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 128 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,849
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
19,122
shares
|
$1.16 Million
3.93% of portfolio
|
Q3 2024
Reduced 43.96%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
18,530
shares
|
$1.12 Million
0.82% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,958
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
16,466
shares
|
$995,205
0.0% of portfolio
|
Q1 2025
Reduced 54.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
16,258
shares
|
$982,633
0.0% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
15,524
shares
|
$938,270
0.58% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
15,047
shares
|
$909,440
0.01% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,857
shares
|
$897,957
0.02% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,827
shares
|
$896,143
0.01% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
13,048
shares
|
$788,621
0.57% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
12,564
shares
|
$759,368
0.02% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,480
shares
|
$693,851
0.02% of portfolio
|
Q2 2024
Added 70.05%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,396
shares
|
$688,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
10,763
shares
|
$650,515
0.01% of portfolio
|
Q2 2025
Added 75.78%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
10,385
shares
|
$627,669
0.47% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
9,746
shares
|
$589,048
0.0% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,664
shares
|
$584,092
0.0% of portfolio
|
Q2 2025
Added 31.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,591
shares
|
$579,680
0.01% of portfolio
|
Q2 2025
Reduced 56.13%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,462
shares
|
$571,883
0.03% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
9,279
shares
|
$560,822
0.08% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,070
shares
|
$548,190
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,970
shares
|
$542,146
0.03% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,553
shares
|
$516,943
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,448
shares
|
$510,597
0.04% of portfolio
|
Q2 2025
Reduced 3.26%
|