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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
911
shares
|
$61,191
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
795
shares
|
$53,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
753
shares
|
$50,579
0.0% of portfolio
|
Q2 2025
Added 818.29%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
750
shares
|
$50,377
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
647
shares
|
$43,458
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
564
shares
|
$37,883
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
482
shares
|
$32,375
0.0% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
425
shares
|
$28,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
415
shares
|
$27,875
0.0% of portfolio
|
Q1 2025
Reduced 69.93%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
405
shares
|
$27,203
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
302
shares
|
$20,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$20,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
229
shares
|
$15,381
0.0% of portfolio
|
Q1 2025
Reduced 46.37%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
197
shares
|
$13,232
0.01% of portfolio
|
Q3 2024
Added 114.13%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
190
shares
|
$12,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
180
shares
|
$12,090
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
175
shares
|
$11,754
0.01% of portfolio
|
Q3 2022
Reduced 36.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
135
shares
|
$9,067
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
130
shares
|
$8,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
121
shares
|
$8,127
0.0% of portfolio
|
Q3 2024
Reduced 74.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
103
shares
|
$6,918
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$5,642
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
75
shares
|
$5,037
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
51
shares
|
$3,425
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
50
shares
|
$3,358
0.0% of portfolio
|
Q2 2025
Added 100.0%
|