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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,115
shares
|
$42,490
0.0% of portfolio
|
Q1 2025
Added 357.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,929
shares
|
$38,753
0.0% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$38,572
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,821
shares
|
$36,583
0.0% of portfolio
|
Q1 2025
Reduced 44.82%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,572
shares
|
$31,581
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,470
shares
|
$29,532
0.0% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,397
shares
|
$28,065
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,345
shares
|
$27,021
0.0% of portfolio
|
Q1 2025
Reduced 35.02%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,221
shares
|
$24,529
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,029
shares
|
$20,672
0.0% of portfolio
|
Q1 2022
Added 212.77%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,004
shares
|
$20,170
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
990
shares
|
$19,889
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
850
shares
|
$17,076
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
794
shares
|
$15,951
0.0% of portfolio
|
Q1 2025
Reduced 40.44%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
770
shares
|
$15,469
0.0% of portfolio
|
Q1 2024
Added 121.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
759
shares
|
$15,248
0.0% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
740
shares
|
$14,866
0.01% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
737
shares
|
$14,806
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
736
shares
|
$14,786
0.0% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
593
shares
|
$11,913
0.0% of portfolio
|
Q1 2025
Reduced 55.75%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
589
shares
|
$11,833
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
581
shares
|
$11,672
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
464
shares
|
$9,321
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
434
shares
|
$8,719
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
370
shares
|
$7,433
0.01% of portfolio
|
Q2 2022
New holding
|