Institutional Ownership Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
803,241
shares
|
$85.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
776,554
shares
|
$82.4 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
385,991
shares
|
$40.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
374,796
shares
|
$39.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
261,575
shares
|
$27.8 Million
0.09% of portfolio
|
Q3 2024
Added 36.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
215,455
shares
|
$22.9 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
208,911
shares
|
$22.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
194,043
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Added 114.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
168,364
shares
|
$17.9 Million
0.75% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
128,734
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
116,692
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
106,466
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
104,242
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
99,106
shares
|
$10.5 Million
1.69% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
98,933
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
97,333
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
92,354
shares
|
$9.8 Million
0.49% of portfolio
|
Q4 2022
Reduced 6.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
83,360
shares
|
$8.84 Million
0.05% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
81,431
shares
|
$8.64 Million
0.58% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
78,966
shares
|
$8.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
69,380
shares
|
$7.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
63,987
shares
|
$6.79 Million
0.46% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,067
shares
|
$5.84 Million
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
54,631
shares
|
$5.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
52,513
shares
|
$5.57 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.99%
|