Institutional Ownership Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI). We have compiled data on the 140 institutions that hold shares in the stock, with a total of 3.65 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,803
shares
|
$322,617
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
4,698
shares
|
$315,564
0.04% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,657
shares
|
$312,810
0.01% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,413
shares
|
$296,421
0.11% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,405
shares
|
$295,883
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,395
shares
|
$295,212
0.02% of portfolio
|
Q2 2020
Added 554.9%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,365
shares
|
$293,197
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
4,323
shares
|
$290,375
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,187
shares
|
$281,240
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,161
shares
|
$279,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,042
shares
|
$271,501
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,950
shares
|
$265,321
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
3,914
shares
|
$262,903
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,744
shares
|
$251,484
0.0% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,725
shares
|
$250,208
0.0% of portfolio
|
Q2 2025
Reduced 29.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,264
shares
|
$219,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,972
shares
|
$199,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,456
shares
|
$164,969
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,394
shares
|
$160,804
0.1% of portfolio
|
Q4 2024
Reduced 47.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,101
shares
|
$141,124
0.0% of portfolio
|
Q2 2025
Added 249.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,071
shares
|
$139,109
0.02% of portfolio
|
Q1 2025
Reduced 93.11%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,408
shares
|
$94,575
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,049
shares
|
$70,461
0.01% of portfolio
|
Q3 2024
Reduced 54.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,005
shares
|
$67,505
0.0% of portfolio
|
Q2 2025
Added 458.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
957
shares
|
$64,281
0.0% of portfolio
|
Q2 2025
Reduced 5.9%
|