HolderBook

INVESCO EXCHANGE TRADED FD T (CVY)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

41
Reporting holders
$21.4M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MORGAN STANLEY$4.7M162,1090.00%33qHELD
HBK Sorce Advisory LLC$2.6M86,8940.05%14q-3.3%-$89.6K
Kestra Advisory Services, LLC$2.6M89,1250.01%3q+1.5%+$37.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M85,5750.00%7q+66.5%+$985.2K
LPL Financial LLC$2.4M83,1680.00%31q+9.0%+$198.6K
Beacon Pointe Advisors, LLC$1.9M66,2120.01%newNEW
RAYMOND JAMES FINANCIAL INC$1.1M39,5950.00%7q+12.2%+$124.3K
WELLS FARGO & COMPANY/MN$708.2K24,5590.00%31q-50.0%-$707.3K
TRUSTMARK BANK TRUST DEPARTMENT$644.2K22,3400.04%18qHELD
OSAIC HOLDINGS, INC.$562.8K19,5180.00%26q-8.3%-$51.0K
BANK OF AMERICA CORP /DE/$403.9K14,0060.00%31q+2.8%+$10.9K
Haverford Trust Co$237.3K8,2280.00%2q-8.4%-$21.8K
Fifth Third Securities, Inc.$231.5K8,0290.01%newNEW
FIFTH THIRD BANCORP$155.0K5,3740.00%2qHELD
FMR LLC$92.3K3,2000.00%13q-6.4%-$6.3K
MERCER GLOBAL ADVISORS INC /ADV$81.9K2,8400.00%newNEW
Rockefeller Capital Management L.P.$80.0K2,7730.00%4q+0.7%
HARBOUR INVESTMENTS, INC.$53.4K1,8530.00%17qHELD
ROYAL BANK OF CANADA$41.0K1,4410.00%31q+43.1%+$12.3K
Cape Investment Advisory, Inc.$34.6K1,2000.01%newNEW
EverSource Wealth Advisors, LLC$29.2K1,0120.00%15qHELD
PRIVATE TRUST CO NA$28.8K1,0000.00%17qHELD
PNC Financial Services Group, Inc.$28.7K9960.00%31qHELD
JPMORGAN CHASE & CO$24.4K8420.00%4q-3.1%
ASSETMARK, INC$19.1K6630.00%6qHELD
UBS Group AG$17.6K6100.00%31q-73.8%-$49.5K
ROTHSCHILD INVESTMENT LLC$17.3K6000.00%11qHELD
JONES FINANCIAL COMPANIES LLLP$14.5K5000.00%8qHELD
Financial Perspectives, Inc$12.7K4410.00%27q+1.6%
Geneos Wealth Management Inc.$11.5K4000.00%33qHELD
SIMPLEX TRADING, LLC$7.4Koptions only0.00%2qOPTIONS
Ameritas Investment Partners, Inc.$7.2K2500.00%31qHELD
Institute for Wealth Management, LLC.$6.1K2100.00%newNEW
Steward Partners Investment Advisory, LLC$5.9K2050.00%22q-69.8%-$13.7K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.8K2000.00%newNEW
Larson Financial Group LLC$5.5K1900.00%4qHELD
ST GERMAIN D J CO INC$4.9K1700.00%5q+1.8%
CoreCap Advisors, LLC$2.9K1000.00%3qHELD
Cambridge Investment Research Advisors, Inc.$2.2K77,3200.00%19q+110.8%+$1.2K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.2K420.00%3qHELD
DHJJ Financial Advisors, Ltd.$520180.00%12qHELD
Golden State Wealth Management, LLC$8830.00%newNEW
Capital Advisors, Ltd. LLC$196470.00%31qHELD
CX Institutional$144860.00%6q-4.7%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202641$21.4M736,4917980.0%
Q1 202641$18.0M659,78971350.1%
Q4 202542$17.7M654,18051290.0%
Q3 202537$15.1M565,4846890.0%
Q2 202532$14.5M562,9173880.0%
Q1 202532$14.3M565,0511880.0%
Q4 202436$14.1M560,4097940.0%
Q3 202432$14.2M542,4312950.0%
Q2 202435$13.6M539,4924790.0%
Q1 202435$18.7M727,25001060.0%
Q4 202339$17.9M752,01666100.0%
Q3 202334$11.4M518,66567100.0%
Q2 202330$10.5M489,80017110.0%
Q1 202331$11.1M526,5507580.0%
Q4 202224$8.2M389,8854860.0%
Q3 202232$8.7M438,8542580.0%
Q2 202239$11.2M544,35497140.0%
Q1 202233$11.3M471,63648110.0%
Q4 202139$15.0M613,6234780.0%
Q3 202140$11.2M470,764110120.0%
Q2 202144$12.7M518,66971090.0%
Q1 202143$11.5M486,07066150.0%
Q4 202040$13.2M658,35234150.0%
Q3 202037$10.8M658,68032180.0%
Q2 202044$19.4M1,180,92813220.0%
Q1 202049$24.0M1,729,521413180.0%
Q4 201958$54.5M2,329,08658230.0%
Q3 201956$45.3M2,038,906214180.0%
Q2 201962$49.4M2,230,342711230.0%
Q1 201962$58.2M2,520,790411160.0%
Q4 201862$60.9M3,096,0691240.0%