Invesco Bloomberg MVP Multi-factor ETF (PWC) Institutional Ownership

$43.69
-0.09 (-0.21%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Bloomberg MVP Multi-factor ETF (NYSEARCA:PWC)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$4.47M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.24M
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PWC Institutional Buying and Selling by Quarter

Invesco Bloomberg MVP Multi-factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024Tidemark LLC1,179$48K0.0%N/A0.049%
1/31/2024 Institute for Wealth Management LLC.61,231$2.48M0.4%-13.7%2.551%
1/26/2024Cerity Partners LLC5,100$207K0.0%N/A0.213%
1/9/2024Beacon Capital Management LLC1,470$54K0.0%+200.0%0.061%
11/16/2023McIlrath & Eck LLC738$27K0.0%+200.0%0.031%
11/13/2023Clearstead Advisors LLC1,680$62K0.0%+200.0%0.070%
11/9/2023 Hamilton Point Investment Advisors LLC9,792$360K0.1%+200.0%0.408%
11/9/2023Blair William & Co. IL990$36K0.0%+200.0%0.041%
11/8/2023Aptus Capital Advisors LLC1,903$70K0.0%+46.3%0.079%
11/8/2023 HighTower Advisors LLC7,146$262K0.0%+200.0%0.298%
11/7/2023Clearstead Advisors LLC1,680$62K0.0%+200.0%0.070%
11/2/2023Family Asset Management LLC750$28K0.0%+200.0%0.031%
10/30/2023Sandy Spring Bank813$30K0.0%+200.0%0.034%
10/25/2023 Bellevue Asset Management LLC1,920$71K0.0%+200.0%0.080%
10/24/2023 Cambridge Investment Research Advisors Inc.48,574$1.79M0.0%+199.3%2.024%
10/23/2023Commonwealth Equity Services LLC12,888$474K0.0%+200.8%0.537%
10/20/2023 Evanson Asset Management LLC6,021$221K0.0%N/A0.251%
10/13/2023 Institute for Wealth Management LLC.70,912$2.61M0.5%+198.8%2.955%
7/31/2023LPL Financial LLC18,125$2.11M0.0%+1.9%0.755%
7/13/2023 Cambridge Investment Research Advisors Inc.16,229$1.89M0.0%-9.4%1.955%
5/11/2023 Cambridge Investment Research Advisors Inc.17,920$1.98M0.0%-54.3%2.159%
5/9/2023Aptus Capital Advisors LLC1,300$144K0.0%N/A0.157%
5/3/2023Family Asset Management LLC250$28K0.0%N/A0.030%
4/25/2023 Ridgewood Investments LLC1,441$159K0.1%N/A0.174%
4/20/2023 Institute for Wealth Management LLC.23,771$2.63M0.5%-1.2%2.864%
2/8/2023 Cambridge Investment Research Advisors Inc.39,232$4.08M0.0%+138.1%4.458%
2/7/2023LPL Financial LLC18,035$1.88M0.0%+3.9%2.049%
2/2/2023 Institute for Wealth Management LLC.24,071$2.50M0.5%-0.5%2.735%
10/18/2022 Institute for Wealth Management LLC.24,195$2.32M0.5%-0.9%2.520%
10/4/2022 Csenge Advisory Group6,628$634K0.1%N/A0.683%
7/21/2022Sandy Spring Bank271$26K0.0%N/A0.027%
7/19/2022Commonwealth Equity Services LLC4,318$407K0.0%-6.6%0.436%
2/11/2022MAI Capital Management1,967$247K0.0%N/A0.193%
2/3/2022 Cambridge Investment Research Advisors Inc.16,392$2.06M0.0%+2.6%1.591%
1/31/2022Commonwealth Equity Services LLC4,694$589K0.0%-2.2%0.451%
11/16/2021Cetera Advisor Networks LLC2,126$252K0.0%+14.2%0.201%
11/15/2021Flow Traders U.S. LLC2,122$252K0.0%N/A0.200%
11/15/2021 HighTower Advisors LLC2,526$299K0.0%N/A0.238%
11/10/2021Goldman Sachs Group Inc.10,839$1.29M0.0%+14.3%1.023%
11/2/2021 Cambridge Investment Research Advisors Inc.15,976$1.90M0.0%+4.8%1.507%
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10/29/2021Commonwealth Equity Services LLC4,799$569K0.0%-4.3%0.453%
8/16/2021Royal Bank of Canada7,757$948K0.0%-8.9%0.725%
8/13/2021LPL Financial LLC16,868$2.06M0.0%+0.6%1.576%
8/12/2021Blair William & Co. IL330$40K0.0%-23.3%0.031%
8/10/2021 Cambridge Investment Research Advisors Inc.15,248$1.86M0.0%+13.7%1.425%
8/9/2021 Bellevue Asset Management LLC640$78K0.0%-11.7%0.060%
8/2/2021Advisor Group Holdings Inc.2,897$354K0.0%-6.1%0.271%
5/18/2021Eaton Vance Management360$42K0.0%N/A0.032%
5/18/2021Morgan Stanley14,324$1.66M0.0%+1.2%1.290%
5/18/2021Citadel Advisors LLC9,257$1.07M0.0%+5.5%0.865%
5/17/2021Royal Bank of Canada8,519$986K0.0%+68.2%0.767%
5/17/2021Ameriprise Financial Inc.45,071$5.21M0.0%+2.8%4.060%
5/13/2021Blair William & Co. IL430$50K0.0%-58.3%0.039%
5/12/2021UBS Group AG10,459$1.21M0.0%-3.3%0.942%
5/11/2021 Novare Capital Management LLC1,835$212K0.0%N/A0.165%
5/10/2021Hochman Cole Investment Advisors Inc.1,849$214K0.1%N/A0.167%
5/7/2021 Cambridge Investment Research Advisors Inc.13,416$1.55M0.0%+4.1%1.209%
5/7/2021 Sowell Financial Services LLC473$57K0.0%+89.2%0.043%
5/7/2021 Fifth Third Bancorp738$85K0.0%N/A0.066%
5/4/2021 Institute for Wealth Management LLC.24,598$2.84M0.5%-6.5%2.216%
4/19/2021 North Star Investment Management Corp.325$38K0.0%N/A0.029%
3/26/2021Susquehanna International Group LLP4,913$520K0.0%-82.8%0.443%
2/17/2021 IMC Chicago LLC13,803$1.46M0.0%-22.9%1.232%
2/4/2021 Cambridge Investment Research Advisors Inc.12,882$1.36M0.0%+10.3%1.150%
2/2/2021Mosaic Family Wealth LLC1,966$208K0.1%N/A0.176%
2/1/2021 Institute for Wealth Management LLC.26,304$2.79M0.6%-1.0%2.349%
11/17/2020 IMC Chicago LLC17,908$1.68M0.0%-60.9%1.444%
11/13/2020Morgan Stanley18,735$1.75M0.0%-0.6%1.511%
11/13/2020Cetera Advisor Networks LLC2,683$251K0.0%-21.3%0.215%
11/9/2020LPL Financial LLC16,052$1.50M0.0%-11.7%1.284%
11/5/2020Cullen Frost Bankers Inc.3,550$332K0.0%N/A0.284%
11/5/2020Commonwealth Equity Services LLC8,109$759K0.0%+5.2%0.649%
11/5/2020Wells Fargo & Company MN4,483$420K0.0%-48.8%0.359%
10/29/2020 Cambridge Investment Research Advisors Inc.11,677$1.09M0.0%-2.1%0.898%
8/17/2020 Private Advisor Group LLC389$34K0.0%N/A0.029%
8/14/2020Bank of America Corp DE5,364$474K0.0%+2.4%0.397%
8/14/2020Advisor Group Holdings Inc.3,435$304K0.0%+5.3%0.254%
8/12/2020Blair William & Co. IL1,032$91K0.0%+47.0%0.076%
8/12/2020Commonwealth Equity Services LLC7,706$680K0.0%+6.8%0.571%
7/31/2020UBS Group AG11,544$1.02M0.0%+22.5%0.855%
7/30/2020 Institute for Wealth Management LLC.26,579$2.35M0.6%-0.6%1.969%
7/27/2020 Cambridge Investment Research Advisors Inc.11,929$1.05M0.0%-11.5%0.884%
6/16/2020Royal Bank of Canada44,312$3.26M0.0%+203.9%3.282%
5/18/2020Advisor Group Holdings Inc.3,261$242K0.0%N/A0.242%
5/15/2020Morgan Stanley26,526$1.95M0.0%+4.0%1.965%
5/14/2020 IMC Chicago LLC23,892$1.76M0.0%N/A1.770%
5/14/2020Wells Fargo & Company MN8,765$645K0.0%-20.7%0.649%
5/11/2020Commonwealth Equity Services LLC7,215$530K0.0%-17.4%0.534%
5/11/2020Stratford Consulting LLC686$50K0.0%-37.0%0.051%
5/8/2020 Cambridge Investment Research Advisors Inc.13,486$992K0.0%-30.9%0.999%
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5/8/2020Cetera Advisor Networks LLC4,797$353K0.0%-19.8%0.355%
5/1/2020UBS Group AG9,423$693K0.0%-14.0%0.673%
(Data available from 1/1/2016 forward)

