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 158 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
31,982
shares
|
$976,090
0.19% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
31,551
shares
|
$962,936
0.0% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
31,334
shares
|
$956,313
0.0% of portfolio
|
Q3 2025
Added 70.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,112
shares
|
$949,538
0.03% of portfolio
|
Q3 2025
Reduced 29.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,608
shares
|
$873,116
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
22,833
shares
|
$696,863
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,595
shares
|
$689,599
0.0% of portfolio
|
Q3 2025
Added 36.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
21,378
shares
|
$652,456
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
20,919
shares
|
$638,447
0.0% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
20,010
shares
|
$610,705
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
17,904
shares
|
$546,430
0.0% of portfolio
|
Q3 2025
Reduced 35.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17,500
shares
|
$534,100
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
17,039
shares
|
$520,030
0.1% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
16,129
shares
|
$492,257
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
15,098
shares
|
$460,790
0.14% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
14,125
shares
|
$431,095
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
13,377
shares
|
$408,266
0.0% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
12,626
shares
|
$385,345
0.09% of portfolio
|
Q3 2022
Added 2.43%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,532
shares
|
$382,476
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,468
shares
|
$350,003
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,900
shares
|
$332,668
0.03% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,495
shares
|
$320,307
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
10,301
shares
|
$314,386
0.09% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
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%
|
|