Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
557K+ 4234.85% |
$26M - $32.1M
|
570K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
372K+ 424.49% |
$17.4M - $21.5M
|
460K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260K+ 259900.0% |
$12.2M - $15M
|
260K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
187K+ 741.07% |
$8.73M - $10.8M
|
212K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
154K+ 493.73% |
$7.22M - $8.91M
|
186K
$9.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.3K+ 41.01% |
$3.8M - $4.69M
|
280K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.6K+ 54.55% |
$3.3M - $4.08M
|
200K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.9K+ 301.14% |
$2.85M - $3.51M
|
81.1K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56.4K+ 330.44% |
$2.64M - $3.25M
|
73.4K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.8K+ 44.48% |
$2.33M - $2.87M
|
162K
$8.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
26.6KNew |
$1.24M - $1.53M
|
26.6K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5K+ 385.3% |
$1M - $1.24M
|
27K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.9KNew |
$788K - $973K
|
16.9K
$898K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 45.89% |
$597K - $737K
|
40.6K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11KNew |
$516K - $636K
|
11K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 105.27% |
$491K - $606K
|
20.5K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.56K+ 625.51% |
$447K - $552K
|
11.1K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.48KNew |
$444K - $547K
|
9.48K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.95KNew |
$418K - $516K
|
8.95K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.39K+ 185.09% |
$346K - $426K
|
11.4K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7.26KNew |
$339K - $419K
|
7.26K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.21KNew |
$337K - $416K
|
7.21K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.16KNew |
$335K - $413K
|
7.16K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.01K+ 2.73% |
$281K - $347K
|
226K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.88K+ 50.0% |
$228K - $282K
|
14.6K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.66KNew |
$218K - $269K
|
4.66K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.18KNew |
$195K - $241K
|
4.18K
$223K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.17K+ 83.26% |
$195K - $241K
|
9.17K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.19K+ 56.02% |
$149K - $184K
|
8.89K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500+ 100.0% |
$23.4K - $28.9K
|
1K
$53.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
500New |
$23.4K - $28.9K
|
500
$26.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
434New |
$20.3K - $25.1K
|
434
$23.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
354+ 0.93% |
$16.6K - $20.4K
|
38.3K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
307New |
$14.4K - $17.7K
|
307
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
202New |
$9.45K - $11.7K
|
202
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144New |
$6.74K - $8.31K
|
144
$7.68K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
100New |
$4.68K - $5.77K
|
100
$5.33K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
61New |
$2.85K - $3.52K
|
61
$3.25K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13+ 0.23% |
$608 - $750
|
5.59K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4+ 0.09% |
$187 - $231
|
4.62K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4+ 0.05% |
$187 - $231
|
7.63K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.02% |
$46.8 - $57.7
|
5.28K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.06% |
$46.8 - $57.7
|
1.69K
$89.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 10.1% |
$9.36K - $11.5K
|
1.78K
$94.9K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-225- 92.59% |
$10.5K - $13K
|
18
$960
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-267- 25.5% |
$12.5K - $15.4K
|
780
$41.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-284- 1.84% |
$13.3K - $16.4K
|
15.1K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-286- 3.41% |
$13.4K - $16.5K
|
8.11K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-474- 10.07% |
$22.2K - $27.4K
|
4.23K
$226K
|