PWC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWC shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Invesco Bloomberg MVP Multi-factor ETF. The most heavily invested institutionals were Institute for Wealth Management LLC. ($2.48M), LPL Financial LLC ($2.11M), Cambridge Investment Research Advisors Inc. ($1.79M), Csenge Advisory Group ($634K), Commonwealth Equity Services LLC ($474K), Hamilton Point Investment Advisors LLC ($360K), and HighTower Advisors LLC ($262K).Learn more on PWC's institutional investors.

Which institutional investors have been buying Invesco Bloomberg MVP Multi-factor ETF stock?

Of the 19 institutional investors that purchased Invesco Bloomberg MVP Multi-factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($55.10K), Institute for Wealth Management LLC. ($47.18K), Commonwealth Equity Services LLC ($8.60K), Csenge Advisory Group ($6.63K), Hamilton Point Investment Advisors LLC ($6.53K), Evanson Asset Management LLC ($6.02K), and Cerity Partners LLC ($5.10K).

How much institutional buying is happening at Invesco Bloomberg MVP Multi-factor ETF?

Institutional investors have bought a total of 152,673 shares in the last 24 months. This purchase volume represents approximately $5.56M in transactions.

Which Invesco Bloomberg MVP Multi-factor ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco Bloomberg MVP Multi-factor ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($23.00K), Institute for Wealth Management LLC. ($10.33K), and Commonwealth Equity Services LLC ($306.00).

How much institutional selling is happening at Invesco Bloomberg MVP Multi-factor ETF?

Institutional investors have sold a total of 33,635 shares in the last 24 months. This volume of shares sold represents approximately $1.27M in transactions.


This page (NYSEARCA:PWC) was last updated on 5/9/2024 by MarketBeat.com Staff

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