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 222 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
9,920
shares
|
$206,534
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
9,514
shares
|
$198,081
0.04% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
9,085
shares
|
$189,149
0.04% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,943
shares
|
$186,193
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,896
shares
|
$143,574
0.0% of portfolio
|
Q2 2025
Added 32.72%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,566
shares
|
$115,884
0.04% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
5,418
shares
|
$112,802
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
5,180
shares
|
$107,847
0.0% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,076
shares
|
$105,682
0.07% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,066
shares
|
$105,474
0.0% of portfolio
|
Q2 2025
Reduced 37.63%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,811
shares
|
$100,165
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
4,690
shares
|
$97,645
0.01% of portfolio
|
Q2 2025
Reduced 34.77%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,130
shares
|
$85,986
0.01% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,099
shares
|
$85,341
0.01% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,424
shares
|
$71,287
0.01% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,273
shares
|
$68,143
0.0% of portfolio
|
Q1 2025
Added 340.51%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,502
shares
|
$52,091
0.0% of portfolio
|
Q1 2024
Reduced 19.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,477
shares
|
$51,571
0.0% of portfolio
|
Q2 2025
Reduced 33.81%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,375
shares
|
$49,447
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$41,640
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,916
shares
|
$39,891
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
1,880
shares
|
$39,141
0.01% of portfolio
|
Q2 2024
Reduced 39.59%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,875
shares
|
$39,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,840
shares
|
$38,308
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,682
shares
|
$35,019
0.0% of portfolio
|
Q1 2025
Added 208.06%
|