Vault-13

INVESCO EXCHANGE TRADED FD T PWB

LARGE CAP GROWTH · ETP · CUSIP 46137V746

195 institutional holders +10 vs Q2 2025
7,050,3757.1m shares reported held*
$883.9mreported value*
21 new 38 added 67 reduced 13 sold out net bought ≈ $14.3m (+114.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $125.37. Options: 1 managers hold calls ($739.1k notional), 0 hold puts (—).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 114Q4 22: 120Q1 23: 127Q2 23: 128Q3 23: 122Q4 23: 136Q1 24: 154Q2 24: 160Q3 24: 167Q4 24: 172Q1 25: 166Q2 25: 185Q3 25: 195195Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022114
Q4 2022120
Q1 2023127
Q2 2023128
Q3 2023122
Q4 2023136
Q1 2024154
Q2 2024160
Q3 2024167
Q4 2024172
Q1 2025166
Q2 2025185
Q3 2025195

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 55 bought or addedQ4 23: 46 cut or sold outQ1 24: 69 bought or addedQ1 24: 50 cut or sold outQ1 24Q2 24: 47 bought or addedQ2 24: 55 cut or sold outQ3 24: 46 bought or addedQ3 24: 67 cut or sold outQ3 24Q4 24: 43 bought or addedQ4 24: 74 cut or sold outQ1 25: 50 bought or addedQ1 25: 55 cut or sold outQ1 25Q2 25: 76 bought or addedQ2 25: 50 cut or sold outQ3 25: 59 bought or addedQ3 25: 80 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235546
Q1 20246950
Q2 20244755
Q3 20244667
Q4 20244374
Q1 20255055
Q2 20257650
Q3 20255980

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $739.1kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$739.1k$00.00

Biggest buyers

ACT WEALTH MANAGEMENT, LLC New +194,630+194.6k
LPL Financial LLC Added +175,648+175.6k
AMERIPRISE FINANCIAL INC Added +88,580+88.6k
Cambridge Investment Research Advisors, Inc. Added +35,550+35.5k
OneAscent Financial Services LLC New +32,147+32.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +12,793+12.8k
BNP PARIBAS FINANCIAL MARKETS New +10,000+10.0k
Empirical Asset Management, LLC New +9,737+9.7k
Integrated Wealth Concepts LLC Added +8,588+8.6k
JONES FINANCIAL COMPANIES LLLP Added +7,410+7.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -133,767-133.8k
Elevation Capital Advisory, LLC Reduced -72,604-72.6k
Ethos Financial Group, LLC Sold out -64,815-64.8k
Ameritas Advisory Services, LLC Sold out -50,107-50.1k
Rockefeller Capital Management L.P. Reduced -40,031-40.0k
BANK OF AMERICA CORP /DE/ Reduced -25,636-25.6k
WIN ADVISORS, INC Reduced -17,746-17.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,221-17.2k
OSAIC HOLDINGS, INC. Reduced -14,378-14.4k
GOLDMAN SACHS GROUP INC Reduced -12,499-12.5k

