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 48 institutions that hold shares in the stock, with a total of 892,152 shares, which have been reported (via 13F filing form) to have a value of $26.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,310
shares
|
$38,972
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,162
shares
|
$34,569
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$29,750
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
802
shares
|
$23,859
0.02% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
781
shares
|
$23,234
0.0% of portfolio
|
Q3 2025
Reduced 33.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
682
shares
|
$20,289
0.0% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
542
shares
|
$16,124
0.0% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
500
shares
|
$14,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
400
shares
|
$11,900
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
363
shares
|
$10,799
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
336
shares
|
$9,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
250
shares
|
$7,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
210
shares
|
$6,247
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
141
shares
|
$4,194
0.0% of portfolio
|
Q2 2025
Reduced 73.74%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
137
shares
|
$4,075
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
102
shares
|
$3,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
100
shares
|
$2,975
0.0% of portfolio
|
Q3 2025
Reduced 63.37%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
72
shares
|
$2,142
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
67
shares
|
$1,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
23
shares
|
$684
0.0% of portfolio
|
Q2 2025
Added 2200.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9
shares
|
$267
0.0% of portfolio
|
Q3 2025
Reduced 99.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|