Institutional Ownership Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
15,131
shares
|
$806,633
0.16% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,742
shares
|
$785,896
0.0% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
14,640
shares
|
$780,458
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,378
shares
|
$606,561
0.0% of portfolio
|
Q1 2025
Added 185.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
11,093
shares
|
$591,367
0.02% of portfolio
|
Q1 2025
Added 625.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,027
shares
|
$587,849
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
10,672
shares
|
$568,924
0.0% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,482
shares
|
$505,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,304
shares
|
$495,996
0.06% of portfolio
|
Q1 2021
Added 28.78%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
8,945
shares
|
$476,857
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,890
shares
|
$473,925
0.0% of portfolio
|
Q1 2025
Added 56.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,670
shares
|
$462,197
0.0% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,106
shares
|
$432,130
0.02% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
7,627
shares
|
$406,595
0.37% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
7,255
shares
|
$386,764
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,212
shares
|
$384,471
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,158
shares
|
$381,592
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
6,603
shares
|
$352,005
0.0% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,550
shares
|
$349,180
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
6,246
shares
|
$332,974
0.18% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,618
shares
|
$299,495
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,589
shares
|
$297,949
0.06% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,276
shares
|
$281,263
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,045
shares
|
$268,948
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,045
shares
|
$268,948
0.03% of portfolio
|
Q4 2023
New holding
|