Institutional Ownership Invesco Exchange Traded Fd Tr (PIO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIO). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,600
shares
|
$71,744
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,530
shares
|
$68,605
0.04% of portfolio
|
Q4 2024
New holding
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,504
shares
|
$67,439
0.0% of portfolio
|
Q3 2024
New holding
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$67,260
0.02% of portfolio
|
Q3 2018
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,375
shares
|
$61,655
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,355
shares
|
$60,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,255
shares
|
$56,274
0.0% of portfolio
|
Q1 2023
New holding
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
1,250
shares
|
$56,050
0.01% of portfolio
|
Q4 2020
New holding
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,237
shares
|
$55,467
0.0% of portfolio
|
Q2 2025
Added 23.82%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,124
shares
|
$50,400
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
979
shares
|
$43,898
0.02% of portfolio
|
Q2 2023
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
937
shares
|
$42,015
0.02% of portfolio
|
Q1 2023
Added 19.36%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
888
shares
|
$39,817
0.0% of portfolio
|
Q4 2019
Reduced 25.25%
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
860
shares
|
$38,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
844
shares
|
$37,844
0.0% of portfolio
|
Q4 2024
Reduced 73.58%
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
774
shares
|
$34,706
0.01% of portfolio
|
Q1 2024
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
736
shares
|
$33,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
630
shares
|
$28,249
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
547
shares
|
$24,527
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
547
shares
|
$24,527
0.0% of portfolio
|
Q1 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
493
shares
|
$22,106
0.0% of portfolio
|
Q1 2025
Reduced 97.51%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
470
shares
|
$21,074
0.0% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
426
shares
|
$19,101
0.0% of portfolio
|
Q1 2024
Reduced 31.51%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
425
shares
|
$19,057
0.0% of portfolio
|
Q4 2021
Reduced 79.76%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
417
shares
|
$18,698
0.01% of portfolio
|
Q2 2023
Added 35.97%
|