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Invesco MSCI USA ETF (PBUS) Institutional Ownership

Invesco MSCI USA ETF logo
$77.25 +0.31 (+0.40%)
As of 09:35 AM Eastern

Institutional Ownership Changes (13F Filings) for Invesco MSCI USA ETF (BATS:PBUS)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$850.62M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$1.75B
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PBUS Institutional Buying and Selling by Quarter

Invesco MSCI USA ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026 Trust Co. of Vermont12,718$9.37M0.3%N/A0.010%
5/19/2026 Bank of America Corp DE4,164$271K0.0%+225.1%0.003%
5/18/2026 Royal Bank of Canada900$59K0.0%-96.9%0.001%
5/13/2026 Cetera Investment Advisers509,294$33.19M0.0%+24.2%0.385%
5/5/2026 Bank of New York Mellon Corp2,199,686$143.35M0.0%N/A1.661%
5/4/2026 Retirement Planning Group LLC5,100$332K0.0%N/A0.004%
4/30/2026 Kestra Advisory Services LLC82,072$5.35M0.0%-2.1%0.062%
4/30/2026 IAG Wealth Partners LLC18,353$1.20M0.1%-2.5%0.014%
4/27/2026 Altus Wealth Group LLC37,267$2.43M1.0%+3.7%0.028%
4/27/2026 Private Advisor Group LLC55,723$3.63M0.0%N/A0.042%
4/24/2026 Capital Asset Advisory Services LLC972,994$69.09M2.5%+8.1%0.735%
4/20/2026 Kestra Private Wealth Services LLC29,836$1.94M0.0%-27.6%0.023%
2/19/2026 Invesco Ltd.1,221,249$83.59M0.0%-5.7%0.922%
2/19/2026 Axxcess Wealth Management LLC897,822$61.46M0.7%+41.6%0.678%
2/18/2026 Raymond James Financial Inc.1,545,014$105.76M0.0%+4.6%1.167%
2/17/2026 Cetera Investment Advisers410,134$28.07M0.0%+32.8%0.310%
2/17/2026 Equitable Holdings Inc.9,713$665K0.0%-15.9%0.007%
2/17/2026 Tower Research Capital LLC TRC 12,544$859K0.0%+1,176.1%0.009%
2/17/2026 Royal Bank of Canada28,789$1.97M0.0%N/A0.022%
2/16/2026 Panagora Asset Management Inc.1,648,358$112.83M0.4%-0.1%1.245%
2/16/2026 MML Investors Services LLC43,626$2.99M0.0%-0.8%0.033%
2/13/2026 Kestra Advisory Services LLC83,798$5.74M0.0%-0.2%0.063%
2/13/2026 Morgan Stanley32,156,914$2.20B0.1%+19.6%24.288%
2/12/2026 Ensign Peak Advisors Inc1,188,232$81.33M0.1%N/A0.897%
2/11/2026 Metis Global Partners LLC928,627$63.57M1.5%-16.5%0.701%
2/11/2026 LPL Financial LLC314,915$21.56M0.0%+1.0%0.238%
2/11/2026 Vestcor Inc134,953$9.24M0.3%+0.6%0.102%
2/10/2026 Goldman Sachs Group Inc.9,540$653K0.0%N/A0.007%
2/10/2026 IAG Wealth Partners LLC18,816$1.29M0.1%-9.5%0.014%
2/6/2026 Axxcess Wealth Management LLC897,822$61.46M0.2%+41.6%0.678%
2/6/2026 IFP Advisors Inc3,784$259K0.0%-5.6%0.003%
1/29/2026 Kestra Private Wealth Services LLC41,211$2.82M0.0%-6.5%0.031%
1/29/2026 UBS Group AG509,897$34.90M0.0%-36.4%0.385%
1/28/2026 OVERSEA CHINESE BANKING Corp Ltd352,170$24.10M0.6%N/A0.266%
1/26/2026 Mirae Asset Global Investments Co. Ltd.635,822$43.52M0.1%+22.5%0.480%
1/9/2026 Capital Asset Advisory Services LLC899,873$62.57M2.5%+42.0%0.680%
12/2/2025 IFP Advisors Inc3,490$234K0.0%-14.6%0.003%
11/17/2025 Kestra Private Wealth Services LLC44,076$2.96M0.0%+40.8%0.033%
11/17/2025 Susquehanna International Group LLP5,397$362K0.0%-80.8%0.004%
11/17/2025 Qube Research & Technologies Ltd7,159$480K0.0%N/A0.005%
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11/17/2025 Citadel Advisors LLC16,449$1.10M0.0%+24.9%0.012%
11/17/2025 Bank of America Corp DE1,035$69K0.0%+1,298.6%0.001%
11/14/2025 Raymond James Financial Inc.1,477,106$99.04M0.0%+200.8%1.116%
11/13/2025 Invesco Ltd.1,294,760$86.81M0.0%+141.0%0.978%
11/13/2025 UBS Group AG802,250$53.79M0.0%-57.9%0.606%
11/13/2025 BNP Paribas Financial Markets114,596$7.68M0.0%+318,222.2%0.087%
