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 |
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,161
shares
|
$251,490
0.01% of portfolio
|
Q2 2025
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,042
shares
|
$244,298
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
3,914
shares
|
$236,562
0.03% of portfolio
|
Q2 2025
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,744
shares
|
$226,287
0.0% of portfolio
|
Q1 2025
Added 21.52%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,725
shares
|
$225,139
0.0% of portfolio
|
Q2 2025
Reduced 29.98%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,264
shares
|
$197,276
0.0% of portfolio
|
Q2 2025
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,972
shares
|
$179,627
0.0% of portfolio
|
Q2 2025
New holding
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,456
shares
|
$148,440
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,394
shares
|
$144,693
0.1% of portfolio
|
Q4 2024
Reduced 47.36%
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,071
shares
|
$125,171
0.02% of portfolio
|
Q1 2025
Reduced 93.11%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,408
shares
|
$85,099
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,049
shares
|
$63,401
0.01% of portfolio
|
Q3 2024
Reduced 54.37%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,005
shares
|
$60,742
0.0% of portfolio
|
Q2 2025
Added 458.33%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
957
shares
|
$57,841
0.0% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
911
shares
|
$55,060
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
795
shares
|
$48,049
0.0% of portfolio
|
Q1 2024
New holding
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
753
shares
|
$45,511
0.0% of portfolio
|
Q2 2025
Added 818.29%
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
750
shares
|
$45,330
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
647
shares
|
$39,104
0.04% of portfolio
|
Q2 2025
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
602
shares
|
$36,384
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
564
shares
|
$34,088
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
482
shares
|
$29,132
0.0% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
425
shares
|
$25,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
415
shares
|
$25,082
0.0% of portfolio
|
Q1 2025
Reduced 69.93%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
405
shares
|
$24,478
0.01% of portfolio
|
Q3 2023
Added 200.0%
|