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 142 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $68.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
22,598
shares
|
$469,134
0.0% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
18,065
shares
|
$375,029
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
17,519
shares
|
$363,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17,500
shares
|
$363,300
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
16,295
shares
|
$338,284
0.0% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
15,540
shares
|
$322,610
0.0% of portfolio
|
Q2 2024
Added 10.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
15,537
shares
|
$322,548
0.0% of portfolio
|
Q2 2024
Added 310640.0%
|
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
14,733
shares
|
$305,857
0.06% of portfolio
|
Q4 2023
Reduced 21.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
14,246
shares
|
$295,746
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,658
shares
|
$283,540
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,616
shares
|
$282,668
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
13,546
shares
|
$281,214
0.03% of portfolio
|
Q2 2024
Added 5.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,071
shares
|
$271,353
0.0% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
12,626
shares
|
$262,115
0.09% of portfolio
|
Q3 2022
Added 2.43%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
10,597
shares
|
$219,993
0.05% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
10,442
shares
|
$216,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
10,397
shares
|
$215,841
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,214
shares
|
$212,042
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,358
shares
|
$173,512
0.0% of portfolio
|
Q3 2023
Reduced 13.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
7,357
shares
|
$152,731
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
6,851
shares
|
$142,226
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
6,069
shares
|
$125,992
0.01% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Kepos Capital LP
New York, NY |
Aug 13, 2024 Q2 2024 |
5,971
shares
|
$123,957
0.05% of portfolio
|
Q2 2024
Added 58.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,793
shares
|
$120,262
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
5,000
shares
|
$103,800
0.08% of portfolio
|
Q3 2020
New holding
|