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 139 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $65 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
23,349
shares
|
$469,081
0.0% of portfolio
|
Q1 2025
Reduced 95.02%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
18,079
shares
|
$363,207
0.12% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17,500
shares
|
$351,575
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
17,316
shares
|
$347,878
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,163
shares
|
$284,534
0.0% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
13,437
shares
|
$269,949
0.0% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,738
shares
|
$255,906
0.0% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,634
shares
|
$253,817
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
12,626
shares
|
$253,656
0.09% of portfolio
|
Q3 2022
Added 2.43%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
10,645
shares
|
$213,858
0.05% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
10,638
shares
|
$213,717
0.06% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,214
shares
|
$205,199
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
8,935
shares
|
$179,504
0.01% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,358
shares
|
$167,912
0.0% of portfolio
|
Q3 2023
Reduced 13.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,577
shares
|
$152,221
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,357
shares
|
$147,802
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,570
shares
|
$131,991
0.0% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,299
shares
|
$126,546
0.01% of portfolio
|
Q1 2025
Added 28.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,793
shares
|
$116,381
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
5,000
shares
|
$100,450
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,568
shares
|
$71,681
0.0% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,505
shares
|
$70,415
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,008
shares
|
$60,430
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,568
shares
|
$51,591
0.02% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,245
shares
|
$45,102
0.0% of portfolio
|
Q4 2024
Reduced 53.08%
|