% of portfolio
|
Q3 2025
Added 71.54%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
850
shares
|
$56,295
0.0% of portfolio
|
Q3 2025
Reduced 35.85%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
802
shares
|
$53,116
0.01% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
738
shares
|
$48,877
0.02% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
695
shares
|
$46,029
0.01% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
687
shares
|
$45,500
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
670
shares
|
$44,374
0.0% of portfolio
|
Q2 2020
Reduced 11.84%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
578
shares
|
$38,280
0.0% of portfolio
|
Q3 2025
Reduced 43.5%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
550
shares
|
$36,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
548
shares
|
$36,294
0.0% of portfolio
|
Q3 2025
Reduced 70.35%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
525
shares
|
$34,770
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
518
shares
|
$34,307
0.0% of portfolio
|
Q2 2021
Added 516.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
517
shares
|
$34,240
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
516
shares
|
$34,174
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
450
shares
|
$29,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
413
shares
|
$27,352
0.0% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
390
shares
|
$25,829
0.0% of portfolio
|
Q3 2025
Reduced 95.12%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
335
shares
|
$22,187
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
320
shares
|
$21,193
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
299
shares
|
$19,802
0.0% of portfolio
|
Q3 2022
Added 80.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
292
shares
|
$19,339
0.0% of portfolio
|
Q2 2023
New holding
|
|