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 163 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,214
shares
|
$311,731
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,188
shares
|
$310,937
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 20, 2026 Q4 2025 |
8,989
shares
|
$274,344
0.11% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,787
shares
|
$268,179
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
8,727
shares
|
$266,348
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,358
shares
|
$255,086
0.0% of portfolio
|
Q3 2023
Reduced 13.67%
|
|
|
Prism Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
8,145
shares
|
$248,585
0.08% of portfolio
|
Q4 2025
Reduced 20.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,108
shares
|
$247,456
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,856
shares
|
$239,765
0.0% of portfolio
|
Q3 2025
Added 19.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,667
shares
|
$233,996
0.01% of portfolio
|
Q3 2025
Reduced 82.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,547
shares
|
$230,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,217
shares
|
$220,262
0.0% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 27, 2026 Q4 2025 |
6,837
shares
|
$208,665
0.04% of portfolio
|
Q4 2025
Reduced 3.01%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,758
shares
|
$206,254
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Comerica Bank
|
Jan 29, 2026 Q4 2025 |
6,452
shares
|
$196,915
0.0% of portfolio
|
Q4 2025
Added 119.83%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,793
shares
|
$176,802
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
4,060
shares
|
$123,911
0.01% of portfolio
|
Q3 2025
Reduced 35.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,579
shares
|
$109,231
0.0% of portfolio
|
Q3 2025
Added 261.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,471
shares
|
$105,934
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,238
shares
|
$98,823
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,568
shares
|
$78,375
0.02% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,245
shares
|
$68,517
0.01% of portfolio
|
Q4 2024
Reduced 53.08%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
2,193
shares
|
$66,930
0.03% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$58,598
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,854
shares
|
$56,584
0.0% of portfolio
|
Q4 2025
New holding
|
|