Institutional Ownership Invesco Exchange Traded Fd Tr (PUI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PUI). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 748,153 shares, which have been reported (via 13F filing form) to have a value of $36.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
330,002
shares
|
$16.2 Million
1.58% of portfolio
|
Q2 2025
Added 124900.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
94,280
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
45,084
shares
|
$2.21 Million
1.2% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
43,489
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,986
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 677.37%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
23,756
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
16,075
shares
|
$787,996
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
15,547
shares
|
$762,113
0.08% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
12,653
shares
|
$620,250
0.04% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,048
shares
|
$541,572
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,466
shares
|
$464,023
0.0% of portfolio
|
Q2 2025
Added 311.92%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9,157
shares
|
$448,876
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,969
shares
|
$439,660
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,460
shares
|
$414,709
0.0% of portfolio
|
Q2 2025
Reduced 67.58%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,186
shares
|
$401,277
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,186
shares
|
$401,277
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,100
shares
|
$348,042
0.01% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,930
shares
|
$339,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,901
shares
|
$338,287
0.0% of portfolio
|
Q2 2025
Added 273.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,896
shares
|
$289,021
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,496
shares
|
$269,413
0.0% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
5,185
shares
|
$254,168
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
5,050
shares
|
$247,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,126
shares
|
$202,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,509
shares
|
$172,011
0.0% of portfolio
|
Q3 2025
Added 39.86%
|