Institutional Ownership Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $87.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
10,872
shares
|
$692,328
0.19% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,000
shares
|
$636,800
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,096
shares
|
$579,233
0.0% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,616
shares
|
$548,666
0.01% of portfolio
|
Q1 2025
Added 256.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,589
shares
|
$546,947
0.0% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
7,980
shares
|
$508,166
0.03% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
7,970
shares
|
$507,529
0.01% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,847
shares
|
$499,696
0.0% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,774
shares
|
$495,048
0.0% of portfolio
|
Q1 2025
Added 1096.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,242
shares
|
$461,170
0.0% of portfolio
|
Q1 2025
Added 78.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,891
shares
|
$438,818
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,862
shares
|
$436,972
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,860
shares
|
$436,844
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
6,730
shares
|
$428,566
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,201
shares
|
$394,879
0.11% of portfolio
|
Q2 2024
Reduced 7.18%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,043
shares
|
$384,818
0.23% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,424
shares
|
$345,400
0.0% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,275
shares
|
$335,912
0.01% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
5,217
shares
|
$332,218
0.02% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,158
shares
|
$328,461
0.0% of portfolio
|
Q1 2025
Reduced 68.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,100
shares
|
$324,768
0.02% of portfolio
|
Q4 2024
Reduced 37.35%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,050
shares
|
$321,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,000
shares
|
$318,400
0.0% of portfolio
|
Q3 2021
Reduced 9.09%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
4,542
shares
|
$289,234
0.05% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,419
shares
|
$281,401
0.02% of portfolio
|
Q1 2025
Reduced 16.83%
|