Institutional Ownership Invesco Exchange Traded Fd Tr (PXE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PXE). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,999
shares
|
$402,051
0.21% of portfolio
|
Q1 2024
Added 7.69%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
13,952
shares
|
$400,701
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
13,952
shares
|
$400,701
0.12% of portfolio
|
Q4 2023
Added 34.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,925
shares
|
$371,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,461
shares
|
$357,879
0.0% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
10,833
shares
|
$311,123
0.05% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,910
shares
|
$284,615
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,466
shares
|
$271,863
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,043
shares
|
$259,714
0.0% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
8,159
shares
|
$234,326
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,500
shares
|
$215,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,337
shares
|
$124,558
0.0% of portfolio
|
Q3 2024
Reduced 58.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,802
shares
|
$80,473
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,390
shares
|
$68,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,529
shares
|
$43,912
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,162
shares
|
$33,372
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$28,720
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$28,720
0.01% of portfolio
|
Q2 2023
Reduced 22.96%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
900
shares
|
$25,848
0.01% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
650
shares
|
$18,668
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
542
shares
|
$15,566
0.0% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
525
shares
|
$15,078
0.0% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
500
shares
|
$14,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
400
shares
|
$11,488
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
388
shares
|
$11,143
0.0% of portfolio
|
Q4 2023
New holding
|