Biggest calls

KESTRA PRIVATE WEALTH SERVICES, LLC New $739.1k5.9k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,240,5371.2m $155.6m $155.6m 0.05% Added +175.6k +175,648
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 829,701829.7k $104.1m $104.1m 0.01% Reduced -9.2k -9,228
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 441,918441.9k $55.4m $55.4m 0.00% Reduced -25.6k -25,636
4 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 400,389400.4k $50.2m $50.2m 0.02% Reduced -5.2k -5,242
5 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 285,941285.9k $35.9m $35.9m 0.10% Added +35.5k +35,550
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 195,072195.1k $24.5m $24.5m 0.00% Reduced -6.0k -6,003
7 ACT WEALTH MANAGEMENT, LLC 8.56% of their portfolio PLANO, TX 194,630194.6k $24.4m $24.4m 8.56% New
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 176,909176.9k $22.2m $22.2m 0.01% Added +88.6k +88,580
9 Wharton Business Group, LLC 0.91% of their portfolio MALVERN, PA 166,409166.4k $20.9m $20.9m 0.91% Reduced -1.7k -1,730
10 Garden State Investment Advisory Services LLC 4.95% of their portfolio Red Bank, NJ 155,977156.0k $19.6m $19.6m 4.95% Added +1.7k +1,743
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 129,031129.0k $16.2m $16.2m 0.00% Reduced -133.8k -133,767
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 123,137123.1k $15.4m $15.4m 0.00% Added +1.4k +1,400
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,079111.1k $13.9m $13.9m 0.00% Added +3.0k +3,026
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 108,127108.1k $13.6m $13.6m 0.02% Added +12.8k +12,793
15 WIN ADVISORS, INC 6.31% of their portfolio PALM BEACH GARDENS, FL 103,315103.3k $13.0m $13.0m 6.31% Reduced -17.7k -17,746
16 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 93,26393.3k $11.7m $11.7m 0.02% Reduced -4.4k -4,360
17 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 91,82291.8k $11.5m $11.5m 0.06% Reduced -482 -482
18 Capital Investment Counsel, LLC 1.69% of their portfolio DENVER, CO 91,49791.5k $11.5m $11.5m 1.69% Reduced -793 -793
19 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 90,70390.7k $11.4m $11.4m 0.05% Added +184 +184
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 90,01390.0k $11.3m $11.3m 0.00% Reduced -12.5k -12,499
21 Regal Investment Advisors LLC 0.71% of their portfolio KENTWOOD, MI 87,48487.5k $11.0m $11.0m 0.71% Reduced -385 -385
22 Cornerstone Wealth Management, LLC 0.55% of their portfolio ST. PETERS, MO 79,68379.7k $10.0m $10.0m 0.55% Added +440 +440
23 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 70,97671.0k $8.9m $8.9m 0.02% Reduced -5.0k -4,982
24 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 66,79666.8k $8.0m $8.0m 0.01% Reduced -14.4k -14,378
25 CWM, LLC 0.02% of their portfolio OMAHA, NE 63,46463.5k $8.0m $8.0m 0.02% Reduced -2.6k -2,573
26 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 56,94956.9k $7.0m $7.0m 0.00% Added +7.4k +7,410
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 51,96652.0k $6.5m $6.5m 0.01% Added +4.2k +4,188
28 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 49,93149.9k $6.3m $6.3m 0.01% Added +1.2k +1,172
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 49,77349.8k $6.2m $6.2m 0.01% Added +3.4k +3,412
30 Dynamic Advisor Solutions LLC 0.18% of their portfolio PHOENIX, AZ 49,64849.6k $6.2m $6.2m 0.18% Reduced -140 -140
31 Meridian Wealth Management, LLC 0.24% of their portfolio LEXINGTON, KY 49,29949.3k $6.2m $6.2m 0.24% Reduced -101 -101
32 Mill Creek Capital Advisors, LLC 0.12% of their portfolio Conshohocken, PA 45,92045.9k $5.8m $5.8m 0.12% Unchanged
33 Forge Financial Services LLC 2.33% of their portfolio EDMOND, OK 39,39339.4k $5.0m $5.0m 2.33% Reduced -348 -348
