Vault-13

INVESCO EXCHANGE TRADED FD T PKB

BUILDING & CONST · ETP · CUSIP 46137V779

81 institutional holders +5 vs Q1 2025
941,065941.1k shares reported held*
$75.6mreported value*
13 new 12 added 34 reduced 9 sold out net sold ≈ $27.9m (-346.8k 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 ≈ $80.35.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 55Q4 22: 52Q1 23: 59Q2 23: 64Q3 23: 67Q4 23: 73Q1 24: 75Q2 24: 80Q3 24: 85Q4 24: 93Q1 25: 76Q2 25: 8181Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202255
Q4 202252
Q1 202359
Q2 202364
Q3 202367
Q4 202373
Q1 202475
Q2 202480
Q3 202485
Q4 202493
Q1 202576
Q2 202581

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 34 bought or addedQ3 23: 24 cut or sold outQ4 23: 26 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 30 bought or addedQ1 24: 33 cut or sold outQ2 24: 30 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 24: 41 bought or addedQ3 24: 27 cut or sold outQ4 24: 43 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 51 cut or sold outQ2 25: 25 bought or addedQ2 25: 43 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233424
Q4 20232637
Q1 20243033
Q2 20243035
Q3 20244127
Q4 20244330
Q1 20253251
Q2 20252543

