Institutional Ownership Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB). We have compiled data on the 175 institutions that hold shares in the stock, with a total of 6.25 Million shares, which have been reported (via 13F filing form) to have a value of $622 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
50,809
shares
|
$5.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
48,667
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
48,247
shares
|
$4.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
47,364
shares
|
$4.72 Million
2.5% of portfolio
|
Q1 2025
Added 880.42%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
45,920
shares
|
$4.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
44,401
shares
|
$4.42 Million
0.01% of portfolio
|
Q1 2025
Added 146.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
40,281
shares
|
$4.01 Million
0.01% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
39,759
shares
|
$3.96 Million
3.37% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
36,573
shares
|
$3.64 Million
1.28% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
36,325
shares
|
$3.62 Million
0.12% of portfolio
|
Q1 2025
Added 720.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
34,374
shares
|
$3.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
31,875
shares
|
$3.17 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
31,708
shares
|
$3.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,908
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 22.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
22,418
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
22,124
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
22,022
shares
|
$2.19 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
21,316
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
20,811
shares
|
$2.07 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
20,627
shares
|
$2.05 Million
0.43% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
20,217
shares
|
$2.01 Million
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,902
shares
|
$1.98 Million
0.78% of portfolio
|
Q2 2022
Added 4.37%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
17,613
shares
|
$1.75 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
16,892
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
15,844
shares
|
$1.58 Million
0.24% of portfolio
|
Q1 2024
Added 0.01%
|