Institutional Ownership Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 1.86 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
220,150
shares
|
$12 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
210,850
shares
|
$11.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
198,252
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
129,470
shares
|
$7.04 Million
0.0% of portfolio
|
Q4 2024
Added 27.12%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
123,225
shares
|
$6.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
111,970
shares
|
$6.09 Million
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
87,631
shares
|
$4.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
63,087
shares
|
$3.43 Million
0.23% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
52,488
shares
|
$2.85 Million
0.08% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
42,723
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
37,939
shares
|
$2.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
35,193
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
31,276
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 90.12%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
30,861
shares
|
$1.68 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
29,780
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,126
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,828
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,723
shares
|
$1.45 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
26,354
shares
|
$1.43 Million
1.33% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
25,189
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,217
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
17,056
shares
|
$927,334
0.0% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
16,763
shares
|
$911,404
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
15,415
shares
|
$838,113
0.17% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,327
shares
|
$833,328
0.0% of portfolio
|
Q3 2024
Reduced 15.52%
|