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 |
---|---|---|---|---|---|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
4,988
shares
|
$265,910
0.01% of portfolio
|
Q4 2023
New holding
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,977
shares
|
$265,323
0.0% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
4,807
shares
|
$256,261
0.03% of portfolio
|
Q4 2023
New holding
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,662
shares
|
$248,531
0.11% of portfolio
|
Q1 2025
New holding
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
4,618
shares
|
$246,185
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,234
shares
|
$225,714
0.02% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
4,175
shares
|
$222,569
0.01% of portfolio
|
Q1 2025
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,004
shares
|
$160,143
0.0% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,640
shares
|
$140,738
0.06% of portfolio
|
Q1 2022
New holding
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,268
shares
|
$120,907
0.0% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,160
shares
|
$115,149
0.0% of portfolio
|
Q1 2024
Added 71.97%
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,966
shares
|
$104,807
0.02% of portfolio
|
Q4 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,780
shares
|
$94,891
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,778
shares
|
$94,785
0.0% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,687
shares
|
$89,933
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,502
shares
|
$80,071
0.0% of portfolio
|
Q1 2024
Reduced 49.97%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,471
shares
|
$78,419
0.0% of portfolio
|
Q4 2020
Added 2509.04%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,100
shares
|
$58,641
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,015
shares
|
$54,109
0.02% of portfolio
|
Q4 2023
Added 34.62%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,000
shares
|
$53,310
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
857
shares
|
$45,686
0.0% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
780
shares
|
$41,581
0.0% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
750
shares
|
$39,982
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
750
shares
|
$39,982
0.02% of portfolio
|
Q4 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
700
shares
|
$37,317
0.0% of portfolio
|
Q4 2024
Reduced 61.62%
|