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 158 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
959,338
shares
|
$29.3 Million
0.0% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
812,483
shares
|
$24.8 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
534,605
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2025
Added 33.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
263,680
shares
|
$8.05 Million
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
214,068
shares
|
$6.53 Million
0.14% of portfolio
|
Q3 2025
Reduced 18.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
195,719
shares
|
$5.97 Million
0.0% of portfolio
|
Q3 2025
Added 68.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
192,931
shares
|
$5.89 Million
0.0% of portfolio
|
Q3 2025
Added 266.94%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
167,660
shares
|
$5.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.24%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
133,241
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
111,695
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
106,804
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Added 266.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,516
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
98,030
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
89,032
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Added 188.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
72,719
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
70,223
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
62,190
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
59,559
shares
|
$1.82 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
53,318
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
52,704
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
51,293
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 28.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,870
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
36,509
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 167.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
35,144
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
33,077
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 95.27%
|
|