34 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 39,16339.2k $4.9m $4.9m 0.01% Reduced -40.0k -40,031
35 JPL Wealth Management, LLC 1.15% of their portfolio GREENWOOD VILLAGE, CO 38,71438.7k $4.9m $4.9m 1.15% Reduced -802 -802
36 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 36,46336.5k $4.6m $4.6m 0.01% Added +6.7k +6,659
37 Firestone Capital Management 0.97% of their portfolio SOUTH MIAMI, FL 35,88535.9k $4.5m $4.5m 0.97% Reduced -202 -202
38 Chicago Partners Investment Group LLC 0.12% of their portfolio CHICAGO, IL 35,58035.6k $4.6m $4.6m 0.12% Reduced -935 -935
39 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 35,08335.1k $4.4m $4.4m 0.03% Reduced -5.1k -5,071
40 OneAscent Financial Services LLC 0.27% of their portfolio BIRMINGHAM, AL 32,14732.1k $4.0m $4.0m 0.27% New
41 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 31,69131.7k $4.0m $4.0m 0.05% Reduced -36 -36
42 Institute for Wealth Management, LLC. 0.41% of their portfolio DENVER, CO 31,51831.5k $4.0m $4.0m 0.41% Reduced -192 -192
43 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 29,02129.0k $3.6m $3.6m 0.03% Reduced -69 -69
44 Spire Wealth Management 0.11% of their portfolio MCLEAN, VA 25,25725.3k $3.2m $3.2m 0.11% Added +1.1k +1,056
45 Prism Advisors, Inc. 0.83% of their portfolio STUDIO CITY, CA 24,40224.4k $3.1m $3.1m 0.83% Reduced -2.5k -2,516
46 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 22,70022.7k $2.8m $2.8m 0.00% Reduced -6.6k -6,600
47 Ullmann Wealth Partners Group, LLC 0.30% of their portfolio JACKSONVILLE BEACH, FL 22,02222.0k $2.8m $2.8m 0.30% Unchanged
48 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 20,19020.2k $2.5m $2.5m 0.02% Reduced -27 -27
49 TOBIAS FINANCIAL ADVISORS, INC. 0.38% of their portfolio Plantation, FL 20,15320.2k $2.5m $2.5m 0.38% Reduced -471 -471
50 FMR LLC 0.00% of their portfolio BOSTON, MA 19,63519.6k $2.5m $2.5m 0.00% Reduced -580 -580
51 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 18,50218.5k $2.3m $2.3m 0.02% Added +8.6k +8,588
52 Peck Wealth Management, LLC 2.15% of their portfolio WHITE PLAINS, NY 17,90317.9k $2.2m $2.2m 2.15% First filing
53 BALANCED WEALTH GROUP LLC 0.90% of their portfolio WESTLAKE, OH 17,61317.6k $2.0m $2.0m 0.90% Added +171 +171
54 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 17,08217.1k $2.1m $2.1m 0.04% Unchanged
55 COMERICA BANK 0.01% of their portfolio DALLAS, TX 15,91615.9k $2.0m $2.0m 0.01% Reduced -326 -326
56 New England Private Wealth Advisors LLC 0.26% of their portfolio WELLESLEY, MA 15,84415.8k $2.0m $2.0m 0.26% Unchanged
57 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 14,50014.5k $1.8m $1.8m 0.02% Added +125 +125
58 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 14,19814.2k $1.8m $1.8m 0.03% Reduced -283 -283
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,95012.9k $1.6m $1.6m 0.00% Reduced -935 -935
60 Investors Research Corp 0.29% of their portfolio ATLANTA, GA 12,57512.6k $1.6m $1.6m 0.29% Added +623 +623
61 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 12,33012.3k $1.5m $1.5m 0.03% Unchanged
62 Wealthspire Retirement, LLC 0.10% of their portfolio ALISO VIEJO, CA 12,26712.3k $1.5m $1.5m 0.10% Reduced -248 -248
63 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 12,17412.2k $1.5m $1.5m 0.04% Reduced -119 -119
64 THOROUGHBRED FINANCIAL SERVICES, LLC 0.09% of their portfolio BRENTWOOD, TN 12,08112.1k $1.5m $1.5m 0.09% Unchanged
65 Blue Capital, Inc. 1.11% of their portfolio OMAHA, NE 11,88411.9k $1.5m $1.5m 1.11% Added +769 +769
66 Fiscal Wisdom Wealth Management, LLC 1.31% of their portfolio Canton, CT 10,98611.0k $1.4m $1.4m 1.31% First filing
