Institutional Ownership Invesco Exchange Traded Fd Tr (PYZ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PYZ). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 232,598 shares, which have been reported (via 13F filing form) to have a value of $20.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
44,892
shares
|
$3.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.36%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
25,945
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
21,003
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2024
Reduced 33.13%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
12,703
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 46.28%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
12,671
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Imc Chicago, LLC
|
Apr 12, 2024 Q1 2024 |
11,416
shares
|
$998,100
0.04% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
11,198
shares
|
$979,041
0.0% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
11,176
shares
|
$977,117
0.0% of portfolio
|
Q1 2024
Reduced 34.61%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
May 08, 2024 Q1 2024 |
10,300
shares
|
$900,529
0.25% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
8,793
shares
|
$768,771
0.0% of portfolio
|
Q1 2024
Reduced 49.25%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
8,130
shares
|
$710,805
0.0% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
6,009
shares
|
$525,366
0.0% of portfolio
|
Q1 2024
Reduced 20.92%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
5,761
shares
|
$503,684
0.0% of portfolio
|
Q1 2024
Added 25.92%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
5,034
shares
|
$440,122
0.29% of portfolio
|
Q1 2024
Added 6.2%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
4,946
shares
|
$432,428
0.01% of portfolio
|
Q1 2024
Reduced 31.89%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,735
shares
|
$413,981
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
4,490
shares
|
$392,560
0.26% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,432
shares
|
$387,489
0.0% of portfolio
|
Q1 2024
Reduced 14.85%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
3,339
shares
|
$291,928
0.09% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
3,142
shares
|
$274,705
0.0% of portfolio
|
Q1 2024
New holding
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
3,087
shares
|
$269,896
0.04% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
2,678
shares
|
$234,137
0.0% of portfolio
|
Q1 2024
Reduced 82.63%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,943
shares
|
$169,876
0.0% of portfolio
|
Q1 2024
Reduced 70.12%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
1,399
shares
|
$122,314
0.01% of portfolio
|
Q1 2024
Reduced 36.81%
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 19, 2024 Q1 2024 |
726
shares
|
$63,474
0.03% of portfolio
|
Q1 2024
Reduced 3.97%
|