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 211 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $488 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,118
shares
|
$23,992
0.04% of portfolio
|
Q3 2022
Added 0.99%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,005
shares
|
$21,567
0.0% of portfolio
|
Q2 2024
Reduced 97.89%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
1,000
shares
|
$21,460
0.0% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$21,460
0.0% of portfolio
|
Q3 2023
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$21,460
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
1,000
shares
|
$21,460
0.01% of portfolio
|
Q2 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
1,000
shares
|
$21,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$21,460
0.05% of portfolio
|
Q2 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
995
shares
|
$21,352
0.01% of portfolio
|
Q2 2022
Reduced 93.47%
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
990
shares
|
$21,245
0.0% of portfolio
|
Q2 2023
New holding
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
798
shares
|
$17,125
0.0% of portfolio
|
Q4 2023
New holding
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
750
shares
|
$16,095
0.0% of portfolio
|
Q4 2020
New holding
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
703
shares
|
$15,086
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
700
shares
|
$15,022
0.0% of portfolio
|
Q3 2021
New holding
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
666
shares
|
$14,292
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
641
shares
|
$13,755
0.01% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
584
shares
|
$12,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
479
shares
|
$10,279
0.0% of portfolio
|
Q2 2024
Reduced 62.78%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
466
shares
|
$10,000
0.0% of portfolio
|
Q2 2024
Added 198.72%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
414
shares
|
$8,884
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
365
shares
|
$7,832
0.0% of portfolio
|
Q2 2024
Added 1.11%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
332
shares
|
$7,124
0.0% of portfolio
|
Q2 2024
Added 0.3%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
301
shares
|
$6,459
0.0% of portfolio
|
Q2 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
300
shares
|
$6,438
0.0% of portfolio
|
Q3 2023
Reduced 59.46%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
275
shares
|
$5,901
0.0% of portfolio
|
Q2 2024
Added 1.1%
|