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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
300
shares
|
$5,873
0.0% of portfolio
|
Q3 2023
Reduced 59.46%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
299
shares
|
$5,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
281
shares
|
$5,501
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
264
shares
|
$5,169
0.01% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
249
shares
|
$4,875
0.0% of portfolio
|
Q1 2024
Reduced 76.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
240
shares
|
$4,699
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
198
shares
|
$3,876
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
156
shares
|
$3,054
0.0% of portfolio
|
Q3 2024
Reduced 66.52%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
110
shares
|
$2,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
82
shares
|
$1,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
53
shares
|
$1,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8
shares
|
$156
0.0% of portfolio
|
Q1 2024
Reduced 94.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|