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 202 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $507 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
798
shares
|
$18,138
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
750
shares
|
$17,047
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
738
shares
|
$16,774
0.0% of portfolio
|
Q3 2024
Reduced 72.13%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
703
shares
|
$15,979
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
700
shares
|
$15,911
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
666
shares
|
$15,138
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
641
shares
|
$14,569
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
584
shares
|
$13,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
546
shares
|
$12,410
0.0% of portfolio
|
Q3 2024
Reduced 95.02%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
475
shares
|
$10,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
368
shares
|
$8,364
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
360
shares
|
$8,182
0.0% of portfolio
|
Q3 2024
Reduced 96.71%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
332
shares
|
$7,546
0.0% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
300
shares
|
$6,819
0.0% of portfolio
|
Q3 2023
Reduced 59.46%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
278
shares
|
$6,318
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
264
shares
|
$6,000
0.01% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
249
shares
|
$5,659
0.0% of portfolio
|
Q1 2024
Reduced 76.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
238
shares
|
$5,409
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
197
shares
|
$4,477
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
156
shares
|
$3,545
0.0% of portfolio
|
Q3 2024
Reduced 66.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
82
shares
|
$1,863
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8
shares
|
$181
0.0% of portfolio
|
Q1 2024
Reduced 94.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2024
New holding
|