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 140 institutions that hold shares in the stock, with a total of 3.16 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,592
shares
|
$88,257
0.0% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,568
shares
|
$87,440
0.02% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,245
shares
|
$76,442
0.01% of portfolio
|
Q4 2024
Reduced 53.08%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,087
shares
|
$71,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
2,034
shares
|
$69,257
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,929
shares
|
$65,682
0.0% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$65,375
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,746
shares
|
$59,451
0.0% of portfolio
|
Q2 2025
Added 1095.89%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,572
shares
|
$53,526
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,470
shares
|
$50,053
0.0% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,397
shares
|
$47,567
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,223
shares
|
$41,643
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,205
shares
|
$41,030
0.0% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,029
shares
|
$35,037
0.0% of portfolio
|
Q1 2022
Added 212.77%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,004
shares
|
$34,186
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
990
shares
|
$33,709
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
850
shares
|
$28,942
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
770
shares
|
$26,218
0.0% of portfolio
|
Q1 2024
Added 121.26%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
758
shares
|
$25,809
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
740
shares
|
$25,196
0.01% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
736
shares
|
$25,060
0.0% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
712
shares
|
$24,243
0.0% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
619
shares
|
$21,076
0.02% of portfolio
|
Q3 2025
Added 104.29%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
581
shares
|
$19,783
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
580
shares
|
$19,749
0.0% of portfolio
|
Q2 2025
Added 104.23%
|