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PICB Institutional Ownership

Invesco International Corporate Bond ETF
1W: -0.8% 1M: -3.4% 3M: -3.9% YTD: -6.0% 1Y: -6.2% 3Y: +14.6% 5Y: -13.3%
$22.23
+0.04 (+0.20%)
 
Weekly Expected Move ±0.9%
$22 $22 $22 $22 $23
ETF AMEX · AUM $345.6M

Institutional Ownership — PICB

74
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
325M
Total Invested
10
New Positions
34
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (79 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Tanager Wealth Management LLP 4,499,641 100M +823,441 +22.4% 19Q SEC ↗
2 Dunhill Financial, LLC 2,221,653 49M +47,538 +2.2% 4Q SEC ↗
3 MANUFACTURERS LIFE INSURANCE COMPANY, NEW 1,247,916 28M — +0.0% 1Q SEC ↗
4 Checchi Capital Advisers, LLC 834,395 19M -1,391 -0.2% 33Q SEC ↗
5 WELLS FARGO & COMPANY/MN 487,269 11M +39,098 +8.7% 33Q SEC ↗
6 LPL Financial LLC 460,908 10M +45,569 +11.0% 27Q SEC ↗
7 Urban Financial Advisory Corp 375,756 8M -245,956 -39.6% 10Q SEC ↗
8 MORGAN STANLEY 316,541 7M -166,872 -34.5% 33Q SEC ↗
9 Walkner Condon Financial Advisors LLC 294,945 7M +56,044 +23.5% 15Q SEC ↗
10 1 NORTH WEALTH SERVICES LLC 156,512 3M +25,325 +19.3% 5Q SEC ↗
11 STIFEL FINANCIAL CORP 132,380 3M +34,412 +35.1% 33Q SEC ↗
12 NOMURA ASSET MANAGEMENT CO LTD 120,100 3M +77,235 +180.2% 6Q SEC ↗
13 Rathbones Group PLC 114,025 3M -15,984 -12.3% 31Q SEC ↗
14 Bristlecone Value Partners, LLC 100,865 2M +8,333 +9.0% 3Q SEC ↗
15 Private Advisor Group, LLC 75,800 2M +27,161 +55.8% 30Q SEC ↗
16 GUGGENHEIM CAPITAL LLC 69,729 2M +9,064 +14.9% 5Q SEC ↗
17 JOHNSON INVESTMENT COUNSEL INC 65,819 1M +14,584 +28.5% 2Q SEC ↗
18 JONES FINANCIAL COMPANIES LLLP 61,039 1M +29,503 +93.6% 4Q SEC ↗
19 Climber Capital SA 60,195 1M +2,980 +5.2% 3Q SEC ↗
20 Cerity Partners LLC 43,847 974K — +0.0% 2Q SEC ↗
21 Fortis Group Advisors, LLC 40,907 909K +2,598 +6.8% 4Q SEC ↗
22 ENVESTNET ASSET MANAGEMENT INC 40,009 889K +16,724 +71.8% 33Q SEC ↗
23 Grey Fox Wealth Advisors, LLC 35,847 797K -8,396 -19.0% 4Q SEC ↗
24 VERITY Wealth Advisors 35,790 795K +3,359 +10.4% 5Q SEC ↗
25 Millington Financial Advisors, LLC 33,186 738K +2,579 +8.4% 12Q SEC ↗
26 BANK OF AMERICA CORP /DE 31,057 690K +15,419 +98.6% 7Q SEC ↗
27 Vontobel Holding Ltd. 30,600 680K +3,362 +12.3% 16Q SEC ↗
28 CHAPMAN FINANCIAL GROUP, LLC 28,096 624K — +0.0% 4Q SEC ↗
29 17 CAPITAL PARTNERS, LLC 25,631 570K +2,088 +8.9% 2Q SEC ↗
30 OSAIC HOLDINGS, INC. 23,404 520K +1,288 +5.8% 26Q SEC ↗
31 UBS Group AG 23,294 518K +4,243 +22.3% 33Q SEC ↗
32 CAPTRUST FINANCIAL ADVISORS 22,720 505K +5 +0.0% 5Q SEC ↗
33 CITADEL ADVISORS LLC NEW 22,465 499K — +0.0% 1Q SEC ↗
34 HRT FINANCIAL LP NEW 20,621 458K — +0.0% 1Q SEC ↗
35 ROYAL BANK OF CANADA 20,359 452K -430 -2.1% 33Q SEC ↗
