Institutional Ownership Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $487 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
36,500
shares
|
$794,970
0.02% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
34,662
shares
|
$754,938
0.38% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
34,647
shares
|
$754,611
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
31,497
shares
|
$686,004
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
29,250
shares
|
$637,065
0.0% of portfolio
|
Q3 2024
Added 114.47%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
28,580
shares
|
$622,472
0.2% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
28,383
shares
|
$618,181
0.01% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,645
shares
|
$602,108
0.02% of portfolio
|
Q1 2020
Reduced 97.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
26,780
shares
|
$583,268
0.0% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
26,577
shares
|
$578,847
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,517
shares
|
$577,540
0.01% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
26,087
shares
|
$568,174
0.23% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
25,916
shares
|
$564,450
0.13% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
25,830
shares
|
$562,577
0.02% of portfolio
|
Q4 2024
Added 105.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,662
shares
|
$558,918
0.01% of portfolio
|
Q2 2024
Added 30.48%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
25,156
shares
|
$547,897
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
25,026
shares
|
$545,066
0.0% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
24,589
shares
|
$535,548
0.02% of portfolio
|
Q4 2024
Reduced 90.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,456
shares
|
$532,651
0.02% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
24,401
shares
|
$531,453
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
24,132
shares
|
$525,594
0.02% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,831
shares
|
$519,039
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
23,339
shares
|
$508,323
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
23,114
shares
|
$503,422
0.18% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
22,878
shares
|
$498,282
0.1% of portfolio
|
Q3 2024
Reduced 12.89%
|