Institutional Ownership Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,077
shares
|
$79,773
0.0% of portfolio
|
Q3 2025
Reduced 88.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,005
shares
|
$74,440
0.0% of portfolio
|
Q2 2025
Added 458.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
957
shares
|
$70,884
0.01% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
949
shares
|
$70,292
0.01% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
912
shares
|
$67,551
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
795
shares
|
$58,885
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
752
shares
|
$55,700
0.0% of portfolio
|
Q3 2025
Reduced 93.69%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
750
shares
|
$55,552
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
648
shares
|
$47,997
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
564
shares
|
$41,775
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
525
shares
|
$38,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
521
shares
|
$38,590
0.0% of portfolio
|
Q3 2025
Reduced 30.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
482
shares
|
$35,701
0.0% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
405
shares
|
$29,998
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
344
shares
|
$25,480
0.0% of portfolio
|
Q3 2025
Reduced 83.39%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
300
shares
|
$22,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
234
shares
|
$17,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
231
shares
|
$17,110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
229
shares
|
$16,962
0.0% of portfolio
|
Q1 2025
Reduced 46.37%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
197
shares
|
$14,591
0.01% of portfolio
|
Q3 2024
Added 114.13%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
190
shares
|
$14,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
180
shares
|
$13,332
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
175
shares
|
$12,962
0.01% of portfolio
|
Q3 2022
Reduced 36.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
143
shares
|
$10,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
141
shares
|
$10,443
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|