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 176 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $609 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,522
shares
|
$359,525
0.26% of portfolio
|
Q1 2024
Added 11.35%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,512
shares
|
$358,504
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,468
shares
|
$354,013
0.01% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,422
shares
|
$349,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,421
shares
|
$349,215
0.0% of portfolio
|
Q2 2024
Added 4.27%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,380
shares
|
$345,030
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
3,301
shares
|
$336,966
0.19% of portfolio
|
Q1 2023
Reduced 12.65%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,276
shares
|
$334,414
0.16% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,223
shares
|
$329,003
0.02% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
3,198
shares
|
$326,451
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
3,197
shares
|
$326,349
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
3,104
shares
|
$316,856
0.08% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
3,060
shares
|
$312,364
0.22% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,970
shares
|
$303,177
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,950
shares
|
$301,136
0.02% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,930
shares
|
$299,094
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,800
shares
|
$285,824
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,765
shares
|
$282,251
0.01% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,577
shares
|
$263,060
0.04% of portfolio
|
Q2 2024
Reduced 18.96%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,512
shares
|
$256,424
0.05% of portfolio
|
Q2 2024
Added 11.05%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,501
shares
|
$255,302
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,390
shares
|
$243,971
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,372
shares
|
$242,133
0.01% of portfolio
|
Q3 2024
Added 106.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,320
shares
|
$236,825
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,320
shares
|
$236,825
0.0% of portfolio
|
Q1 2024
New holding
|