INVESCO EXCHANGE-TRADED FUND TRUST - PBP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | History | No change | 6,220,000 | 142,438 | 2.33% | 2.33% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 827,089 | 18,940 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Community Bank | History | Added to | 524,730 | 12,220 | 3.64% | 3.51% | 3 | +28,505 | 5.74% | Q3 2026 | Oct 28, 2026 |
| MAI Capital Management | History | No change | 512,601 | 11,738 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 265,137 | 6,175 | 0.31% | 0.29% | 5 | +42,684 | 19.19% | Q3 2026 | Oct 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 268,775 | 6,154 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 253,281 | 5,899 | 0.04% | 0.04% | 7 | -16,586 | -6.15% | Q3 2026 | Oct 26, 2026 |
| LPL Financial LLC | History | No change | 216,809 | 4,964 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 168,796 | 3,931 | 0.04% | 0.02% | 9 | +85,418 | 102.45% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Reduced | 155,086 | 3,611 | 0.0% | 0.0% | 10 | -2,518 | -1.6% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 143,816 | 3,293 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mount Lucas Management LP | History | No change | 138,716 | 3,176 | 1.13% | 1.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 124,231 | 2,844 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 114,786 | 2,628 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 82,644 | 1,924 | 0.03% | 0.03% | 15 | -1,833 | -2.17% | Q3 2026 | Oct 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 80,091 | 1,834 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 71,091 | 1,627 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 69,388 | 1,616 | 0.0% | 0.0% | 18 | -2,692 | -3.73% | Q3 2026 | Oct 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 66,263 | 1,517 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Omega Financial Group, LLC | History | Reduced | 57,690 | 1,343 | 0.42% | 0.41% | 20 | -511 | -0.88% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 45,313 | 1,037 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 41,675 | 954 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 35,738 | 818 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 27,430 | 628 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 23,771 | 553 | 0.49% | 0.42% | 25 | +2,144 | 9.91% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,405 | 545 | 0.0% | 0.0% | 26 | +1 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,947 | 534 | 0.0% | 0.0% | 27 | +11,170 | 94.85% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,739 | 529 | 0.0% | 0.0% | 28 | +680 | 3.08% | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,952 | 479 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Willow Creek Capital Management, Inc. | History | No change | 18,700 | 428 | 0.42% | 0.42% | 30 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 18,230 | 417 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 16,317 | 373 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Prospera Financial Services Inc | History | New | 15,788 | 363 | 0.0% | — | 33 | +15,788 | New | Q3 2026 | Nov 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 14,851 | 345 | 0.0% | 0.0% | 34 | +734 | 5.2% | Q3 2026 | Oct 23, 2026 |
| Atria Investments, Inc | History | Added to | 14,662 | 341 | 0.0% | 0.0% | 35 | +1,427 | 10.78% | Q3 2026 | Oct 15, 2026 |
| Corient Private Wealth LP | History | No change | 14,224 | 325 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TMB Capital Partners, LLC | History | Added to | 13,564 | 315 | 0.1% | 0.09% | 37 | +629 | 4.86% | Q3 2026 | Oct 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,166 | 306 | 0.01% | 0.01% | 38 | -147 | -1.1% | Q3 2026 | Oct 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 12,900 | 300 | 0.0% | 0.0% | 39 | -325 | -2.46% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,832 | 270 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 11,283 | 258 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | New | 10,971 | 255 | 0.0% | — | 42 | +10,971 | New | Q3 2026 | Oct 30, 2026 |
| Roan Capital Partners | History | Reduced | 10,592 | 246 | 0.18% | 0.23% | 43 | -1,500 | -12.4% | Q3 2026 | Oct 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,630 | 220 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 8,699 | 203 | 0.02% | 0.02% | 45 | +1,093 | 14.37% | Q3 2026 | Oct 27, 2026 |
| Summit Financial, LLC | History | No change | 8,771 | 200 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6,981 | 162 | 0.01% | 0.02% | 47 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 6,917 | 158 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KFG LLC | History | New | 6,197 | 144 | 0.1% | — | 49 | +6,197 | New | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,989 | 114 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,881 | 43 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,451 | 33 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,326 | 30 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 964 | 22 | 0.0% | — | 54 | +964 | New | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | New | 903 | 21 | 0.0% | — | 55 | +903 | New | Q3 2026 | Nov 04, 2026 |
| Strive Financial Group ,LLC | History | No change | 830 | 19 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 792 | 18 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 671 | 15 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 578 | 13 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 362 | 8 | 0.0% | — | 61 | +362 | New | Q3 2026 | Nov 02, 2026 |
| LANARK FINANCIAL, INC. | History | New | 300 | 6 | 0.0% | — | 62 | +300 | New | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 139 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 118 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -44,550 | -100.0% | Q3 2026 | Oct 08, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,715 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,811 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |