Institutional Ownership Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Natl Amt Fre (PZA). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
17,492
shares
|
$408,962
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
16,874
shares
|
$394,514
0.01% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
16,686
shares
|
$390,118
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
16,682
shares
|
$390,025
0.2% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
16,600
shares
|
$388,108
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
16,196
shares
|
$378,662
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
16,143
shares
|
$377,423
0.04% of portfolio
|
Q2 2025
Reduced 45.28%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
15,821
shares
|
$369,894
0.02% of portfolio
|
Q2 2025
Reduced 78.89%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
15,821
shares
|
$369,894
0.06% of portfolio
|
Q2 2025
Reduced 78.89%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
15,003
shares
|
$350,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
13,783
shares
|
$322,246
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,100
shares
|
$306,278
0.08% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,865
shares
|
$300,783
0.19% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
12,814
shares
|
$299,591
0.02% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
12,731
shares
|
$297,650
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
12,715
shares
|
$297,276
0.18% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
12,458
shares
|
$291,268
0.03% of portfolio
|
Q3 2025
Reduced 49.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,267
shares
|
$286,802
0.0% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,160
shares
|
$284,300
0.07% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
12,082
shares
|
$282,477
0.1% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
12,045
shares
|
$281,612
0.19% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
11,845
shares
|
$276,936
0.06% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,374
shares
|
$265,924
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
11,165
shares
|
$261,037
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
11,160
shares
|
$260,920
0.07% of portfolio
|
Q2 2025
Reduced 1.46%
|