Institutional Ownership Invesco Exchange Traded Fd Tr (PEY)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEY). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $487 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
7,190
shares
|
$156,598
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
7,180
shares
|
$156,380
0.0% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
6,818
shares
|
$148,496
0.08% of portfolio
|
Q1 2024
Added 9.16%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,323
shares
|
$137,714
0.01% of portfolio
|
Q2 2024
Added 111.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,914
shares
|
$128,806
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,405
shares
|
$117,720
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
5,400
shares
|
$117,612
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,076
shares
|
$110,555
0.07% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
4,811
shares
|
$104,783
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,424
shares
|
$96,354
0.0% of portfolio
|
Q3 2024
Added 889.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,169
shares
|
$90,800
0.01% of portfolio
|
Q2 2022
Reduced 3.43%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,502
shares
|
$54,493
0.0% of portfolio
|
Q1 2024
Reduced 19.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,375
shares
|
$51,727
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,020
shares
|
$43,995
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
1,880
shares
|
$40,946
0.01% of portfolio
|
Q2 2024
Reduced 39.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,840
shares
|
$40,075
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,720
shares
|
$37,461
0.0% of portfolio
|
Q3 2024
Reduced 59.17%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,634
shares
|
$35,588
0.0% of portfolio
|
Q3 2024
Reduced 55.04%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,570
shares
|
$34,194
0.02% of portfolio
|
Q1 2023
Reduced 99.2%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$32,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,400
shares
|
$30,492
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,383
shares
|
$30,121
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,142
shares
|
$24,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,118
shares
|
$24,350
0.04% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$21,780
0.0% of portfolio
|
Q2 2024
New holding
|