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 139 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $65 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
733,138
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
427,090
shares
|
$8.58 Million
0.0% of portfolio
|
Q1 2025
Added 129.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
237,587
shares
|
$4.77 Million
0.0% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
219,068
shares
|
$4.4 Million
0.09% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
167,660
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.24%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
164,576
shares
|
$3.31 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
136,744
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
116,869
shares
|
$2.35 Million
0.31% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,516
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
83,340
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
63,056
shares
|
$1.27 Million
0.22% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
57,359
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
49,683
shares
|
$998,131
0.0% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,870
shares
|
$941,618
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
41,382
shares
|
$831,364
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
38,984
shares
|
$783,188
0.0% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
38,336
shares
|
$770,170
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
37,709
shares
|
$757,573
0.17% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
34,623
shares
|
$695,576
0.0% of portfolio
|
Q2 2025
Added 37.13%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
34,340
shares
|
$689,890
0.0% of portfolio
|
Q1 2025
Added 39.09%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
28,438
shares
|
$571,319
0.0% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
27,824
shares
|
$558,984
0.0% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
25,397
shares
|
$510,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,634
shares
|
$474,807
0.0% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
23,488
shares
|
$471,873
0.0% of portfolio
|
Q1 2025
Added 9.02%
|