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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
9,085
shares
|
$190,512
0.04% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,625
shares
|
$180,866
0.01% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8,122
shares
|
$170,318
0.0% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,464
shares
|
$156,520
0.0% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
5,566
shares
|
$116,719
0.05% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,405
shares
|
$113,342
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,352
shares
|
$112,231
0.0% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,196
shares
|
$108,960
0.0% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
5,180
shares
|
$108,624
0.0% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,076
shares
|
$106,443
0.07% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,811
shares
|
$100,886
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
4,690
shares
|
$98,349
0.02% of portfolio
|
Q2 2025
Reduced 34.77%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,250
shares
|
$89,122
0.01% of portfolio
|
Q1 2025
Added 86.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,424
shares
|
$71,801
0.01% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,273
shares
|
$68,634
0.0% of portfolio
|
Q1 2025
Added 340.51%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,502
shares
|
$52,466
0.0% of portfolio
|
Q1 2024
Reduced 19.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,477
shares
|
$51,942
0.0% of portfolio
|
Q2 2025
Reduced 33.81%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,375
shares
|
$49,803
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,020
shares
|
$42,359
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,893
shares
|
$39,696
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
1,880
shares
|
$39,423
0.01% of portfolio
|
Q2 2024
Reduced 39.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,840
shares
|
$38,584
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,682
shares
|
$35,271
0.0% of portfolio
|
Q1 2025
Added 208.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,681
shares
|
$35,250
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,634
shares
|
$34,264
0.0% of portfolio
|
Q3 2024
Reduced 55.04%
|