67 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 10,42810.4k $1.3m $1.3m 0.05% Reduced -159 -159
68 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 10,42210.4k $1.3m $1.3m 0.10% Added +622 +622
69 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 10,16710.2k $1.3m $1.3m 0.01% Reduced -258 -258
70 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 10,00010.0k $1.3m $1.3m 0.00% New
71 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 9,9309.9k $1.2m $1.2m 0.00% Unchanged
72 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% of their portfolio Westlake, OH 9,9279.9k $1.2m $1.2m 0.07% Added +4.0k +4,006
73 Empirical Asset Management, LLC 0.34% of their portfolio WELLESLEY, MA 9,7379.7k $1.2m $1.2m 0.34% New
74 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 8,9979.0k $1.1m $1.1m 0.08% Added +902 +902
75 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,7058.7k $1.1m $1.1m 0.01% Unchanged
76 Mesirow Financial Investment Management, Inc. 0.02% of their portfolio CHICAGO, IL 8,6008.6k $1.1m $1.1m 0.02% Unchanged
77 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 8,4178.4k $1.1m $1.1m 0.02% Reduced -307 -307
78 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 8,3478.3k $1.0m $1.0m 0.02% Added +6.1k +6,052
79 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 7,1957.2k $902.4k $902.4k 0.01% Reduced -78 -78
80 STEINBERGANNA WEALTH MANAGEMENT 0.42% of their portfolio HUNTINGTON, NY 7,1737.2k $899.6k $899.6k 0.42% First filing
81 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,8596.9k $860.0k $860.0k 0.00% Added +3.1k +3,109
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,7566.8k $847.4k $847.4k 0.00% Added +2.0k +1,965
83 FLAGSHIP HARBOR ADVISORS, LLC 0.04% of their portfolio BOSTON, MA 6,6546.7k $834.5k $834.5k 0.04% Reduced -267 -267
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,6456.6k $833.4k $833.4k 0.00% Reduced -800 -800
85 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 6,5506.5k $821.5k $821.5k 0.01% Unchanged
86 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 6,4956.5k $814.6k $814.6k 0.06% Reduced -1.0k -1,043
87 Glenmede Investment Management, LP 0.00% of their portfolio PHILADELPHIA, PA 6,4426.4k $808.0k $808.0k 0.00% Unchanged
88 Armbruster Capital Management, Inc. 0.14% of their portfolio PITTSFORD, NY 6,3706.4k $798.9k $798.9k 0.14% Unchanged
89 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 6,3466.3k $795.9k $795.9k 0.01% Added +76 +76
90 HARMONY ASSET MANAGEMENT LLC 0.27% of their portfolio SCOTTSDALE, AZ 6,2986.3k $789.9k $789.9k 0.27% Reduced -548 -548
91 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 6,2566.3k $784.6k $784.6k 0.01% Reduced -61 -61
92 Covenant Asset Management, LLC 0.14% of their portfolio CHESTER, NJ 6,0766.1k $762.1k $762.1k 0.14% Added +42 +42
93 STRATEGY ASSET MANAGERS LLC 0.13% of their portfolio PASADENA, CA 5,8475.8k $733.3k $733.3k 0.13% Reduced -1.2k -1,201
94 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 5,5725.6k $698.8k $698.8k 0.01% Added +2.0k +2,031
95 Claris Financial LLC 0.39% of their portfolio GLEN ALLEN, VA 5,4125.4k $678.8k $678.8k 0.39% Reduced -208 -208
96 Maia Wealth LLC 0.12% of their portfolio DENVER, CO 5,2835.3k $685.3k $685.3k 0.12% Added +1.8k +1,835
97 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,1735.2k $648.9k $648.9k 0.00% Added +953 +953
98 Beacon Financial Advisory LLC 0.15% of their portfolio CLEVELAND, OH 5,0505.0k $633.4k $633.4k 0.15% Reduced -55 -55
99 Evolution Wealth Advisors, LLC 0.08% of their portfolio AVENTURA, FL 5,0005.0k $627.1k $627.1k 0.08% Unchanged
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,6424.6k $582.2k $582.2k 0.00% Added +2.3k +2,321