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 138 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,595
shares
|
$769,359
0.0% of portfolio
|
Q3 2025
Added 36.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
18,329
shares
|
$624,102
0.0% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
18,079
shares
|
$615,589
0.12% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17,500
shares
|
$595,875
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
17,316
shares
|
$589,609
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,880
shares
|
$472,613
0.0% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,656
shares
|
$464,986
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
12,626
shares
|
$429,915
0.09% of portfolio
|
Q3 2022
Added 2.43%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,949
shares
|
$406,863
0.02% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
10,301
shares
|
$350,749
0.09% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,295
shares
|
$350,544
0.0% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,214
shares
|
$347,786
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
8,970
shares
|
$305,428
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,787
shares
|
$299,197
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
8,727
shares
|
$297,154
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,358
shares
|
$284,589
0.0% of portfolio
|
Q3 2023
Reduced 13.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,217
shares
|
$245,738
0.0% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
7,049
shares
|
$240,018
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,570
shares
|
$223,708
0.0% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,299
shares
|
$214,480
0.01% of portfolio
|
Q1 2025
Added 28.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,793
shares
|
$197,251
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
4,400
shares
|
$149,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,505
shares
|
$119,345
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,236
shares
|
$110,185
0.0% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,984
shares
|
$101,605
0.0% of portfolio
|
Q2 2025
Added 63.87%
|