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 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,570
shares
|
$31,902
0.02% of portfolio
|
Q1 2023
Reduced 99.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,519
shares
|
$30,866
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,463
shares
|
$29,728
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,413
shares
|
$28,712
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$28,448
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,262
shares
|
$25,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,174
shares
|
$23,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,142
shares
|
$23,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,118
shares
|
$22,717
0.04% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$20,320
0.0% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$20,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,000
shares
|
$20,320
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$20,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
995
shares
|
$20,218
0.01% of portfolio
|
Q2 2022
Reduced 93.47%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
990
shares
|
$20,116
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
798
shares
|
$16,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
750
shares
|
$15,240
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
721
shares
|
$14,650
0.0% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
703
shares
|
$14,284
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
700
shares
|
$14,224
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
669
shares
|
$13,594
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
641
shares
|
$13,025
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
584
shares
|
$11,866
0.0% of portfolio
|
Q1 2025
Reduced 71.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
546
shares
|
$11,094
0.0% of portfolio
|
Q1 2025
Added 175.76%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
506
shares
|
$10,281
0.0% of portfolio
|
Q1 2025
Added 103.21%
|