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 217 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $450 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,570
shares
|
$31,117
0.02% of portfolio
|
Q1 2023
Reduced 99.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,463
shares
|
$28,996
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,413
shares
|
$28,005
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$27,748
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,174
shares
|
$23,268
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,142
shares
|
$22,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,118
shares
|
$22,158
0.04% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$19,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$19,820
0.0% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$19,820
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
1,000
shares
|
$19,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
995
shares
|
$19,720
0.01% of portfolio
|
Q2 2022
Reduced 93.47%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
990
shares
|
$19,621
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
798
shares
|
$15,816
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
750
shares
|
$14,865
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
743
shares
|
$14,726
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
721
shares
|
$14,290
0.0% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
703
shares
|
$13,933
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
700
shares
|
$13,874
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
669
shares
|
$13,259
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
641
shares
|
$12,704
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
546
shares
|
$10,821
0.0% of portfolio
|
Q1 2025
Added 175.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
546
shares
|
$10,821
0.0% of portfolio
|
Q3 2024
Reduced 95.02%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
377
shares
|
$7,472
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
369
shares
|
$7,313
0.0% of portfolio
|
Q4 2024
New holding
|