Vault-13

INVESCO EXCHANGE TRADED FD T PWV

LARGE CAP VALUE · ETP · CUSIP 46137V738

160 institutional holders +1 vs Q3 2024
11,005,15111.0m shares reported held*
$626.0mreported value*
8 new 39 added 47 reduced 11 sold out net bought ≈ $2.1m (+36.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($796 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.89.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 132Q4 22: 145Q1 23: 140Q2 23: 135Q3 23: 133Q4 23: 139Q1 24: 142Q2 24: 149Q3 24: 159Q4 24: 160160Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022132
Q4 2022145
Q1 2023140
Q2 2023135
Q3 2023133
Q4 2023139
Q1 2024142
Q2 2024149
Q3 2024159
Q4 2024160

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 23: 38 bought or addedQ1 23: 63 cut or sold outQ2 23: 38 bought or addedQ2 23: 54 cut or sold outQ2 23Q3 23: 36 bought or addedQ3 23: 47 cut or sold outQ4 23: 36 bought or addedQ4 23: 46 cut or sold outQ4 23Q1 24: 51 bought or addedQ1 24: 48 cut or sold outQ2 24: 47 bought or addedQ2 24: 46 cut or sold outQ2 24Q3 24: 62 bought or addedQ3 24: 41 cut or sold outQ4 24: 47 bought or addedQ4 24: 58 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233863
Q2 20233854
Q3 20233647
Q4 20233646
Q1 20245148
Q2 20244746
Q3 20246241
Q4 20244758

Biggest buyers

MORGAN STANLEY Added +257,786+257.8k
Atlas Private Wealth Advisors Added +40,436+40.4k
Cambridge Investment Research Advisors, Inc. Added +30,407+30.4k
OSAIC HOLDINGS, INC. Added +22,670+22.7k
ENVESTNET ASSET MANAGEMENT INC Added +16,567+16.6k
Kestra Advisory Services, LLC Added +16,079+16.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +12,971+13.0k
Focus Partners Wealth Added +10,949+10.9k
Regal Investment Advisors LLC Added +10,906+10.9k
Maia Wealth LLC Added +8,799+8.8k

