Institutional Ownership Invesco Exchange Traded Fd Tr (PYZ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PYZ). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 212,540 shares, which have been reported (via 13F filing form) to have a value of $18 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
54,168
shares
|
$4.59 Million
0.0% of portfolio
|
Q4 2024
Added 27.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,217
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 52.08%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
21,036
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
20,825
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$872,512
0.21% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
10,100
shares
|
$855,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,981
shares
|
$760,780
0.0% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,465
shares
|
$717,070
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,516
shares
|
$636,680
0.0% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,563
shares
|
$471,241
0.26% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,440
shares
|
$460,822
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,035
shares
|
$426,514
0.01% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,457
shares
|
$377,552
0.0% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
4,350
shares
|
$368,488
0.22% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,845
shares
|
$325,709
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,671
shares
|
$310,970
0.0% of portfolio
|
Q3 2024
Reduced 44.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,325
shares
|
$281,660
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,325
shares
|
$281,660
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,028
shares
|
$256,501
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,971
shares
|
$251,673
0.03% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,271
shares
|
$107,666
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
882
shares
|
$74,714
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
716
shares
|
$60,652
0.01% of portfolio
|
Q3 2021
Added 0.14%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
509
shares
|
$43,117
0.02% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
377
shares
|
$31,935
0.02% of portfolio
|
Q1 2023
Reduced 9.59%
|