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 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
250,750
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
210,082
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
184,088
shares
|
$9.15 Million
0.0% of portfolio
|
Q2 2024
Added 89.19%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
150,820
shares
|
$7.5 Million
0.0% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
136,139
shares
|
$6.77 Million
0.16% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
111,622
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
104,712
shares
|
$5.21 Million
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
70,100
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
64,173
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
63,087
shares
|
$3.14 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
|
$2.61 Million
0.08% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
40,976
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2024
Added 11.49%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
40,413
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.31%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
38,605
shares
|
$1.92 Million
0.19% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,325
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
31,695
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Added 65.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
30,030
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
29,720
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,723
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
26,354
shares
|
$1.31 Million
1.33% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
18,490
shares
|
$919,507
0.0% of portfolio
|
Q2 2024
Reduced 25.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
17,060
shares
|
$848,393
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
16,895
shares
|
$840,188
0.01% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
15,587
shares
|
$775,141
0.16% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,327
shares
|
$762,211
0.0% of portfolio
|
Q3 2024
Reduced 15.52%
|