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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
610
shares
|
$32,519
0.02% of portfolio
|
Q2 2022
Reduced 16.44%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
550
shares
|
$29,320
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
534
shares
|
$28,467
0.0% of portfolio
|
Q1 2023
Added 0.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
500
shares
|
$26,655
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
500
shares
|
$26,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
434
shares
|
$23,136
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
416
shares
|
$22,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
415
shares
|
$22,123
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
406
shares
|
$21,643
0.0% of portfolio
|
Q3 2021
Reduced 39.22%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
400
shares
|
$21,324
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
321
shares
|
$17,112
0.0% of portfolio
|
Q3 2024
Reduced 17.69%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
307
shares
|
$16,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$15,993
0.0% of portfolio
|
Q1 2024
Added 5900.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
280
shares
|
$14,926
0.0% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
264
shares
|
$14,073
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
238
shares
|
$12,687
0.0% of portfolio
|
Q1 2024
Reduced 44.65%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
202
shares
|
$10,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
158
shares
|
$8,422
0.0% of portfolio
|
Q4 2024
Reduced 38.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
150
shares
|
$7,996
0.0% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
144
shares
|
$7,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
100
shares
|
$5,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
94
shares
|
$5,011
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
61
shares
|
$3,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
55
shares
|
$2,932
0.0% of portfolio
|
Q1 2025
Reduced 93.57%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$2,665
0.0% of portfolio
|
Q4 2024
New holding
|