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 142 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $58.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
150
shares
|
$2,677
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
146
shares
|
$2,606
0.0% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
140
shares
|
$2,499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
134
shares
|
$2,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
134
shares
|
$2,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
133
shares
|
$2,374
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
131
shares
|
$2,338
0.0% of portfolio
|
Q4 2024
Reduced 55.14%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
126
shares
|
$2,249
0.0% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
125
shares
|
$2,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
124
shares
|
$2,213
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
117
shares
|
$2,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
100
shares
|
$1,785
0.0% of portfolio
|
Q1 2021
Added 11.11%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
82
shares
|
$1,463
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
80
shares
|
$1,428
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
78
shares
|
$1,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
75
shares
|
$1,338
0.0% of portfolio
|
Q2 2023
Reduced 57.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
74
shares
|
$1,320
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
74
shares
|
$1,320
0.0% of portfolio
|
Q1 2023
Reduced 76.13%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
71
shares
|
$1,267
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
66
shares
|
$1,178
0.0% of portfolio
|
Q1 2025
Added 725.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
65
shares
|
$1,160
0.0% of portfolio
|
Q2 2024
Reduced 29.35%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
55
shares
|
$981
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
54
shares
|
$963
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
46
shares
|
$821
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
44
shares
|
$785
0.0% of portfolio
|
Q4 2024
Added 2.33%
|