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 35 institutions that hold shares in the stock, with a total of 188,243 shares, which have been reported (via 13F filing form) to have a value of $17.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
54,168
shares
|
$4.95 Million
0.0% of portfolio
|
Q4 2024
Added 27.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,217
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 52.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
20,825
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$941,523
0.21% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
10,100
shares
|
$923,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,981
shares
|
$820,953
0.0% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,465
shares
|
$773,785
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,516
shares
|
$687,037
0.0% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,440
shares
|
$497,270
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,277
shares
|
$482,370
0.25% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,035
shares
|
$460,249
0.01% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,457
shares
|
$407,414
0.0% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
4,350
shares
|
$397,633
0.22% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,671
shares
|
$335,566
0.0% of portfolio
|
Q3 2024
Reduced 44.4%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,325
shares
|
$303,938
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,116
shares
|
$284,833
0.03% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,028
shares
|
$276,789
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,271
shares
|
$116,182
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
882
shares
|
$80,623
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
716
shares
|
$65,449
0.01% of portfolio
|
Q3 2021
Added 0.14%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
509
shares
|
$46,527
0.02% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
377
shares
|
$34,461
0.02% of portfolio
|
Q1 2023
Reduced 9.59%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
313
shares
|
$28,611
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
258
shares
|
$23,583
0.0% of portfolio
|
Q1 2024
Reduced 54.58%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
255
shares
|
$23,309
0.02% of portfolio
|
Q4 2024
Added 0.39%
|