Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Communication Services ETF include Grimes & Company, Inc., and Win Advisors, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Win Advisors, Inc | 73,037 | 2,794 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 181,604 | 5.38 | 6,948 | 13.94 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 468 | 1,070.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 166,495 | 305.03 | 6,370 | 338.10 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 32,250 | 1.52 | 1,234 | 9.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 41,644 | 198.48 | 1,593 | 223.12 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7,044 | 270 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 35,391 | 3,726.05 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 152,413 | 5,832 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 170,134 | 6,509 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 179,752 | 0.00 | 6,877 | 8.11 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,945 | 342 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8,449 | 0.08 | 323 | 8.39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,595 | 9.86 | 252 | 18.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 41,895 | 13.44 | 1,603 | 22.66 |
