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Invesco Equal Weight 0-30 Years Treasury ETF (PLW) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Equal Weight 0-30 Years Treasury ETF (NASDAQ:PLW)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$366.66M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$63.71M
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PLW Institutional Buying and Selling by Quarter

Invesco Equal Weight 0-30 Years Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024 Wells Fargo & Company MN584,463$16.85M0.0%+116.9%2.570%
2/8/2024 Kingsview Wealth Management LLC10,507$303K0.0%-18.1%0.046%
2/8/2024 Campbell Wealth Management700,663$20.20M2.4%+2.9%3.081%
2/8/2024 Janney Montgomery Scott LLC85,192$2.46M0.0%-12.6%0.375%
2/7/2024 Envestnet Portfolio Solutions Inc.158,047$4.56M0.0%N/A0.695%
2/7/2024 Spectrum Investment Advisors Inc.345,766$9.97M7.9%N/A1.521%
2/6/2024 Private Advisor Group LLC409,710$11.81M0.1%-10.8%1.802%
2/5/2024 Mission Wealth Management LP4,083$114K0.0%N/A0.018%
2/2/2024 Atria Wealth Solutions Inc.20,202$582K0.0%+23.9%0.089%
2/1/2024 CWM LLC1,191$34K0.0%-54.1%0.005%
1/29/2024 Simplicity Wealth LLC16,598$479K0.2%N/A0.073%
1/26/2024 Geneos Wealth Management Inc.12,581$363K0.0%+41.9%0.055%
1/24/2024 Stratos Investment Management LLC192,731$5.56M0.7%N/A0.848%
1/24/2024 Private Trust Co. NA14,077$406K0.0%-18.8%0.062%
1/23/2024 Householder Group Estate & Retirement Specialist LLC4,296$123K0.0%+16.5%0.019%
1/23/2024 FAS Wealth Partners Inc.3,480$100K0.0%-99.8%0.015%
1/22/2024 First Citizens Bank & Trust Co.156,017$4.50M0.1%N/A0.686%
1/19/2024 AdvisorNet Financial Inc2,711$78K0.0%-58.1%0.012%
1/16/2024 Raymond James Financial Services Advisors Inc.581,825$16.77M0.0%N/A2.559%
1/16/2024 Security Financial Services INC.14,307$412K0.1%-11.4%0.063%
1/12/2024 Redhawk Wealth Advisors Inc.245,729$7.08M1.4%N/A1.081%
1/11/2024 Brookstone Capital Management10,222$295K0.0%+3.7%0.045%
1/11/2024 Orgel Wealth Management LLC4,264,279$122.94M3.6%+0.8%18.752%
1/11/2024 Dynamic Advisor Solutions LLC408,424$11.59M0.4%+171.0%1.796%
1/8/2024 Richard P Slaughter Associates Inc95,382$2.75M0.7%N/A0.419%
11/13/2023 LPL Financial LLC1,554,362$41.67M0.0%+32.0%6.835%
11/13/2023 Invesco Ltd.14,085,884$377.64M0.1%+1.5%61.943%
11/8/2023 Janney Montgomery Scott LLC97,523$2.62M0.0%-34.4%0.429%
11/8/2023 Atria Wealth Solutions Inc.16,307$437K0.0%+7.0%0.072%
11/7/2023 Security Financial Services INC.16,155$433K0.1%+64.0%0.071%
11/6/2023 PFG Investments LLC15,976$428K0.1%-3.2%0.070%
11/3/2023 Private Advisor Group LLC459,543$12.32M0.1%+26.5%2.021%
10/26/2023 Orgel Wealth Management LLC4,231,665$113.45M3.8%N/A18.609%
10/25/2023Concord Wealth Partners1,135$30K0.0%-88.7%0.005%
10/24/2023 Bank of New York Mellon Corp1,233,736$33.08M0.0%N/A5.425%
10/23/2023 FAS Wealth Partners Inc.2,076,945$55.68M5.9%N/A9.133%
10/23/2023Commonwealth Equity Services LLC51,753$1.39M0.0%+23.9%0.228%
10/23/2023 ST Germain D J Co. Inc.7,061$189K0.0%-19.9%0.031%
10/18/2023 Private Trust Co. NA17,343$465K0.1%+23.4%0.076%
10/11/2023 Geneos Wealth Management Inc.8,866$238K0.0%+6.1%0.039%
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10/11/2023 CWM LLC2,597$70K0.0%+89.3%0.011%
10/11/2023 Dynamic Advisor Solutions LLC150,735$4.04M0.2%N/A0.663%
10/10/2023 Householder Group Estate & Retirement Specialist LLC3,687$99K0.0%N/A0.016%
9/7/2023 ST Germain D J Co. Inc.8,811$257K0.0%N/A0.039%
8/14/2023 Snowden Capital Advisors LLC26,169$763K0.0%+15.2%0.115%
