Institutional Ownership Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
17,410
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,327
shares
|
$948,894
0.0% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
15,131
shares
|
$936,760
0.18% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,742
shares
|
$912,677
0.0% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,095
shares
|
$872,621
0.0% of portfolio
|
Q2 2025
Added 58.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
10,672
shares
|
$660,703
0.0% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,273
shares
|
$636,001
0.0% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,304
shares
|
$576,010
0.06% of portfolio
|
Q1 2021
Added 28.78%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,172
shares
|
$567,838
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
8,945
shares
|
$553,784
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
7,846
shares
|
$485,745
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
7,627
shares
|
$472,187
0.37% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,622
shares
|
$471,878
0.0% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,531
shares
|
$466,244
0.02% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
7,065
shares
|
$437,394
0.09% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,666
shares
|
$412,692
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,550
shares
|
$405,510
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,417
shares
|
$397,276
0.0% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,310
shares
|
$390,652
0.0% of portfolio
|
Q2 2025
Added 26.78%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
6,018
shares
|
$372,574
0.18% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,618
shares
|
$347,810
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,610
shares
|
$347,315
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,111
shares
|
$316,422
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,045
shares
|
$312,335
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,045
shares
|
$312,335
0.03% of portfolio
|
Q3 2024
New holding
|