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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
780
shares
|
$48,289
0.0% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
750
shares
|
$46,432
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
750
shares
|
$46,432
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
650
shares
|
$40,241
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
610
shares
|
$37,765
0.02% of portfolio
|
Q2 2022
Reduced 16.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
534
shares
|
$33,059
0.0% of portfolio
|
Q1 2023
Added 0.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
500
shares
|
$30,955
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
434
shares
|
$26,868
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
416
shares
|
$25,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
415
shares
|
$25,692
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
400
shares
|
$24,764
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
321
shares
|
$19,873
0.0% of portfolio
|
Q3 2024
Reduced 17.69%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$18,573
0.0% of portfolio
|
Q1 2024
Added 5900.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
280
shares
|
$17,334
0.0% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
264
shares
|
$16,344
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
238
shares
|
$14,734
0.0% of portfolio
|
Q1 2024
Reduced 44.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
158
shares
|
$9,781
0.0% of portfolio
|
Q4 2024
Reduced 38.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
150
shares
|
$9,286
0.0% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
144
shares
|
$8,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
120
shares
|
$7,429
0.0% of portfolio
|
Q2 2025
Reduced 86.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
94
shares
|
$5,819
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
55
shares
|
$3,405
0.0% of portfolio
|
Q1 2025
Reduced 93.57%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
54
shares
|
$3,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$3,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
23
shares
|
$1,423
0.0% of portfolio
|
Q2 2018
New holding
|