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 171,157 shares, which have been reported (via 13F filing form) to have a value of $14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
21,036
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,945
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
19,524
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,153
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 70.18%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$844,291
0.21% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,100
shares
|
$827,897
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,168
shares
|
$669,530
0.0% of portfolio
|
Q1 2025
Added 83.26%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,157
shares
|
$668,629
0.0% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,871
shares
|
$645,185
0.0% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,665
shares
|
$628,300
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,111
shares
|
$500,918
0.02% of portfolio
|
Q1 2025
Added 21.37%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,563
shares
|
$455,999
0.26% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,965
shares
|
$406,981
0.0% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
4,300
shares
|
$352,471
0.22% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,845
shares
|
$315,174
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,325
shares
|
$272,550
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,325
shares
|
$272,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,235
shares
|
$265,172
0.0% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,971
shares
|
$243,532
0.03% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
781
shares
|
$64,018
0.01% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
730
shares
|
$59,838
0.0% of portfolio
|
Q1 2025
Reduced 75.89%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
725
shares
|
$59,428
0.0% of portfolio
|
Q1 2025
Reduced 42.96%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
716
shares
|
$58,690
0.01% of portfolio
|
Q3 2021
Added 0.14%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
377
shares
|
$30,902
0.02% of portfolio
|
Q1 2023
Reduced 9.59%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
313
shares
|
$25,656
0.01% of portfolio
|
Q3 2024
New holding
|