Institutional Ownership Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $488 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
37,314
shares
|
$794,415
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
36,493
shares
|
$776,935
0.02% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
34,409
shares
|
$732,567
0.37% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
33,545
shares
|
$714,173
0.16% of portfolio
|
Q4 2024
Added 29.44%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
31,497
shares
|
$670,571
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
29,386
shares
|
$625,627
0.02% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
28,859
shares
|
$614,408
0.2% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,645
shares
|
$588,562
0.02% of portfolio
|
Q1 2020
Reduced 97.98%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
27,599
shares
|
$587,582
0.24% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
27,387
shares
|
$583,069
0.01% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
26,780
shares
|
$570,146
0.0% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
25,830
shares
|
$549,920
0.02% of portfolio
|
Q4 2024
Added 105.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,662
shares
|
$546,343
0.01% of portfolio
|
Q2 2024
Added 30.48%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
25,156
shares
|
$535,571
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
24,589
shares
|
$523,499
0.02% of portfolio
|
Q4 2024
Reduced 90.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
24,401
shares
|
$519,497
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
24,009
shares
|
$511,151
0.0% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,973
shares
|
$510,385
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,831
shares
|
$507,361
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
23,792
shares
|
$506,531
0.0% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
23,114
shares
|
$492,097
0.18% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
22,878
shares
|
$487,072
0.09% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
22,425
shares
|
$477,428
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,897
shares
|
$444,897
0.02% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,189
shares
|
$429,823
0.0% of portfolio
|
Q4 2024
New holding
|