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 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,015
shares
|
$58,768
0.02% of portfolio
|
Q4 2023
Added 34.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$57,900
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
861
shares
|
$49,851
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
750
shares
|
$43,425
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
750
shares
|
$43,425
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
650
shares
|
$37,635
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
610
shares
|
$35,319
0.02% of portfolio
|
Q2 2022
Reduced 16.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
534
shares
|
$30,918
0.0% of portfolio
|
Q1 2023
Added 0.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
500
shares
|
$28,950
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
497
shares
|
$28,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
484
shares
|
$28,023
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
434
shares
|
$25,128
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
415
shares
|
$24,028
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
400
shares
|
$23,160
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
373
shares
|
$21,596
0.0% of portfolio
|
Q3 2025
Added 56.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
322
shares
|
$18,643
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$17,370
0.0% of portfolio
|
Q1 2024
Added 5900.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
280
shares
|
$16,212
0.0% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
264
shares
|
$15,285
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
158
shares
|
$9,148
0.0% of portfolio
|
Q4 2024
Reduced 38.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
152
shares
|
$8,800
0.0% of portfolio
|
Q3 2025
Reduced 80.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
150
shares
|
$8,685
0.0% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
144
shares
|
$8,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
120
shares
|
$6,948
0.0% of portfolio
|
Q2 2025
Reduced 86.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
94
shares
|
$5,442
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|