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 228 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $441 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
1,880
shares
|
$37,938
0.01% of portfolio
|
Q2 2024
Reduced 39.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,840
shares
|
$37,131
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,682
shares
|
$33,942
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,634
shares
|
$32,974
0.0% of portfolio
|
Q3 2024
Reduced 55.04%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,570
shares
|
$31,682
0.02% of portfolio
|
Q1 2023
Reduced 99.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,519
shares
|
$30,653
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,463
shares
|
$29,523
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,437
shares
|
$28,998
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,400
shares
|
$28,252
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,264
shares
|
$25,507
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,245
shares
|
$25,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1,174
shares
|
$23,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,142
shares
|
$23,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,118
shares
|
$22,561
0.04% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,082
shares
|
$21,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,059
shares
|
$21,370
0.0% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$20,180
0.0% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$20,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,000
shares
|
$20,180
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
995
shares
|
$20,079
0.01% of portfolio
|
Q2 2022
Reduced 93.47%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
868
shares
|
$17,516
0.0% of portfolio
|
Q3 2025
Added 73.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
822
shares
|
$16,587
0.0% of portfolio
|
Q3 2025
Added 315.15%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
813
shares
|
$16,406
0.0% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
798
shares
|
$16,103
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
610
shares
|
$12,309
0.0% of portfolio
|
Q2 2025
Reduced 18.67%
|
|