Biggest buyers

ROYAL BANK OF CANADA Added +40,303+40.3k
AVANTAX ADVISORY SERVICES, INC. Added +6,541+6.5k
Summit Financial, LLC New +2,935+2.9k
Northwest Financial Advisors New +2,854+2.9k
Sigma Planning Corp New +2,646+2.6k
FOUNDERS FINANCIAL SECURITIES LLC New +2,629+2.6k
Janney Montgomery Scott LLC New +2,611+2.6k
ENVESTNET ASSET MANAGEMENT INC Added +2,427+2.4k
Farther Finance Advisors, LLC New +1,500+1.5k
JONES FINANCIAL COMPANIES LLLP Added +1,370+1.4k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -165,619-165.6k
LPL Financial LLC Reduced -45,695-45.7k
GOLDMAN SACHS GROUP INC Reduced -38,978-39.0k
CITADEL ADVISORS LLC Reduced -22,368-22.4k
WELLS FARGO & COMPANY/MN Reduced -21,627-21.6k
Outlook Wealth Advisors, LLC Sold out -17,914-17.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -14,861-14.9k
MORGAN STANLEY Reduced -14,254-14.3k
HRT FINANCIAL LP Sold out -11,217-11.2k
BNP PARIBAS FINANCIAL MARKETS Reduced -9,200-9.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 161,506161.5k $13.0m $13.0m 0.00% Reduced -45.7k -45,695
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 98,03598.0k $7.9m $7.9m 0.00% Reduced -14.3k -14,254
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,96662.0k $5.0m $5.0m 0.00% Added +40.3k +40,303
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,02053.0k $4.3m $4.3m 0.00% Reduced -165.6k -165,619
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 52,54252.5k $4.2m $4.2m 0.00% Reduced -5.7k -5,701
6 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 50,79550.8k $4.1m $4.1m 0.02% Added +6.5k +6,541
7 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 42,73442.7k $3.4m $3.4m 0.01% Reduced -113 -113
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 40,92040.9k $3.3m $3.3m 0.00% Reduced -21.6k -21,627
9 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 29,34629.3k $2.4m $2.4m 0.02% Reduced -562 -562
10 Great Diamond Partners, LLC 0.45% of their portfolio Portland, ME 26,73826.7k $2.1m $2.1m 0.45% Reduced -435 -435
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 26,18826.2k $2.1m $2.1m 0.00% Reduced -3.7k -3,689
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,93219.9k $1.6m $1.6m 0.00% Reduced -6.1k -6,131
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 19,40019.4k $1.6m $1.6m 0.00% Reduced -169 -169
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 18,85318.9k $1.5m $1.5m 0.01% Reduced -2.0k -1,966
15 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 17,26517.3k $1.4m $1.4m 0.01% Added +521 +521
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,68912.7k $1.0m $1.0m 0.00% Reduced -1.0k -1,023
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 11,92411.9k $961.7k $961.7k 0.00% Added +1.4k +1,370
18 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 11,20011.2k $899.9k $899.9k 0.02% Unchanged
19 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 11,01211.0k $884.8k $884.8k 0.07% Added +89 +89
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,21310.2k $821.0k $821.0k 0.00% Reduced -2.6k -2,634
21 IBEX WEALTH ADVISORS 0.08% of their portfolio BEDMINSTER, NJ 9,0779.1k $729.3k $729.3k 0.08% Reduced -1.7k -1,729
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,0419.0k $726.5k $726.5k 0.00% Added +2.4k +2,427
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,7268.7k $701.0k $701.0k 0.00% Reduced -1.8k -1,787
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,2298.2k $661.2k $661.2k 0.00% Reduced -39.0k -38,978
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,1177.1k $571.8k $571.8k 0.00% Reduced -405 -405
26 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 6,8556.9k $550.8k $550.8k 0.00% Reduced -5.0k -5,021
27 Accel Wealth Management 0.17% of their portfolio WAVERLY, IA 6,2486.2k $502.0k $502.0k 0.17% Added +940 +940
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,8185.8k $468.0k $468.0k 0.00% Added +840 +840
29 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5,8005.8k $466.0k $466.0k 0.00% Reduced -9.2k -9,200
30 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,7495.7k $461.9k $461.9k 0.00% Reduced -1.2k -1,181
31 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,5045.5k $442.2k $442.2k 0.00% Reduced -219 -219
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,3015.3k $425.9k $425.9k 0.00% Added +265 +265
33 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,9615.0k $398.6k $398.6k 0.00% Reduced -456 -456
34 FMR LLC 0.00% of their portfolio BOSTON, MA 4,7964.8k $385.4k $385.4k 0.00% Reduced -144 -144
35 SOA Wealth Advisors, LLC. 0.07% of their portfolio NEW YORK, NY 4,7794.8k $384.0k $384.0k 0.07% Added +4 +4
36 KKM Financial LLC 0.11% of their portfolio CHICAGO, IL 3,8433.8k $308.8k $308.8k 0.11% Unchanged
37 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 3,6923.7k $296.7k $296.7k 0.00% Unchanged
38 WMG Financial Advisors, LLC 0.11% of their portfolio Knoxville, TN 3,6843.7k $296.0k $296.0k 0.11% Reduced -192 -192
39 Carr Financial Group Corp 0.09% of their portfolio WORCESTER, MA 3,6493.6k $293.2k $293.2k 0.09% Reduced -1.6k -1,616
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,6303.6k $291.7k $291.7k 0.00% Unchanged
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,4353.4k $276.0k $276.0k 0.00% Reduced -31 -31
42 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 3,3923.4k $272.5k $272.5k 0.01% Reduced -1.3k -1,296
43 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 3,2823.3k $263.7k $263.7k 0.02% Reduced -48 -48
44 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 3,2263.2k $259.2k $259.2k 0.00% Reduced -2.5k -2,493
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,1993.2k $257.0k $257.0k 0.00% Reduced -169 -169
46 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 3,1623.2k $254.1k $254.1k 0.01% Added +115 +115
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,0743.1k $247.0k $247.0k 0.00% Reduced -22.4k -22,368
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,9693.0k $238.6k $238.6k 0.00% Reduced -14.9k -14,861
49 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 2,9352.9k $235.8k $235.8k 0.01% New
50 Northwest Financial Advisors 0.32% of their portfolio HERNDON, VA 2,8542.9k $229.3k $229.3k 0.32% New
51 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 2,6462.6k $212.6k $212.6k 0.01% New
52 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 2,6292.6k $211.3k $211.3k 0.02% New
53 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 2,6112.6k $210.0k $210.0k 0.00% New
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5001.5k $120.5k $120.5k 0.00% New
55 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 920920 $74.0k $74.0k 0.00% First filing
56 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 855855 $68.7k $68.7k 0.00% Reduced -59 -59
57 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 810810 $65.1k $65.1k 0.00% Added +67 +67
58 Colonial Trust Co / SC 0.01% of their portfolio SPARTANBURG, SC 793793 $63.7k $63.7k 0.01% New
59 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 660660 $53.0k $53.0k 0.00% New
60 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 586586 $47.1k $47.1k 0.00% Unchanged
61 COMERICA BANK 0.00% of their portfolio DALLAS, TX 530530 $42.6k $42.6k 0.00% New
62 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 387387 $31.1k $31.1k 0.00% Unchanged
63 Advisors Preferred, LLC 0.00% of their portfolio ROCKVILLE, MD 318318 $25.9k $25.9k 0.00% New
64 CROWLEY WEALTH MANAGEMENT, INC. 0.02% of their portfolio WILMINGTON, DE 307307 $24.6k $24.6k 0.02% Unchanged
65 MGB Wealth Management, LLC 0.01% of their portfolio ADDISON, TX 250250 $20.1k $20.1k 0.01% Unchanged
66 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 200200 $16.1k $16.1k 0.00% Unchanged
67 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 155155 $12.5k $12.5k 0.00% Unchanged
68 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 127127 $10.2k $10.2k 0.00% Unchanged
69 EVERMAY WEALTH MANAGEMENT LLC 0.00% of their portfolio ARLINGTON, VA 125125 $10.0k $10.0k 0.00% Unchanged
70 HOWE & RUSLING INC 0.00% of their portfolio ROCHESTER, NY 9090 $7.2k $7.2k 0.00% Unchanged
71 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 5656 $4.5k $4.5k 0.00% Unchanged
72 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5151 $4.1k $4.1k 0.00% Unchanged
73 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4545 $3.6k $3.6k 0.00% Unchanged
74 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 4545 $3.6k $3.6k 0.00% Unchanged
75 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 2525 $2.0k $2.0k 0.00% New
76 Capital Investment Counsel, Inc 0.00% of their portfolio RALEIGH, NC 1414 $1.1k $1.1k 0.00% Unchanged
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 1414 $1.0k $1.0k 0.00% Unchanged
78 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 44 $321 $321 0.00% New
79 Peterson Wealth Services 0.00% of their portfolio SOUTH OGDEN, UT 44 $321 $321 0.00% Unchanged
80 TOTAL INVESTMENT MANAGEMENT INC 0.00% of their portfolio SCOTTSDALE, AZ 33 $242 $242 0.00% New
81 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged