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 142 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $68.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
829,222
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
360,550
shares
|
$7.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
241,597
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
167,660
shares
|
$3.48 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.24%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 09, 2024 Q2 2024 |
163,502
shares
|
$3.39 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
139,192
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
102,365
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,516
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
97,365
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
83,690
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
Added 991.7%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
77,953
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
55,528
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
John G Ullman & Associates Inc
|
Aug 08, 2024 Q2 2024 |
53,700
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2024
Reduced 38.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
49,951
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
47,582
shares
|
$987,802
0.0% of portfolio
|
Q2 2024
Added 51.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
47,057
shares
|
$976,903
0.0% of portfolio
|
Q2 2024
Reduced 63.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,870
shares
|
$973,021
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
46,472
shares
|
$964,758
0.0% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
36,851
shares
|
$765,026
0.0% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
36,816
shares
|
$764,300
0.0% of portfolio
|
Q2 2024
Added 28.98%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
36,580
shares
|
$759,400
0.18% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
32,976
shares
|
$684,581
0.18% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
30,691
shares
|
$637,145
0.0% of portfolio
|
Q2 2024
Reduced 95.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
30,533
shares
|
$633,865
0.01% of portfolio
|
Q2 2024
Added 27.25%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
23,648
shares
|
$490,932
0.0% of portfolio
|
Q2 2024
Reduced 42.75%
|