Biggest sellers

PFG Private Wealth Management, LLC Reduced -182,310-182.3k
LPL Financial LLC Reduced -76,757-76.8k
Good Life Advisors, LLC Reduced -58,266-58.3k
IAG Wealth Partners, LLC Reduced -19,263-19.3k
GOLDMAN SACHS GROUP INC Reduced -16,837-16.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -6,746-6.7k
WELLS FARGO & COMPANY/MN Reduced -6,631-6.6k
Atria Wealth Solutions, Inc. Reduced -6,189-6.2k
Sanctuary Advisors, LLC Sold out -5,064-5.1k
Orion Porfolio Solutions, LLC Sold out -4,410-4.4k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,668,3383.7m $208.6m $208.6m 0.01% Added +257.8k +257,786
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,052,0311.1m $59.8m $59.8m 0.02% Reduced -76.8k -76,757
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 628,382628.4k $35.7m $35.7m 0.00% Added +8.5k +8,546
4 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 543,778543.8k $30.9m $30.9m 0.02% Added +8.2k +8,163
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 502,394502.4k $28.6m $28.6m 0.01% Added +261 +261
6 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 434,432434.4k $24.7m $24.7m 0.04% Added +13.0k +12,971
7 IAG Wealth Partners, LLC 2.84% of their portfolio WAUKESHA, WI 283,338283.3k $16.1m $16.1m 2.84% Reduced -19.3k -19,263
8 Atlas Private Wealth Advisors 2.24% of their portfolio RED BANK, NJ 277,302277.3k $15.8m $15.8m 2.24% Added +40.4k +40,436
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 258,292258.3k $14.7m $14.7m 0.01% First filing
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 184,958185.0k $10.5m $10.5m 0.00% Added +16.6k +16,567
11 Wharton Business Group, LLC 0.45% of their portfolio MALVERN, PA 176,772176.8k $10.1m $10.1m 0.45% Reduced -2.5k -2,490
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 148,282148.3k $8.4m $8.4m 0.00% Reduced -1.2k -1,233
13 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 147,925147.9k $8.4m $8.4m 0.05% Added +16.1k +16,079
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 147,386147.4k $8.4m $8.4m 0.00% Reduced -6.6k -6,631
15 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 146,995147.0k $8.4m $8.4m 0.02% Reduced -386 -386
16 Cullen/Frost Bankers, Inc. 0.11% of their portfolio San Antonio, TX 145,594145.6k $8.3m $8.3m 0.11% Reduced -430 -430
17 Regal Investment Advisors LLC 0.52% of their portfolio KENTWOOD, MI 122,613122.6k $7.0m $7.0m 0.52% Added +10.9k +10,906
18 Ullmann Wealth Partners Group, LLC 0.88% of their portfolio JACKSONVILLE BEACH, FL 119,623119.6k $6.8m $6.8m 0.88% Reduced -4.3k -4,296
19 Arkadios Wealth Advisors 0.37% of their portfolio ATLANTA, GA 117,683117.7k $6.7m $6.7m 0.37% Reduced -3.9k -3,867
20 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 110,514110.5k $6.3m $6.3m 0.02% Reduced -3.1k -3,141
21 Stonebridge Financial Group, LLC 0.68% of their portfolio Wormleysburg, PA 109,170109.2k $6.2m $6.2m 0.68% First filing
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 108,167108.2k $6.2m $6.2m 0.01% Added +22.7k +22,670
23 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 84,28384.3k $4.8m $4.8m 0.05% Reduced -1.3k -1,309
24 Mill Creek Capital Advisors, LLC 0.09% of their portfolio Conshohocken, PA 69,01369.0k $3.9m $3.9m 0.09% Unchanged
25 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 65,58065.6k $3.7m $3.7m 0.01% Added +30.4k +30,407
26 Good Life Advisors, LLC 0.27% of their portfolio READING, PA 64,67664.7k $3.7m $3.7m 0.27% Reduced -58.3k -58,266
27 Cooksen Wealth, LLC 2.74% of their portfolio THE WOODLANDS, TX 52,31152.3k $3.0m $3.0m 2.74% Unchanged
28 Horizon Family Wealth, Inc. 1.93% of their portfolio CHICAGO, IL 50,95051.0k $2.9m $2.9m 1.93% Added +260 +260
29 AGH Wealth Advisors, LLC 2.38% of their portfolio Wichita, KS 45,22345.2k $2.6m $2.6m 2.38% First filing
