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 190 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $805 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
884,469
shares
|
$106 Million
0.03% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
773,036
shares
|
$92.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
470,147
shares
|
$56.5 Million
0.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
385,991
shares
|
$46.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
379,876
shares
|
$45.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
250,391
shares
|
$30.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
202,943
shares
|
$24.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
167,819
shares
|
$20.2 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
134,662
shares
|
$16.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
126,772
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
112,030
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
108,053
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
102,059
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
95,564
shares
|
$11.5 Million
2.94% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
95,334
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
93,311
shares
|
$11.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
92,354
shares
|
$11.1 Million
0.49% of portfolio
|
Q4 2022
Reduced 6.12%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
92,290
shares
|
$11.1 Million
1.68% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
90,163
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
87,519
shares
|
$10.5 Million
0.69% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
77,329
shares
|
$9.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
76,541
shares
|
$9.19 Million
3.6% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
75,209
shares
|
$9.03 Million
0.5% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
66,037
shares
|
$7.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
64,815
shares
|
$7.79 Million
0.76% of portfolio
|
Q2 2025
New holding
|