Institutional Ownership Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $90.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
10,472
shares
|
$684,449
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,000
shares
|
$653,600
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,096
shares
|
$594,514
0.0% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,589
shares
|
$561,377
0.0% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,557
shares
|
$559,285
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
7,980
shares
|
$521,572
0.03% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,847
shares
|
$512,879
0.0% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,774
shares
|
$508,108
0.0% of portfolio
|
Q1 2025
Added 1096.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,891
shares
|
$450,395
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,862
shares
|
$448,500
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,860
shares
|
$448,369
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
6,730
shares
|
$439,872
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,201
shares
|
$405,297
0.11% of portfolio
|
Q2 2024
Reduced 7.18%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,043
shares
|
$394,970
0.23% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,275
shares
|
$344,774
0.01% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
5,217
shares
|
$340,983
0.02% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,158
shares
|
$337,126
0.0% of portfolio
|
Q1 2025
Reduced 68.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,100
shares
|
$333,336
0.02% of portfolio
|
Q4 2024
Reduced 37.35%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,080
shares
|
$332,028
0.0% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,050
shares
|
$330,068
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,000
shares
|
$326,800
0.0% of portfolio
|
Q3 2021
Reduced 9.09%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
4,901
shares
|
$320,329
0.01% of portfolio
|
Q2 2025
Reduced 38.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,751
shares
|
$310,525
0.0% of portfolio
|
Q2 2025
Reduced 34.4%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,419
shares
|
$288,825
0.02% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,351
shares
|
$284,381
0.04% of portfolio
|
Q2 2025
Added 3.92%
|