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 218 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 $448 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
7,717
shares
|
$151,098
0.0% of portfolio
|
Q2 2024
Added 152.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
7,190
shares
|
$140,780
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,882
shares
|
$134,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
6,818
shares
|
$133,496
0.08% of portfolio
|
Q1 2024
Added 9.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,726
shares
|
$112,115
0.0% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,405
shares
|
$105,829
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
5,400
shares
|
$105,731
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
5,180
shares
|
$101,424
0.0% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,076
shares
|
$99,388
0.07% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
4,811
shares
|
$94,199
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,778
shares
|
$93,553
0.0% of portfolio
|
Q4 2024
Added 418.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,189
shares
|
$82,020
0.01% of portfolio
|
Q1 2025
Added 104625.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,742
shares
|
$73,268
0.0% of portfolio
|
Q1 2025
Added 91.7%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
3,181
shares
|
$62,283
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,502
shares
|
$48,989
0.0% of portfolio
|
Q1 2024
Reduced 19.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,375
shares
|
$46,502
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,284
shares
|
$44,720
0.01% of portfolio
|
Q4 2024
Reduced 63.88%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,020
shares
|
$39,551
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,014
shares
|
$39,434
0.0% of portfolio
|
Q4 2024
Added 244.86%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
1,880
shares
|
$36,810
0.01% of portfolio
|
Q2 2024
Reduced 39.59%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,851
shares
|
$36,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,840
shares
|
$36,027
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,680
shares
|
$32,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,634
shares
|
$31,993
0.0% of portfolio
|
Q3 2024
Reduced 55.04%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,570
shares
|
$30,740
0.02% of portfolio
|
Q1 2023
Reduced 99.2%
|