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 140,046 shares, which have been reported (via 13F filing form) to have a value of $14.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
21,564
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
20,232
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,865
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,725
shares
|
$996,812
0.01% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,940
shares
|
$813,850
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
7,556
shares
|
$774,490
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,712
shares
|
$585,480
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,367
shares
|
$550,117
0.29% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,164
shares
|
$529,310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
4,136
shares
|
$423,940
0.17% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
3,710
shares
|
$380,275
0.2% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,332
shares
|
$341,530
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,325
shares
|
$340,812
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,270
shares
|
$335,175
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,972
shares
|
$304,630
0.03% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,666
shares
|
$273,265
0.0% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,351
shares
|
$240,977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,998
shares
|
$204,795
0.01% of portfolio
|
Q3 2025
Reduced 33.4%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
1,926
shares
|
$197,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
646
shares
|
$66,215
0.0% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
338
shares
|
$34,645
0.02% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
313
shares
|
$32,082
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
296
shares
|
$30,340
0.0% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
255
shares
|
$26,137
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|