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 |
|---|---|---|---|---|---|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
8,970
shares
|
$273,764
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,787
shares
|
$268,179
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
8,727
shares
|
$266,348
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,358
shares
|
$255,086
0.0% of portfolio
|
Q3 2023
Reduced 13.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,108
shares
|
$247,456
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,856
shares
|
$239,765
0.0% of portfolio
|
Q3 2025
Added 19.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,667
shares
|
$233,996
0.01% of portfolio
|
Q3 2025
Reduced 82.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,547
shares
|
$230,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,217
shares
|
$220,262
0.0% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
7,049
shares
|
$215,135
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,793
shares
|
$176,802
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
4,060
shares
|
$123,911
0.01% of portfolio
|
Q3 2025
Reduced 35.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,579
shares
|
$109,231
0.0% of portfolio
|
Q3 2025
Added 261.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,471
shares
|
$105,934
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,238
shares
|
$98,823
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,935
shares
|
$89,576
0.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,568
shares
|
$78,375
0.02% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,245
shares
|
$68,517
0.01% of portfolio
|
Q4 2024
Reduced 53.08%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
2,188
shares
|
$66,777
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
2,034
shares
|
$62,077
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$58,598
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,850
shares
|
$56,462
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,746
shares
|
$53,287
0.0% of portfolio
|
Q2 2025
Added 1095.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,710
shares
|
$52,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,572
shares
|
$47,977
0.01% of portfolio
|
Q4 2021
New holding
|
|