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 135 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $71.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
747,941
shares
|
$17.5 Million
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
399,923
shares
|
$9.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
264,068
shares
|
$6.17 Million
0.12% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
261,750
shares
|
$6.12 Million
0.0% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
167,660
shares
|
$3.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
116,310
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,516
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
73,535
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
70,530
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
69,598
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 102.67%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
59,559
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
52,579
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,870
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
46,150
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 95.27%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
44,093
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
43,126
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
40,046
shares
|
$935,875
0.0% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
37,709
shares
|
$881,259
0.17% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
34,623
shares
|
$809,139
0.0% of portfolio
|
Q2 2025
Added 37.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
30,909
shares
|
$722,343
0.0% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
29,118
shares
|
$680,487
0.0% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
27,824
shares
|
$650,246
0.0% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
24,644
shares
|
$575,930
0.0% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
18,329
shares
|
$428,348
0.0% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
18,079
shares
|
$422,506
0.12% of portfolio
|
Q2 2025
Reduced 3.71%
|