Institutional Ownership Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 3.69 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
903,989
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
475,596
shares
|
$9.71 Million
0.0% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
382,302
shares
|
$7.81 Million
0.0% of portfolio
|
Q3 2024
Added 1145.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
199,245
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2024
Added 441.19%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
167,660
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
151,057
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
117,600
shares
|
$2.4 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,516
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
81,253
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 363.8%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
77,953
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,617
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
72,015
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
65,747
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
61,341
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
49,951
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,870
shares
|
$957,085
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
46,101
shares
|
$941,382
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
45,880
shares
|
$936,869
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
36,753
shares
|
$750,496
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
36,580
shares
|
$746,963
0.18% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
35,394
shares
|
$722,745
0.0% of portfolio
|
Q3 2024
Added 49.67%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
32,976
shares
|
$673,369
0.18% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
29,363
shares
|
$599,592
0.0% of portfolio
|
Q3 2024
Reduced 38.29%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
25,320
shares
|
$517,034
0.0% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
24,951
shares
|
$509,499
0.01% of portfolio
|
Q3 2024
Reduced 70.19%
|