DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
PWV

INVESCO EXCHANGE TRADED FD T

191 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V738·Exchange Traded Fund·191 13F holders·last filed Mar 31, 2026
Market cap
1.5%
vs prior quarter
13F value held
$751M
56.0% inst. owned
of float
Holders
191
-100 QoQ
filers reporting
Activity
+55 / −76
+911 added · −717 reduced
this quarter
Concentration
32.78%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

191 institutions reported PWV in Q1 2026. MORGAN STANLEY leads at 32.8% of the visible book. -100 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$246M3.5M0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$142M2.0M0.04%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$57M821K0.00%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$38M540K0.01%Q1 2026
05
UBS Group AG
CIK 0001610520
$32M465K0.00%Q1 2026
06
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$32M486K0.02%Q4 2025
07
Arkadios Wealth Advisors
CIK 0001800798
$27M387K0.44%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$24M337K0.03%Q1 2026
09
IAG Wealth Partners, LLC
CIK 0001827261
$23M323K2.51%Q1 2026
10
Atlas Private Wealth Advisors
CIK 0001814234
$16M233K3.62%Q4 2025
11
Stratos Investment Management, LLC
CIK 0001707206
$15M211K0.59%Q1 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M204K0.00%Q1 2026
13
SPWM Advisors LLC
CIK 0002111209
$13M176K11.17%Q1 2026
14
Kestra Advisory Services, LLC
CIK 0001830819
$12M167K0.04%Q1 2026
15
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$11M164K0.13%Q1 2026
16
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M162K0.00%Q1 2026
17
Wharton Business Group, LLC
CIK 0001513126
$11M156K0.41%Q1 2026
18
Regal Investment Advisors LLC
CIK 0001559789
$10M137K0.55%Q1 2026
19
ROYAL BANK OF CANADA
CIK 0001000275
$9M132K0.00%Q1 2026
20
Rockefeller Capital Management L.P.
CIK 0001739439
$9M126K0.02%Q1 2026
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