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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$21,780
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$21,780
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$21,780
0.0% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$21,780
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
995
shares
|
$21,671
0.01% of portfolio
|
Q2 2022
Reduced 93.47%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
990
shares
|
$21,562
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
921
shares
|
$20,059
0.0% of portfolio
|
Q3 2024
Added 122.46%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
798
shares
|
$17,380
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
750
shares
|
$16,335
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
738
shares
|
$16,073
0.0% of portfolio
|
Q3 2024
Reduced 72.13%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
703
shares
|
$15,311
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
700
shares
|
$15,246
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
668
shares
|
$14,549
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
641
shares
|
$13,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
584
shares
|
$12,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
546
shares
|
$11,891
0.0% of portfolio
|
Q3 2024
Reduced 95.02%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
368
shares
|
$8,015
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
360
shares
|
$7,840
0.0% of portfolio
|
Q3 2024
Reduced 96.71%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
332
shares
|
$7,230
0.0% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
300
shares
|
$6,534
0.0% of portfolio
|
Q3 2023
Reduced 59.46%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
278
shares
|
$6,054
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
264
shares
|
$5,749
0.01% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
249
shares
|
$5,423
0.0% of portfolio
|
Q1 2024
Reduced 76.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
238
shares
|
$5,183
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
197
shares
|
$4,290
0.0% of portfolio
|
Q3 2024
Added 0.51%
|