8/11/2023 Security Financial Services INC.9,849$287K0.1%N/A0.043%
8/11/2023 PNC Financial Services Group Inc.25,938$757K0.0%+144.0%0.114%
8/10/2023 Private Advisor Group LLC363,178$10.59M0.1%+95.8%1.597%
8/9/2023 Flow Traders U.S. LLC13,385$390K0.0%N/A0.059%
8/8/2023 Geneos Wealth Management Inc.8,353$244K0.0%N/A0.037%
8/8/2023Prospera Financial Services Inc44,381$1.30M0.0%N/A0.195%
8/8/2023Concord Wealth Partners10,000$292K0.1%+7.0%0.044%
8/3/2023 Atria Wealth Solutions Inc.15,242$445K0.0%+32.3%0.067%
8/3/2023 CWM LLC1,372$40K0.0%-72.1%0.006%
7/31/2023 LPL Financial LLC1,177,312$34.34M0.0%+97.7%5.189%
7/31/2023 Campbell Wealth Management679,341$19.82M2.3%N/A2.994%
7/28/2023 Private Trust Co. NA14,055$410K0.1%+62.4%0.062%
7/27/2023 Campbell Wealth Management679,341$19.82M6.0%N/A2.994%
7/26/2023 Janney Montgomery Scott LLC148,675$4.34M0.0%N/A0.655%
7/21/2023 Activest Wealth Management58,712$1.46M1.0%N/A0.261%
7/14/2023 AdvisorNet Financial Inc6,476$189K0.0%N/A0.029%
7/11/2023 Brookstone Capital Management9,789$279K0.0%+26.7%0.044%
5/15/2023 Gladstone Institutional Advisory LLC306,055$9.17M0.6%N/A1.464%
5/11/2023 PFG Investments LLC16,660$499K0.1%N/A0.080%
5/11/2023 FAS Wealth Partners Inc.1,942,160$58.19M6.3%+2,089.8%9.293%
5/10/2023 Private Advisor Group LLC185,521$5.56M0.1%N/A0.888%
5/10/2023 Centurion Wealth Management LLC19,842$942K0.5%+24.2%0.095%
5/10/2023 Bessemer Group Inc.2,075$62K0.0%N/A0.010%
5/10/2023 LPL Financial LLC595,421$17.84M0.0%+154.4%2.849%
5/1/2023 CWM LLC4,926$148K0.0%+2,223.6%0.024%
4/26/2023Concord Wealth Partners9,342$280K0.1%-39.1%0.045%
4/19/2023 Brookstone Capital Management7,724$229K0.0%N/A0.037%
4/18/2023IFP Advisors Inc846$27K0.0%-70.8%0.004%
4/13/2023 Householder Group Estate & Retirement Specialist LLC3,477$104K0.0%N/A0.017%
4/7/2023 KWB Wealth116,005$2.68M0.5%+3.5%0.640%
2/23/2023 Centurion Wealth Management LLC15,970$757K0.4%N/A0.088%
2/17/2023 Coppell Advisory Solutions Corp.46,216$1.33M0.4%N/A0.255%
2/10/2023CoreCap Advisors LLC6,440$185K0.0%N/A0.036%
2/10/2023 PNC Financial Services Group Inc.7,924$228K0.0%+242.6%0.044%
2/10/2023 KWB Wealth112,098$2.59M0.5%N/A0.619%
2/7/2023Commonwealth Equity Services LLC16,622$477K0.0%+3.0%0.092%
2/7/2023 LPL Financial LLC234,027$6.72M0.0%+156.3%1.292%
2/7/2023IFP Advisors Inc2,895$93K0.0%-93.9%0.016%
2/7/2023 Envestnet Asset Management Inc.9,298$267K0.0%+9.2%0.051%
2/1/2023 Janney Montgomery Scott LLC72,315$2.08M0.0%+222.3%0.400%
2/1/2023 FAS Wealth Partners88,691$2.55M0.3%N/A0.490%
1/30/2023Concord Wealth Partners15,340$441K0.1%-71.1%0.085%
1/18/2023 Private Advisor Group LLC154,454$4.44M0.0%N/A0.862%
1/18/2023 Private Trust Co. NA8,893$255K0.0%+559.7%0.050%
11/15/2022 Flow Traders U.S. LLC37,042$1.07M0.1%-11.2%0.219%
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11/14/2022 OLD Mission Capital LLC9,630$279K0.0%N/A0.057%
11/14/2022PFS Investments Inc.1,548,545$44.80M0.8%+14.5%9.174%
11/10/2022Concord Wealth Partners53,038$1.53M0.5%+5.1%0.314%
11/8/2022IFP Advisors Inc47,472$1.51M0.0%+5.6%0.281%
10/25/2022 Janney Montgomery Scott LLC22,435$649K0.0%N/A0.133%
10/25/2022 Raymond James & Associates7,001$203K0.0%-42.3%0.041%
10/17/2022 Cambridge Investment Research Advisors Inc.6,982$202K0.0%N/A0.041%
10/17/2022 Octavia Wealth Advisors LLC20,584$435K0.1%N/A0.121%
10/13/2022 Williams Financial LLC81,620$2.36M2.0%N/A0.480%
10/11/2022 Householder Group Estate & Retirement Specialist LLC1,604$46K0.0%N/A0.009%
(Data available from 1/1/2016 forward)

