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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,681
shares
|
$34,998
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,634
shares
|
$34,019
0.0% of portfolio
|
Q3 2024
Reduced 55.04%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,570
shares
|
$32,687
0.02% of portfolio
|
Q1 2023
Reduced 99.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,519
shares
|
$31,625
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,463
shares
|
$30,459
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,437
shares
|
$29,918
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,400
shares
|
$29,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,249
shares
|
$26,004
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,174
shares
|
$24,442
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,142
shares
|
$23,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,118
shares
|
$23,276
0.04% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$20,820
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$20,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$20,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$20,820
0.0% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
995
shares
|
$20,715
0.01% of portfolio
|
Q2 2022
Reduced 93.47%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
813
shares
|
$16,926
0.0% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
798
shares
|
$16,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
700
shares
|
$14,574
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
641
shares
|
$13,345
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
610
shares
|
$12,700
0.0% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
512
shares
|
$10,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
508
shares
|
$10,576
0.0% of portfolio
|
Q3 2025
Reduced 24.29%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
500
shares
|
$10,410
0.0% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
382
shares
|
$7,953
0.0% of portfolio
|
Q2 2025
Added 1.33%
|