11/13/2025 Vestcor Inc134,173$9.00M0.3%-4.6%0.101%
11/12/2025 IAG Wealth Partners LLC20,801$1.40M0.2%-4.7%0.016%
11/7/2025 Axxcess Wealth Management LLC633,908$42.50M0.9%+16.3%0.479%
11/6/2025 Metis Global Partners LLC1,112,348$74.58M1.8%-48.3%0.840%
11/6/2025 Rhumbline Advisers18,778$1.26M0.0%N/A0.014%
11/5/2025 Envestnet Asset Management Inc.45,420$3.05M0.0%+1.3%0.034%
11/4/2025 National Pension Service47,382,366$3.18B2.5%-32.9%35.787%
11/3/2025 Mirae Asset Global Investments Co. Ltd.518,887$34.79M0.1%+22.1%0.392%
10/21/2025 Altus Wealth Group LLC35,809$2.40M1.0%+2.0%0.027%
10/2/2025 Capital Asset Advisory Services LLC633,908$42.50M1.8%+17.2%0.479%
9/4/2025 Osaic Holdings Inc.1,758$109K0.0%-66.6%0.001%
8/18/2025 Geneos Wealth Management Inc.526$33K0.0%+110.4%0.000%
8/15/2025 Tower Research Capital LLC TRC 7,937$494K0.0%N/A0.006%
8/15/2025 MML Investors Services LLC44,817$2.79M0.0%+5.6%0.034%
8/14/2025 Jane Street Group LLC5,624$350K0.0%N/A0.004%
8/14/2025 Raymond James Financial Inc.490,993$30.53M0.0%-49.0%0.371%
8/13/2025 Marshall Wace LLP17,536$1.09M0.0%N/A0.013%
8/13/2025 Invesco Ltd.537,254$33.41M0.0%-22.3%0.406%
8/13/2025 IAG Wealth Partners LLC21,825$1.36M0.2%+5.8%0.016%
8/13/2025 Panagora Asset Management Inc.1,649,300$102.55M0.5%N/A1.246%
8/12/2025Jaffetilchin Investment Partners LLC18,175$1.13M0.1%-1.1%0.014%
8/8/2025 Collaborative Wealth Managment Inc.4,048$252K0.1%-6.9%0.003%
8/8/2025 Cetera Investment Advisers192,454$11.97M0.0%+112.0%0.145%
8/8/2025 Empower Advisory Group LLC66,389$4.13M0.0%-95.7%0.050%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.9,010,335$560.26M2.0%+99.2%6.805%
8/6/2025 Metis Global Partners LLC2,150,484$133.72M3.4%+4,866.4%1.624%
8/1/2025 Envestnet Asset Management Inc.44,850$2.79M0.0%+5.3%0.034%
7/29/2025 Altus Wealth Group LLC35,115$2.18M1.0%+1.1%0.027%
7/28/2025 Axxcess Wealth Management LLC545,013$33.89M0.8%+22.8%0.412%
7/24/2025 IFP Advisors Inc4,086$274K0.0%N/A0.003%
7/21/2025 Mirae Asset Global Investments Co. Ltd.425,085$26.43M0.1%+68.3%0.321%
7/7/2025 Capital Asset Advisory Services LLC540,917$33.60M1.6%+21.4%0.449%
5/16/2025Integrated Wealth Concepts LLC3,617$203K0.0%N/A0.003%
5/13/2025Raymond James Financial Inc.962,684$53.93M0.0%+14.4%0.842%
5/12/2025Invesco Ltd.691,387$38.73M0.0%-3.6%0.604%
5/12/2025Connor Clark & Lunn Investment Management Ltd.4,523,117$253.39M1.1%+3.0%3.954%
5/9/2025Empower Advisory Group LLC1,544,010$86.50M0.3%N/A1.350%
5/7/2025LPL Financial LLC309,419$17.33M0.0%-2.3%0.271%
5/6/2025Cetera Investment Advisers90,788$5.09M0.0%+49.2%0.079%
5/5/2025Kestra Private Wealth Services LLC24,984$1.40M0.0%N/A0.024%
4/30/2025Axxcess Wealth Management LLC443,897$24.87M0.7%+4.3%0.421%
4/29/2025Envestnet Asset Management Inc.42,591$2.39M0.0%-29.4%0.040%
4/25/2025Altus Wealth Group LLC34,719$1.95M0.9%+5.8%0.033%
4/24/2025Mirae Asset Global Investments Co. Ltd.252,632$14.07M0.0%-28.7%0.240%
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4/16/2025IAG Wealth Partners LLC20,638$1.16M0.2%-2.9%0.020%
4/9/2025Capital Asset Advisory Services LLC445,597$25.24M1.3%+3.9%0.429%
2/17/2025Two Sigma Investments LP77,500$4.56M0.0%N/A0.086%
2/17/2025Cetera Investment Advisers60,858$3.58M0.0%+18.7%0.068%
2/17/2025BNP Paribas Financial Markets9,636$567K0.0%-5.0%0.011%
2/14/2025Schonfeld Strategic Advisors LLC1,520,000$89.51M0.5%N/A1.696%
2/14/2025MML Investors Services LLC57,999$3.42M0.0%+3.4%0.065%
2/13/2025Raymond James Financial Inc.841,785$49.57M0.0%N/A0.939%
2/13/2025Invesco Ltd.716,902$42.22M0.0%+71.0%0.800%
2/13/2025Envestnet Asset Management Inc.60,299$3.55M0.0%+5.5%0.067%


PBUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Invesco MSCI USA ETF. The most heavily invested institutionals were National Pension Service ($3.18B), Morgan Stanley ($2.20B), Connor Clark & Lunn Investment Management Ltd. ($560.26M), Bank of New York Mellon Corp ($143.35M), Panagora Asset Management Inc. ($112.83M), Raymond James Financial Inc. ($105.76M), and Schonfeld Strategic Advisors LLC ($89.51M).Learn more on Invesco MSCI USA ETF's institutional investors.

Of the 41 institutional investors that purchased Invesco MSCI USA ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Connor Clark & Lunn Investment Management Ltd. ($9.01M), Morgan Stanley ($5.28M), Raymond James Financial Inc. ($2.86M), Bank of New York Mellon Corp ($2.20M), Metis Global Partners LLC ($2.11M), Panagora Asset Management Inc. ($1.65M), and Empower Advisory Group LLC ($1.54M).

Institutional investors have bought a total of 12,582,448 shares in the last 24 months. This purchase volume represents approximately $850.62M in transactions.

Of the 15 institutional investors that sold Invesco MSCI USA ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Pension Service ($23.25M), UBS Group AG ($1.40M), Metis Global Partners LLC ($1.22M), Invesco Ltd. ($73.51K), Royal Bank of Canada ($27.89K), Susquehanna International Group LLP ($22.71K), and Kestra Private Wealth Services LLC ($14.24K).

Institutional investors have sold a total of 26,026,291 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.



Institutional ownership data for BATS:PBUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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