Institutional Ownership Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,103
shares
|
$421,559
0.02% of portfolio
|
Q3 2022
Added 36.26%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
20,047
shares
|
$420,385
0.07% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
19,087
shares
|
$400,254
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,889
shares
|
$396,102
0.08% of portfolio
|
Q2 2020
New holding
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
18,610
shares
|
$390,251
0.15% of portfolio
|
Q3 2021
New holding
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
18,077
shares
|
$379,074
0.01% of portfolio
|
Q1 2025
New holding
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,072
shares
|
$378,969
0.04% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
17,951
shares
|
$376,432
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,819
shares
|
$373,664
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,123
shares
|
$359,069
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
15,960
shares
|
$334,681
0.12% of portfolio
|
Q1 2025
New holding
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
15,855
shares
|
$332,479
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
15,724
shares
|
$329,732
0.03% of portfolio
|
Q1 2025
Added 31.85%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
15,703
shares
|
$329,291
0.05% of portfolio
|
Q1 2025
Reduced 20.53%
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
15,303
shares
|
$320,903
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,166
shares
|
$318,031
0.08% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
15,166
shares
|
$318,031
0.19% of portfolio
|
Q1 2025
New holding
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
14,998
shares
|
$314,508
0.17% of portfolio
|
Q1 2025
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
14,947
shares
|
$313,438
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
14,852
shares
|
$311,446
0.05% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
14,545
shares
|
$305,008
0.12% of portfolio
|
Q3 2024
New holding
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
14,500
shares
|
$304,065
0.02% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,368
shares
|
$301,296
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,322
shares
|
$300,332
0.16% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
14,100
shares
|
$295,677
0.11% of portfolio
|
Q3 2024
Added 3.68%
|