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 105 institutions that hold shares in the stock, with a total of 1.95 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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
316,466
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2024
Added 71.91%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
218,250
shares
|
$11.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
190,427
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
135,083
shares
|
$7.17 Million
0.0% of portfolio
|
Q3 2024
Added 92.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
111,623
shares
|
$5.92 Million
0.0% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
105,477
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
101,848
shares
|
$5.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
63,087
shares
|
$3.35 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
|
$2.78 Million
0.08% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
41,888
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
38,605
shares
|
$2.05 Million
0.19% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
37,345
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,325
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
30,030
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
27,727
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,723
shares
|
$1.42 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
26,354
shares
|
$1.4 Million
1.33% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
24,598
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
19,123
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,955
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.46%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
15,587
shares
|
$826,890
0.16% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,327
shares
|
$813,097
0.0% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,742
shares
|
$782,063
0.0% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,446
shares
|
$766,360
0.0% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,241
shares
|
$702,435
0.0% of portfolio
|
Q3 2024
Reduced 1.62%
|