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Invesco VRDO Tax-Free ETF (PVI) Institutional Ownership

$24.82 +0.04 (+0.16%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco VRDO Tax-Free ETF (NYSEARCA:PVI)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.75M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.76M
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PVI Institutional Buying and Selling by Quarter

Invesco VRDO Tax-Free ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC17,828$443K0.0%+74.5%1.150%
11/1/2024 Atria Investments Inc108,841$2.71M0.0%+5.5%7.022%
10/28/2024 US Bancorp DE1,760$44K0.0%-40.3%0.114%
10/24/2024 Wealth Enhancement Advisory Services LLC10,893$271K0.0%-21.4%0.703%
10/21/2024 Foundations Investment Advisors LLC11,253$280K0.0%+12.8%0.726%
10/18/2024Net Worth Advisory Group8,603$214K0.1%N/A0.555%
10/10/2024 First Affirmative Financial Network32,504$808K0.4%+109.2%2.097%
10/7/2024 WealthBridge Capital Management LLC10,700$266K0.1%-4.1%0.690%
9/5/2024 Sanctuary Advisors LLC102,612$2.55M0.0%N/A6.620%
8/2/2024 Foundations Investment Advisors LLC9,974$247K0.0%N/A0.643%
7/25/2024 SimpliFi Inc.28,733$712K0.3%N/A1.854%
7/16/2024 Wealth Enhancement Advisory Services LLC13,863$344K0.0%-7.2%0.894%
7/10/2024 First Affirmative Financial Network15,535$385K0.3%+5.3%1.002%
5/1/2024 Janney Capital Management LLC41,697$1.03M0.1%-1.2%2.606%
4/15/2024 Wealthcare Advisory Partners LLC39,262$974K0.0%-11.4%2.708%
2/8/2024 Janney Capital Management LLC42,206$1.05M0.1%-66.4%2.281%
2/6/2024 Wealthcare Advisory Partners LLC44,323$1.10M0.0%-6.6%2.396%
2/6/2024 Smart Money Group LLC17,570$435K0.2%-8.9%0.950%
1/16/2024Raymond James & Associates28,395$704K0.0%-29.3%1.535%
1/11/2024 Brookstone Capital Management9,073$225K0.0%N/A0.490%
11/8/2023 Janney Capital Management LLC125,538$3.12M0.2%-3.7%6.786%
11/8/2023 WealthBridge Capital Management LLC11,951$297K0.1%-21.9%0.646%
10/24/2023Raymond James & Associates40,173$998K0.0%-27.8%2.172%
10/24/2023 Cambridge Investment Research Advisors Inc.22,874$568K0.0%-84.7%1.236%
10/16/2023 First Affirmative Financial Network14,712$365K0.4%-3.6%0.795%
10/12/2023 Wealthcare Advisory Partners LLC47,432$1.18M0.1%-18.9%2.564%
10/11/2023 CWM LLC9,398$233K0.0%N/A0.508%
10/4/2023 Massmutual Trust Co. FSB ADV17,471$434K0.0%N/A0.944%
8/2/2023 Bank of Montreal Can10,357$258K0.0%N/A0.560%
7/31/2023 LPL Financial LLC81,336$2.03M0.0%+17.0%4.397%
7/26/2023 Janney Capital Management LLC130,367$3.25M0.2%-0.9%5.432%
7/25/2023Raymond James & Associates55,677$1.39M0.0%-39.2%2.320%
7/17/2023 Wealthcare Advisory Partners LLC58,474$1.46M0.1%+11.0%2.436%
7/13/2023 Cambridge Investment Research Advisors Inc.149,772$3.73M0.0%-5.3%6.241%
7/10/2023 First Affirmative Financial Network15,257$380K0.4%-2.7%0.636%
5/11/2023 WealthBridge Capital Management LLC15,658$391K0.2%+3.9%0.522%
5/9/2023 Vestmark Advisory Solutions Inc.8,280$207K0.0%N/A0.276%
5/4/2023 Wealthcare Advisory Partners LLC52,665$1.31M0.1%N/A1.756%
4/28/2023 Janney Capital Management LLC131,558$3.28M0.2%-3.4%4.385%
4/14/2023Raymond James & Associates91,502$2.28M0.0%-0.5%3.050%
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4/11/2023 First Affirmative Financial Network15,675$391K0.5%-8.6%0.514%
2/8/2023Raymond James & Associates91,942$2.29M0.0%-24.7%2.966%
2/8/2023 Cambridge Investment Research Advisors Inc.158,399$3.95M0.0%+2.1%5.110%
2/7/2023 LPL Financial LLC49,277$1.23M0.0%-3.3%1.590%
2/1/2023 Janney Capital Management LLC136,178$3.40M0.2%-7.7%4.393%
1/31/2023 WealthBridge Capital Management LLC15,073$376K0.2%+55.3%0.486%
