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 192,677 shares, which have been reported (via 13F filing form) to have a value of $18.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
30,347
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.4%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
26,591
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
20,378
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 60.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
16,026
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.7%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
10,987
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
10,300
shares
|
$961,917
0.24% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
10,143
shares
|
$947,254
0.0% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
8,710
shares
|
$813,426
0.0% of portfolio
|
Q2 2024
Added 51.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,629
shares
|
$805,862
0.0% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,603
shares
|
$616,654
0.0% of portfolio
|
Q2 2024
Reduced 24.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,929
shares
|
$553,709
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
5,791
shares
|
$540,821
0.01% of portfolio
|
Q2 2024
Added 17.08%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,263
shares
|
$491,511
0.28% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
4,430
shares
|
$413,717
0.25% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,438
shares
|
$321,074
0.0% of portfolio
|
Q2 2024
Reduced 27.39%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,339
shares
|
$311,829
0.08% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,261
shares
|
$304,544
0.0% of portfolio
|
Q2 2024
Reduced 26.42%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,116
shares
|
$291,003
0.04% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
2,721
shares
|
$254,114
0.0% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,640
shares
|
$246,549
0.0% of portfolio
|
Q2 2024
Added 35.87%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
1,399
shares
|
$130,652
0.01% of portfolio
|
Q1 2024
Reduced 36.81%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
716
shares
|
$66,867
0.01% of portfolio
|
Q3 2021
Added 0.14%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
509
shares
|
$47,535
0.02% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
377
shares
|
$35,208
0.02% of portfolio
|
Q1 2023
Reduced 9.59%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
258
shares
|
$24,094
0.0% of portfolio
|
Q1 2024
Reduced 54.58%
|