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 $61.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,682
shares
|
$354,903
0.0% of portfolio
|
Q4 2024
Reduced 29.56%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
18,775
shares
|
$322,179
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
18,720
shares
|
$321,235
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,186
shares
|
$312,071
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17,500
shares
|
$300,300
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
16,226
shares
|
$278,438
0.0% of portfolio
|
Q4 2024
Reduced 54.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,362
shares
|
$246,451
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
13,977
shares
|
$239,845
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
12,626
shares
|
$216,662
0.09% of portfolio
|
Q3 2022
Added 2.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,393
shares
|
$212,663
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
12,300
shares
|
$211,068
0.0% of portfolio
|
Q4 2024
Reduced 25.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,890
shares
|
$204,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
11,193
shares
|
$192,071
0.01% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,108
shares
|
$190,613
0.04% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
10,555
shares
|
$181,123
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
10,526
shares
|
$180,626
0.04% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,347
shares
|
$177,554
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,214
shares
|
$175,272
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,358
shares
|
$143,423
0.0% of portfolio
|
Q3 2023
Reduced 13.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
7,957
shares
|
$136,542
0.0% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
7,357
shares
|
$126,246
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,691
shares
|
$114,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,793
shares
|
$99,407
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$85,800
0.07% of portfolio
|
Q3 2020
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
4,894
shares
|
$83,981
0.01% of portfolio
|
Q4 2024
Reduced 24.35%
|