Institutional Ownership Invesco Exchange Traded Fd Tr (PYZ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PYZ). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 210,292 shares, which have been reported (via 13F filing form) to have a value of $20.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
66,464
shares
|
$6.61 Million
0.01% of portfolio
|
Q2 2025
Added 9182.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,860
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 29.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
20,129
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,600
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,100
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,205
shares
|
$816,397
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,004
shares
|
$796,398
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,568
shares
|
$753,016
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,717
shares
|
$568,841
0.0% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
5,359
shares
|
$533,220
0.28% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,330
shares
|
$430,835
0.0% of portfolio
|
Q2 2025
Added 33.85%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,130
shares
|
$410,935
0.16% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
3,820
shares
|
$380,090
0.2% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,456
shares
|
$343,872
0.0% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,332
shares
|
$331,534
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,325
shares
|
$330,837
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$298,500
0.01% of portfolio
|
Q2 2025
Reduced 50.91%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,943
shares
|
$292,828
0.03% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
699
shares
|
$69,550
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
525
shares
|
$52,237
0.0% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
365
shares
|
$36,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
338
shares
|
$33,631
0.02% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
313
shares
|
$31,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
255
shares
|
$25,372
0.02% of portfolio
|
Q4 2024
Added 0.39%
|