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 149 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $60.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
887,694
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
468,768
shares
|
$7.85 Million
0.01% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
219,068
shares
|
$3.67 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
189,544
shares
|
$3.17 Million
0.0% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
186,020
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.89%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
167,660
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
135,414
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
125,800
shares
|
$2.11 Million
0.4% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
101,917
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,516
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
79,421
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
71,302
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
62,774
shares
|
$1.05 Million
0.22% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
55,394
shares
|
$927,295
0.0% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,870
shares
|
$784,603
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
44,346
shares
|
$742,352
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
43,933
shares
|
$735,438
0.02% of portfolio
|
Q4 2024
Added 76.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,952
shares
|
$719,016
0.0% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
40,702
shares
|
$681,351
0.0% of portfolio
|
Q4 2024
Added 60.75%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,203
shares
|
$656,258
0.0% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
36,813
shares
|
$616,249
0.0% of portfolio
|
Q4 2024
Reduced 39.99%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
33,983
shares
|
$568,875
0.18% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
24,689
shares
|
$413,293
0.0% of portfolio
|
Q4 2024
Reduced 87.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
21,545
shares
|
$360,663
0.0% of portfolio
|
Q4 2024
Reduced 41.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
21,245
shares
|
$355,641
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|