36 Sequoia Financial Advisors, LLC 20,069 446K +168 +0.8% 4Q SEC ↗
37 Thrivent Financial for Lutherans 19,439 432K -60,447 -75.7% 4Q SEC ↗
38 Insight Wealth Strategies, LLC 17,487 389K +559 +3.3% 5Q SEC ↗
39 Pacifica Partners Inc. 17,315 385K — +0.0% 27Q SEC ↗
40 Cetera Investment Advisers 16,796 373K +1,942 +13.1% 5Q SEC ↗
41 Ausdal Financial Partners, Inc. 15,468 344K +545 +3.7% 11Q SEC ↗
42 MML INVESTORS SERVICES, LLC 12,385 275K +1,912 +18.3% 6Q SEC ↗
43 Rockefeller Capital Management L.P. 12,153 270K -666 -5.2% 4Q SEC ↗
44 BANK OF MONTREAL /CAN 11,982 266K — +0.0% 3Q SEC ↗
45 Factor Wealth Management LTD 11,548 257K -993 -7.9% 5Q SEC ↗
46 Kingsview Wealth Management, LLC 11,329 252K -38 -0.3% 5Q SEC ↗
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 10,623 236K — +0.0% 1Q SEC ↗
48 NATIXIS ADVISORS, LLC NEW 10,569 235K — +0.0% 1Q SEC ↗
49 LEDERER & ASSOCIATES INVESTMENT COUNSE 10,330 230K — +0.0% 2Q SEC ↗
50 Fifth Third Securities, Inc. 9,643 214K +600 +6.6% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Tanager Wealth Management LLP +823,441 +22.4% 4,499,641
NOMURA ASSET MANAGEMENT CO LTD +77,235 +180.2% 120,100
Walkner Condon Financial Advisors L +56,044 +23.5% 294,945
Dunhill Financial, LLC +47,538 +2.2% 2,221,653
LPL Financial LLC +45,569 +11.0% 460,908
WELLS FARGO & COMPANY/MN +39,098 +8.7% 487,269
STIFEL FINANCIAL CORP +34,412 +35.1% 132,380
JONES FINANCIAL COMPANIES LLLP +29,503 +93.6% 61,039
Private Advisor Group, LLC +27,161 +55.8% 75,800
1 NORTH WEALTH SERVICES LLC +25,325 +19.3% 156,512
ENVESTNET ASSET MANAGEMENT INC +16,724 +71.8% 40,009
BANK OF AMERICA CORP /DE +15,419 +98.6% 31,057
JOHNSON INVESTMENT COUNSEL INC +14,584 +28.5% 65,819
GUGGENHEIM CAPITAL LLC +9,064 +14.9% 69,729
Bristlecone Value Partners, LLC +8,333 +9.0% 100,865
Capital Investment Advisory Service +6,000 +17647.1% 6,034
UBS Group AG +4,243 +22.3% 23,294
Vontobel Holding Ltd. +3,362 +12.3% 30,600
VERITY Wealth Advisors +3,359 +10.4% 35,790
Climber Capital SA +2,980 +5.2% 60,195
Biggest Decreases (14)
HolderReducedChange %Total Shares
Urban Financial Advisory Corp -245,956 -39.6% 375,756
MORGAN STANLEY -166,872 -34.5% 316,541
Thrivent Financial for Lutherans -60,447 -75.7% 19,439
Rathbones Group PLC -15,984 -12.3% 114,025
Grey Fox Wealth Advisors, LLC -8,396 -19.0% 35,847
Forum Finance Group S.A. -3,850 -40.7% 5,600
Checchi Capital Advisers, LLC -1,391 -0.2% 834,395
Factor Wealth Management LTD -993 -7.9% 11,548
JPMORGAN CHASE & CO -870 -56.4% 672
Rockefeller Capital Management L.P. -666 -5.2% 12,153
ROYAL BANK OF CANADA -430 -2.1% 20,359
Advisory Alpha, LLC -369 -4.0% 8,876
FIRST UNITED BANK & TRUST -126 -2.7% 4,559
Kingsview Wealth Management, LLC -38 -0.3% 11,329

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms