Institutional Ownership Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,323
shares
|
$242,952
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,042
shares
|
$227,160
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,744
shares
|
$210,412
0.0% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,504
shares
|
$140,724
0.0% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,394
shares
|
$134,542
0.1% of portfolio
|
Q4 2024
Reduced 47.36%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,071
shares
|
$116,390
0.02% of portfolio
|
Q1 2025
Reduced 93.11%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,814
shares
|
$101,946
0.0% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,408
shares
|
$79,129
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,049
shares
|
$58,953
0.01% of portfolio
|
Q3 2024
Reduced 54.37%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,017
shares
|
$57,155
0.0% of portfolio
|
Q1 2025
Added 101600.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
911
shares
|
$51,198
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
885
shares
|
$49,737
0.0% of portfolio
|
Q4 2024
Reduced 66.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
795
shares
|
$44,679
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
750
shares
|
$42,150
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
602
shares
|
$33,832
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
564
shares
|
$31,696
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
425
shares
|
$23,885
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
415
shares
|
$23,323
0.0% of portfolio
|
Q1 2025
Reduced 69.93%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
405
shares
|
$22,761
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
300
shares
|
$16,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
230
shares
|
$12,926
0.0% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
229
shares
|
$12,869
0.0% of portfolio
|
Q1 2025
Reduced 46.37%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
197
shares
|
$11,071
0.01% of portfolio
|
Q3 2024
Added 114.13%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
190
shares
|
$10,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
180
shares
|
$10,116
0.0% of portfolio
|
Q1 2025
Reduced 93.57%
|