PLW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PLW shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Invesco Equal Weight 0-30 Years Treasury ETF. The most heavily invested institutionals were Invesco Ltd. ($377.64M), Orgel Wealth Management LLC ($122.94M), PFS Investments Inc. ($44.80M), LPL Financial LLC ($41.67M), Bank of New York Mellon Corp ($33.08M), Campbell Wealth Management ($20.20M), and Wells Fargo & Company MN ($16.85M).Learn more on PLW's institutional investors.

Which institutional investors have been buying Invesco Equal Weight 0-30 Years Treasury ETF stock?

Of the 51 institutional investors that purchased Invesco Equal Weight 0-30 Years Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($4.26M), FAS Wealth Partners Inc. ($3.93M), LPL Financial LLC ($1.46M), Campbell Wealth Management ($1.38M), PFS Investments Inc. ($1.34M), Bank of New York Mellon Corp ($1.23M), and Private Advisor Group LLC ($614.00K).

How much institutional buying is happening at Invesco Equal Weight 0-30 Years Treasury ETF?

Institutional investors have bought a total of 18,171,159 shares in the last 24 months. This purchase volume represents approximately $660.46M in transactions.

Which Invesco Equal Weight 0-30 Years Treasury ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold Invesco Equal Weight 0-30 Years Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FAS Wealth Partners Inc. ($2.07M), Janney Montgomery Scott LLC ($63.48K), Concord Wealth Partners ($54.75K), Private Advisor Group LLC ($49.83K), IFP Advisors Inc ($46.63K), Raymond James & Associates ($5.13K), and CWM LLC ($4.96K).

How much institutional selling is happening at Invesco Equal Weight 0-30 Years Treasury ETF?

Institutional investors have sold a total of 2,316,405 shares in the last 24 months. This volume of shares sold represents approximately $69.62M in transactions.


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This page (NASDAQ:PLW) was last updated on 5/18/2024 by MarketBeat.com Staff

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