Institutional Ownership Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 7.25 Million shares, which have been reported (via 13F filing form) to have a value of $871 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,724
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
8,705
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
8,600
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,095
shares
|
$972,371
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
7,538
shares
|
$905,464
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,445
shares
|
$894,293
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
7,273
shares
|
$873,632
0.01% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
7,048
shares
|
$846,605
0.16% of portfolio
|
Q3 2022
Added 32.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,921
shares
|
$831,350
0.04% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
6,846
shares
|
$822,341
0.3% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,556
shares
|
$787,506
0.09% of portfolio
|
Q3 2022
Reduced 0.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
6,550
shares
|
$786,786
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,550
shares
|
$786,786
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,442
shares
|
$773,813
0.0% of portfolio
|
Q2 2020
Reduced 3.01%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
6,442
shares
|
$773,813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
6,370
shares
|
$765,164
0.14% of portfolio
|
Q4 2022
Reduced 5.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,317
shares
|
$758,798
0.01% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,270
shares
|
$753,152
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,034
shares
|
$724,804
0.11% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,016
shares
|
$722,641
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
5,921
shares
|
$711,230
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
5,620
shares
|
$675,074
0.55% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,250
shares
|
$630,630
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,145
shares
|
$618,017
0.06% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,105
shares
|
$613,212
0.17% of portfolio
|
Q2 2025
Added 2.51%
|