30 Main Street Financial Solutions, LLC 0.22% of their portfolio NEWTOWN, PA 39,42239.4k $2.2m $2.2m 0.22% Reduced -200 -200
31 Firestone Capital Management 0.53% of their portfolio SOUTH MIAMI, FL 37,51337.5k $2.1m $2.1m 0.53% Unchanged
32 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 37,26237.3k $2.1m $2.1m 0.00% Added +411 +411
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 36,76936.8k $2.1m $2.1m 0.00% Added +220 +220
34 Parallel Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 35,15035.1k $2.0m $2.0m 0.05% Unchanged
35 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 33,10633.1k $1.9m $1.9m 0.06% Added +292 +292
36 Prosperity Consulting Group, LLC 0.11% of their portfolio OWINGS MILLS, MD 26,49826.5k $1.5m $1.5m 0.11% Unchanged
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 26,30826.3k $1.5m $1.5m 0.00% Reduced -236 -236
38 JNBA Financial Advisors 0.15% of their portfolio BLOOMINGTON, MN 25,37825.4k $1.4m $1.4m 0.15% Reduced -939 -939
39 WILLNER & HELLER, LLC 1.25% of their portfolio ENCINO, CA 25,02325.0k $1.4m $1.4m 1.25% Added +112 +112
40 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 24,85824.9k $1.4m $1.4m 0.05% Reduced -844 -844
41 Philip James Wealth Mangement, LLC 0.18% of their portfolio MILTON, GA 24,84424.8k $1.4m $1.4m 0.18% Reduced -1.0k -1,005
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 24,68624.7k $1.4m $1.4m 0.00% Added +7.3k +7,296
43 Evolution Advisers, Inc. 0.76% of their portfolio RICHMOND, VA 24,30024.3k $1.4m $1.4m 0.76% Unchanged
44 Maia Wealth LLC 0.30% of their portfolio DENVER, CO 23,42223.4k $1.4m $1.4m 0.30% Added +8.8k +8,799
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,71720.7k $1.2m $1.2m 0.00% Reduced -182 -182
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,31620.3k $1.2m $1.2m 0.00% Reduced -261 -261
47 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 18,85018.9k $1.1m $1.1m 0.00% Reduced -700 -700
48 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 18,52218.5k $1.1m $1.1m 0.02% Added +20 +20
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,12418.1k $1.0m $1.0m 0.00% Unchanged
50 MSH Capital Advisors LLC 0.32% of their portfolio SCOTTSDALE, AZ 18,05718.1k $1.0m $1.0m 0.32% Unchanged
51 CPC Advisors, LLC 0.14% of their portfolio Atlanta, GA 18,02318.0k $1.0m $1.0m 0.14% Unchanged
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 18,00818.0k $1.0m $1.0m 0.01% Reduced -227 -227
53 Evercore Wealth Management, LLC 0.02% of their portfolio New York, NY 17,78217.8k $1.0m $1.0m 0.02% Unchanged
54 CONDOR CAPITAL MANAGEMENT 0.09% of their portfolio MARTINSVILLE, NJ 17,77617.8k $1.0m $1.0m 0.09% Reduced -79 -79
55 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,98017.0k $965.7k $965.7k 0.00% Reduced -3.2k -3,197
56 COMERICA BANK 0.00% of their portfolio DALLAS, TX 16,53716.5k $940.6k $940.6k 0.00% Added +325 +325
57 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 16,24916.2k $924.2k $924.2k 0.05% Reduced -537 -537
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,09416.1k $915.4k $915.4k 0.00% Added +10.9k +10,949
59 FIDUCIENT ADVISORS LLC 0.11% of their portfolio Chicago, IL 15,46515.5k $879.6k $879.6k 0.11% Unchanged
60 Institute for Wealth Management, LLC. 0.10% of their portfolio DENVER, CO 14,61114.6k $831.0k $831.0k 0.10% Reduced -46 -46
61 Paragon Private Wealth Management, LLC 0.37% of their portfolio LEXINGTON, KY 14,26514.3k $811.3k $811.3k 0.37% Unchanged
62 HOWARD WEALTH MANAGEMENT, LLC 0.41% of their portfolio Madison, CT 13,44713.4k $764.8k $764.8k 0.41% Reduced -38 -38
63 Wealthspire Retirement, LLC 0.05% of their portfolio ALISO VIEJO, CA 11,99012.0k $681.9k $681.9k 0.05% Unchanged
64 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,22711.2k $638.5k $638.5k 0.00% Reduced -2.1k -2,131
65 Cornerstone Wealth Management, LLC 0.04% of their portfolio ST. PETERS, MO 10,75510.8k $611.7k $611.7k 0.04% Unchanged
