Institutional Ownership Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $81.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,476
shares
|
$270,328
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,400
shares
|
$264,418
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,314
shares
|
$257,729
0.0% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,200
shares
|
$248,864
0.0% of portfolio
|
Q3 2025
Reduced 34.71%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
3,189
shares
|
$248,008
0.03% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,160
shares
|
$245,753
0.0% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
3,025
shares
|
$235,254
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$233,310
0.0% of portfolio
|
Q3 2025
Reduced 22.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,980
shares
|
$231,754
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
2,953
shares
|
$229,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,621
shares
|
$203,835
0.01% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,860
shares
|
$144,652
0.0% of portfolio
|
Q4 2023
Reduced 45.91%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
1,860
shares
|
$144,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,782
shares
|
$138,586
0.08% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,670
shares
|
$129,875
0.01% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,173
shares
|
$91,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,151
shares
|
$89,513
0.0% of portfolio
|
Q3 2025
Reduced 32.89%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$77,770
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
947
shares
|
$73,648
0.0% of portfolio
|
Q2 2020
Added 93.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
883
shares
|
$68,670
0.0% of portfolio
|
Q3 2025
Added 63.22%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
850
shares
|
$66,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
825
shares
|
$64,160
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
730
shares
|
$56,772
0.0% of portfolio
|
Q4 2024
Reduced 78.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
696
shares
|
$54,127
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
670
shares
|
$52,105
0.01% of portfolio
|
Q1 2023
New holding
|
|