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Invesco PureBeta US Aggregate Bond ETF (PBND) Institutional Ownership

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$21.77
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(As of 06/23/2023)
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Institutional Ownership Changes (13F Filings) for Invesco PureBeta US Aggregate Bond ETF (BATS:PBND)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$565.33K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$86.08M
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PBND Institutional Buying and Selling by Quarter

Invesco PureBeta US Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2023Private Advisor Group LLC12,684$283K0.0%N/A0.793%
5/10/2023LPL Financial LLC137,793$3.07M0.0%-93.1%8.612%
5/8/2023Collaborative Wealth Managment Inc.18,169$405K0.3%-78.4%1.136%
2/10/2023Collaborative Wealth Managment Inc.84,009$1.83M1.2%-6.5%0.000%
2/8/2023Belpointe Asset Management LLC2,801$61K0.0%N/A0.000%
2/7/2023LPL Financial LLC2,003,185$43.61M0.0%+99.5%0.000%
2/7/2023Envestnet Asset Management Inc.63,043$1.37M0.0%+13.7%0.000%
2/1/2023Private Portfolio Partners LLC9,807$213K0.1%N/A0.000%
1/18/2023Private Advisor Group LLC49,383$1.08M0.0%+47.0%0.000%
12/12/2022WealthPlan Investment Management LLC24,021$538K0.0%N/A0.000%
11/22/2022IHT Wealth Management LLC154,071$3.33M0.3%N/A0.000%
11/10/2022Strategic Wealth Advisors Group LLC220,597$4.77M0.2%+28.7%0.000%
11/7/2022 Capital Advisory Group Advisory Services LLC17,167$371K0.3%-52.1%0.000%
10/14/2022Private Advisor Group LLC33,602$726K0.0%+94.9%0.000%
8/16/2022Collaborative Wealth Managment Inc.93,343$2.13M1.4%N/A0.000%
8/12/2022LPL Financial LLC699,404$15.94M0.0%+511.9%0.000%
8/4/2022 Cornerstone Wealth Management LLC20,859$475K0.1%N/A0.000%
8/3/2022Envestnet Asset Management Inc.48,261$1.10M0.0%+66.6%0.000%
7/27/2022 Advisor Resource Council24,734$564K0.1%N/A0.000%
7/13/2022Private Advisor Group LLC17,242$393K0.0%-39.1%0.000%
5/4/2022Envestnet Asset Management Inc.28,976$695K0.0%+45.8%0.000%
5/3/2022WealthPLAN Partners LLC31,889$735K0.1%-2.8%0.000%
4/29/2022 Capital Advisory Group Advisory Services LLC36,190$868K0.4%-40.5%0.000%
2/11/2022 Advisor Resource Council25,323$648K0.1%N/A0.000%
2/10/2022Private Advisor Group LLC28,247$723K0.0%N/A0.000%
2/4/2022Envestnet Asset Management Inc.19,877$509K0.0%+64.3%0.000%
2/3/2022Advisor Group Holdings Inc.13,865$355K0.0%+7.3%0.000%
2/1/2022WealthPLAN Partners LLC32,792$821K0.1%+2.8%0.000%
12/9/2021WealthPLAN Partners LLC31,890$822K0.1%+25.4%0.000%
11/16/2021Jane Street Group LLC64,607$1.67M0.0%+27.7%0.000%
11/16/2021LPL Financial LLC72,267$1.87M0.0%+24.6%0.000%
11/5/2021Advisor Group Holdings Inc.12,921$334K0.0%+129.2%0.000%
8/19/2021WealthPLAN Partners LLC25,436$662K0.0%+4.8%0.000%
8/19/2021 Advisor Resource Council20,130$522K0.1%N/A0.000%
8/13/2021LPL Financial LLC58,006$1.51M0.0%-47.3%0.000%
8/11/2021Susquehanna International Group LLP13,578$352K0.0%-56.6%0.000%
8/9/2021Western Wealth Management LLC11,395$295K0.0%-18.9%0.000%
8/2/2021Advisor Group Holdings Inc.5,638$147K0.0%+84.5%0.000%
5/18/2021Jane Street Group LLC47,131$1.21M0.0%-57.8%0.000%
5/14/2021Laurel Wealth Advisors Inc.8,509$218K0.0%N/A0.000%
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5/12/2021UBS Group AG2,160$55K0.0%N/A0.000%
5/11/2021WealthPLAN Partners LLC24,262$627K0.0%-2.8%0.000%
2/18/2021 Capital Advisory Group Advisory Services LLC62,998$1.68M0.7%-47.3%0.000%
2/17/2021Jane Street Group LLC111,816$2.99M0.0%+91.7%0.000%
2/12/2021LPL Financial LLC147,839$3.95M0.0%-18.8%0.000%
2/10/2021Western Wealth Management LLC21,175$565K0.1%+112.6%0.000%
12/18/2020WealthPLAN Partners LLC25,120$671K0.1%+3.7%0.000%
11/17/2020Jane Street Group LLC58,320$1.56M0.0%N/A0.000%
11/16/2020 Capital Advisory Group Advisory Services LLC119,465$3.20M1.7%+3.7%0.000%
11/9/2020LPL Financial LLC181,958$4.88M0.0%+156.8%0.000%
10/27/2020Western Wealth Management LLC9,959$267K0.0%N/A0.000%
8/19/2020WealthPLAN Partners LLC24,227$654K0.1%-9.3%0.000%
8/14/2020Advisor Group Holdings Inc.2,878$77K0.0%-71.6%0.000%
8/4/2020Jacobi Capital Management LLC419,696$11.27M2.1%N/A0.000%
7/27/2020Jacobi Capital Management LLC5,963$11.27M2.1%N/A0.000%
5/18/2020 Capital Advisory Group Advisory Services LLC117,535$3.10M3.8%+2.5%0.000%
5/18/2020Advisor Group Holdings Inc.10,122$267K0.0%N/A0.000%
5/15/2020Invesco Ltd.20,883$551K0.0%+9.9%0.000%
(Data available from 1/1/2016 forward)

PBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBND shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Invesco PureBeta US Aggregate Bond ETF. The most heavily invested institutionals were Strategic Wealth Advisors Group LLC ($4.77M), IHT Wealth Management LLC ($3.33M), LPL Financial LLC ($3.07M), Envestnet Asset Management Inc. ($1.37M), WealthPLAN Partners LLC ($735K), Advisor Resource Council ($564K), and WealthPlan Investment Management LLC ($538K).Learn more on PBND's institutional investors.

Which institutional investors have been buying Invesco PureBeta US Aggregate Bond ETF stock?

Of the 11 institutional investors that purchased Invesco PureBeta US Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.58M), IHT Wealth Management LLC ($154.07K), Collaborative Wealth Managment Inc. ($93.34K), Strategic Wealth Advisors Group LLC ($49.18K), Private Advisor Group LLC ($44.83K), Envestnet Asset Management Inc. ($36.00K), and Advisor Resource Council ($24.73K).

How much institutional buying is happening at Invesco PureBeta US Aggregate Bond ETF?

Institutional investors have bought a total of 2,044,047 shares in the last 24 months. This purchase volume represents approximately $45.53M in transactions.

Which Invesco PureBeta US Aggregate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco PureBeta US Aggregate Bond ETF stock in the last 24 months: LPL Financial LLC ($1.87M), Collaborative Wealth Managment Inc. ($71.69K), Capital Advisory Group Advisory Services LLC ($43.32K), Private Advisor Group LLC ($11.08K), and WealthPLAN Partners LLC ($903.00).

How much institutional selling is happening at Invesco PureBeta US Aggregate Bond ETF?

Institutional investors have sold a total of 1,992,386 shares in the last 24 months. This volume of shares sold represents approximately $87.47M in transactions.


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This page (BATS:PBND) was last updated on 4/25/2024 by MarketBeat.com Staff

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