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 144 institutions that hold shares in the stock, with a total of 3.8 Million shares, which have been reported (via 13F filing form) to have a value of $73.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
903,989
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
475,596
shares
|
$9.23 Million
0.0% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
382,302
shares
|
$7.42 Million
0.0% of portfolio
|
Q3 2024
Added 1145.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
199,245
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Added 441.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
189,544
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
167,660
shares
|
$3.25 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
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
125,800
shares
|
$2.44 Million
0.4% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,516
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
81,253
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 363.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
79,421
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,617
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.24%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
62,774
shares
|
$1.22 Million
0.22% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
61,341
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
55,394
shares
|
$1.07 Million
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
|
$909,277
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
44,346
shares
|
$860,312
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,952
shares
|
$833,268
0.0% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
40,702
shares
|
$789,618
0.0% of portfolio
|
Q4 2024
Added 60.75%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,203
shares
|
$760,538
0.0% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
36,753
shares
|
$713,008
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
35,394
shares
|
$686,643
0.0% of portfolio
|
Q3 2024
Added 49.67%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
33,983
shares
|
$659,270
0.18% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
29,363
shares
|
$569,642
0.0% of portfolio
|
Q3 2024
Reduced 38.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
24,951
shares
|
$484,049
0.01% of portfolio
|
Q3 2024
Reduced 70.19%
|