1/23/2023 First Affirmative Financial Network17,154$428K0.5%+4.2%0.553%
1/20/2023 Hedeker Wealth LLC44,107$1.10M0.4%+5.6%1.423%
11/14/2022 Thomas J. Herzfeld Advisors Inc.3,200$80K0.0%-20.0%0.114%
10/25/2022 Janney Capital Management LLC147,507$3.67M0.3%-3.1%5.364%
10/20/2022 First Affirmative Financial Network16,465$410K0.5%-20.5%0.599%
10/20/2022 FinTrust Capital Advisors LLC9,890$246K0.1%N/A0.360%
10/17/2022 Cambridge Investment Research Advisors Inc.155,079$3.86M0.0%+3.5%5.639%
8/15/2022 Rehmann Capital Advisory Group31,995$796K0.1%-9.5%1.231%
8/10/2022 Thomas J. Herzfeld Advisors Inc.4,000$100K0.0%-87.7%0.154%
8/3/2022 Envestnet Asset Management Inc.32,066$798K0.0%-8.6%1.233%
8/3/2022 Janney Capital Management LLC152,201$3.79M0.3%-0.4%5.854%
7/28/2022 Hedeker Wealth LLC41,773$1.04M0.4%N/A1.607%
7/13/2022 Cambridge Investment Research Advisors Inc.149,850$3.73M0.0%-1.1%5.763%
7/13/2022 First Affirmative Financial Network20,714$515K0.6%-3.0%0.797%
6/3/2022 Rehmann Capital Advisory Group35,359$888K0.1%+105.6%1.813%
5/12/2022 Cambridge Investment Research Advisors Inc.151,537$3.77M0.0%+11.3%5.943%
5/4/2022 Envestnet Asset Management Inc.35,099$873K0.0%+117.0%1.633%
5/4/2022 Janney Capital Management LLC152,860$3.80M0.3%+1.0%7.110%
3/2/2022 Rehmann Capital Advisory Group17,201$428K0.0%-32.7%0.882%
2/15/2022 First Affirmative Financial Network21,037$523K0.5%-3.1%1.169%
2/8/2022 Bank of America Corp DE318,274$7.91M0.0%-30.9%17.682%
2/8/2022Raymond James & Associates138,897$3.45M0.0%N/A7.717%
2/4/2022 Envestnet Asset Management Inc.16,173$402K0.0%-33.3%0.899%
2/3/2022 Cambridge Investment Research Advisors Inc.136,173$3.39M0.0%+1.0%7.565%
1/27/2022 Janney Capital Management LLC151,338$3.76M0.2%-6.0%7.761%
11/16/2021 Rehmann Capital Advisory Group25,566$636K0.1%+8.9%1.247%
11/16/2021 Jane Street Group LLC72,554$1.81M0.0%-35.7%3.539%
11/16/2021 Citadel Advisors LLC156,237$3.89M0.0%N/A7.621%
11/5/2021 Advisor Group Holdings Inc.1,000$25K0.0%+100.0%0.049%
11/2/2021 Cambridge Investment Research Advisors Inc.134,778$3.35M0.0%+1.0%6.575%
11/1/2021 Janney Capital Management LLC161,004$4.01M0.3%-2.0%7.854%
10/26/2021 First Affirmative Financial Network21,716$540K0.6%N/A1.059%
8/16/2021 Bank of America Corp DE417,855$10.40M0.0%-6.6%21.428%
8/16/2021 Royal Bank of Canada9,141$228K0.0%-8.0%0.469%
8/13/2021 Rehmann Capital Advisory Group23,468$584K0.1%+4.2%1.203%
8/11/2021 Susquehanna International Group LLP29,616$737K0.0%+14.3%1.519%
8/4/2021 Envestnet Asset Management Inc.22,153$551K0.0%+4.8%1.136%
5/29/2021 Rehmann Capital Advisory Group22,521$560K0.1%+26.8%1.155%
5/18/2021 Morgan Stanley64,781$1.61M0.0%+6.0%3.322%
5/18/2021 Jane Street Group LLC73,432$1.83M0.0%+167.4%3.766%
5/12/2021 UBS Group AG13,459$335K0.0%-2.9%0.690%
5/10/2021 HighTower Advisors LLC11,902$294K0.0%N/A0.610%
5/7/2021 Cambridge Investment Research Advisors Inc.133,334$3.32M0.0%+13.4%6.838%
5/4/2021 Envestnet Asset Management Inc.21,146$526K0.0%-18.0%1.084%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
4/27/2021 Janney Capital Management LLC165,236$4.11M0.3%+12.2%8.474%
3/26/2021 Susquehanna International Group LLP11,861$295K0.0%N/A0.608%
2/19/2021 Rehmann Capital Advisory Group17,766$442K0.0%-13.1%0.935%
2/17/2021 Jane Street Group LLC27,461$683K0.0%-61.0%1.445%
2/4/2021 Cambridge Investment Research Advisors Inc.117,601$2.93M0.0%-0.9%6.190%
1/25/2021 Janney Capital Management LLC147,205$3.66M0.3%-6.1%7.748%
11/13/2020 Morgan Stanley61,130$1.52M0.0%+22.5%3.057%
11/5/2020 Wells Fargo & Company MN21,414$534K0.0%-2.6%1.071%
(Data available from 1/1/2016 forward)

PVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PVI shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Invesco VRDO Tax-Free ETF. The most heavily invested institutionals were Atria Investments Inc ($2.71M), Sanctuary Advisors LLC ($2.55M), LPL Financial LLC ($2.03M), Hedeker Wealth LLC ($1.10M), Janney Capital Management LLC ($1.03M), Wealthcare Advisory Partners LLC ($974K), and First Affirmative Financial Network ($808K).Learn more on PVI's institutional investors.

Which institutional investors have been buying Invesco VRDO Tax-Free ETF stock?

Of the 17 institutional investors that purchased Invesco VRDO Tax-Free ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanctuary Advisors LLC ($102.61K), Wealthcare Advisory Partners LLC ($58.47K), SimpliFi Inc. ($28.73K), First Affirmative Financial Network ($18.45K), Massmutual Trust Co. FSB ADV ($17.47K), LPL Financial LLC ($11.84K), and Foundations Investment Advisors LLC ($11.25K).

How much institutional buying is happening at Invesco VRDO Tax-Free ETF?

Institutional investors have bought a total of 319,484 shares in the last 24 months. This purchase volume represents approximately $7.94M in transactions.

Which Invesco VRDO Tax-Free ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Invesco VRDO Tax-Free ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($135.22K), Janney Capital Management LLC ($105.81K), Raymond James & Associates ($93.68K), Wealthcare Advisory Partners LLC ($19.21K), Wealth Enhancement Advisory Services LLC ($4.05K), WealthBridge Capital Management LLC ($3.81K), and First Affirmative Financial Network ($2.44K).

How much institutional selling is happening at Invesco VRDO Tax-Free ETF?

Institutional investors have sold a total of 368,814 shares in the last 24 months. This volume of shares sold represents approximately $9.16M in transactions.



This page (NYSEARCA:PVI) was last updated on 12/22/2024 by MarketBeat.com Staff
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