66 Retirement Investment Advisors, Inc. 0.06% of their portfolio OKLAHOMA CITY, OK 10,50210.5k $597.3k $597.3k 0.06% Reduced -2.1k -2,096
67 Parker Financial LLC 0.29% of their portfolio SILVERDALE, WA 10,50010.5k $597.2k $597.2k 0.29% Reduced -3.0k -2,992
68 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,37710.4k $590.0k $590.0k 0.00% Added +1.2k +1,238
69 Armbruster Capital Management, Inc. 0.12% of their portfolio PITTSFORD, NY 10,11710.1k $575.4k $575.4k 0.12% Unchanged
70 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 10,00310.0k $568.9k $568.9k 0.01% Reduced -26 -26
71 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 9,8089.8k $557.8k $557.8k 0.01% Unchanged
72 FMR LLC 0.00% of their portfolio BOSTON, MA 9,4059.4k $534.9k $534.9k 0.00% Added +112 +112
73 Rockwood Wealth Management, LLC 0.06% of their portfolio New Hope, PA 9,4039.4k $533.3k $533.3k 0.06% Unchanged
74 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,2439.2k $525.7k $525.7k 0.00% Reduced -16.8k -16,837
75 Strategic Investment Advisors / MI 0.05% of their portfolio FARMINGTON HILLS, MI 8,9118.9k $506.8k $506.8k 0.05% Reduced -53 -53
76 SimpliFi, Inc. 0.23% of their portfolio SAN DIEGO, CA 8,8788.9k $504.9k $504.9k 0.23% Reduced -31 -31
77 Bedel Financial Consulting, Inc. 0.07% of their portfolio INDIANAPOLIS, IN 8,8328.8k $532.1k $532.1k 0.07% Unchanged
78 HARMONY ASSET MANAGEMENT LLC 0.19% of their portfolio SCOTTSDALE, AZ 8,2568.3k $469.6k $469.6k 0.19% Reduced -84 -84
79 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,1058.1k $461.0k $461.0k 0.01% Added +11 +11
80 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,6407.6k $434.5k $434.5k 0.01% Reduced -186 -186
81 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,4377.4k $423.0k $423.0k 0.00% Reduced -47 -47
82 Wescott Financial Advisory Group, LLC 0.04% of their portfolio Philadelphia, PA 7,1197.1k $404.9k $404.9k 0.04% Unchanged
83 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 7,1047.1k $404.1k $404.1k 0.00% Reduced -6.2k -6,189
84 WealthShield Partners, LLC 0.06% of their portfolio CARY, NC 7,0687.1k $402.0k $402.0k 0.06% Reduced -165 -165
85 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,9286.9k $394.1k $394.1k 0.01% Reduced -17 -17
86 TCTC Holdings, LLC 0.01% of their portfolio DALLAS, TX 6,5476.5k $372.4k $372.4k 0.01% Unchanged
87 MCF Advisors LLC 0.03% of their portfolio LEXINGTON, KY 6,5006.5k $369.7k $369.7k 0.03% Unchanged
88 RDA Financial Network 0.11% of their portfolio AKRON, IA 6,3506.3k $361.2k $361.2k 0.11% Added +30 +30
89 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 6,2236.2k $352.1k $352.1k 0.02% Added +223 +223
90 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 5,8595.9k $333.2k $333.2k 0.00% New
91 O'Dell Group, LLC 0.07% of their portfolio CINCINNATI, OH 5,8255.8k $331.3k $331.3k 0.07% Unchanged
92 GREENLEAF TRUST 0.00% of their portfolio KALAMAZOO, MI 5,3885.4k $306.4k $306.4k 0.00% Unchanged
93 Financial Perspectives, Inc 0.10% of their portfolio MINNEAPOLIS, MN 5,3845.4k $306.2k $306.2k 0.10% Added +1 +1
94 True Wealth Design, LLC 0.11% of their portfolio AKRON, OH 5,2065.2k $296.1k $296.1k 0.11% Unchanged
95 Sound View Wealth Advisors Group, LLC 0.02% of their portfolio SAVANNAH, GA 4,9384.9k $280.9k $280.9k 0.02% Unchanged
96 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 4,8354.8k $275.0k $275.0k 0.00% New
97 Betterment LLC 0.00% of their portfolio NEW YORK, NY 4,6604.7k $265.0k $265.0k 0.00% Added +58 +58
98 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 4,6124.6k $262.3k $262.3k 0.00% Added +7 +7
99 WESBANCO BANK INC 0.01% of their portfolio WHEELING, WV 4,5694.6k $259.9k $259.9k 0.01% Unchanged
100 Alpha Cubed Investments, LLC 0.01% of their portfolio COSTA MESA, CA 4,5324.5k $257.7k $257.7k 0.01% Reduced -5 -5