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DaveManuel.com · Institutional Ownership · Who Owns It

INVESCO EXCHANGE TRADED FD T (PEJ)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

88
Reporting holders
$98.0M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Kingsview Wealth Management, LLC$19.5M293,6680.24%2q+7.9%+$1.4M
MORGAN STANLEY$10.9M163,2230.00%33q+1.2%+$129.7K
GOLDMAN SACHS GROUP INC$8.3M124,3910.00%12q-10.3%-$947.0K
RAYMOND JAMES FINANCIAL INC$7.2M108,0360.00%7q-45.7%-$6.0M
WELLS FARGO & COMPANY/MN$5.7M85,8410.00%31q+1.5%+$84.7K
Janney Montgomery Scott LLC$4.7M70,4880.01%4qHELD
BNP PARIBAS FINANCIAL MARKETS$4.7M70,3930.00%11q+75.6%+$2.0M
LPL Financial LLC$4.6M68,4460.00%31q-0.8%-$38.6K
BANK OF AMERICA CORP /DE/$4.4M66,3390.00%31q-8.9%-$433.6K
PRUDENTIAL PLC$3.5M52,9000.02%20q-39.6%-$2.3M
Cambridge Investment Research Advisors, Inc.$2.9M43,7340.00%23q+261.9%+$2.1M
KWMG, LLC$2.7M40,6930.20%22q+3.3%+$85.7K
Integrated Wealth Concepts LLC$1.8M26,7790.01%2qHELD
OSAIC HOLDINGS, INC.$1.2M18,0470.00%26q+0.7%+$8.3K
UBS Group AG$965.7K14,5070.00%31q-12.2%-$134.1K
HighTower Advisors, LLC$875.0K13,1430.00%23q-21.9%-$244.7K
COMMONWEALTH EQUITY SERVICES, LLC$873.9K13,1280.00%25q-3.1%-$28.0K
CITADEL ADVISORS LLC$816.2K12,2610.00%2q-15.9%-$153.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$776.9K11,6700.00%9q+62.2%+$297.8K
Black Swift Group, LLC$715.6K10,7500.10%newNEW
ROYAL BANK OF CANADA$611.0K9,1790.00%31q-37.0%-$359.0K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$575.5K8,6450.00%23q-0.8%-$4.4K
JONES FINANCIAL COMPANIES LLLP$543.3K8,0350.00%11q+1.2%+$6.7K
Sanctuary Advisors, LLC$528.3K7,9360.00%newNEW
Navis Wealth Advisors, LLC$510.5K7,6680.19%23qHELD
AMERIPRISE FINANCIAL INC$498.8K7,4920.00%25q-11.0%-$61.8K
BigSur Wealth Management LLC$497.3K7,4700.12%newNEW
Ironwood Financial, llc$487.3K7,3900.08%25q-5.0%-$25.7K
FLAGSHIP HARBOR ADVISORS, LLC$477.4K7,1720.02%22q-1.4%-$6.7K
Cetera Investment Advisers$473.6K7,1140.00%10qHELD
Atria Investments, Inc$451.3K6,7790.00%newNEW
FMR LLC$419.8K6,3070.00%31qHELD
CITIGROUP INC$402.1K6,0400.00%5q+5.6%+$21.3K
Quantinno Capital Management LP$385.2K5,7860.00%7q-3.1%-$12.3K
Gateway Wealth Partners, LLC$338.9K5,0910.02%9q-51.9%-$366.3K
Heritage Trust Co$335.8K5,0450.03%10qHELD
Kestra Advisory Services, LLC$312.1K4,6880.00%20q-7.8%-$26.4K
JANE STREET GROUP, LLC$294.6K4,4260.00%4q-28.4%-$117.0K
XTX Topco Ltd$261.6K3,9300.00%newNEW
Indivisible Partners$257.5K3,8680.01%newNEW
MML INVESTORS SERVICES, LLC$226.4K3,4010.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$213.2K3,2020.00%7q-58.4%-$299.7K
Coppell Advisory Solutions LLC$201.8K38?0.02%new
HAZLETT, BURT & WATSON, INC.$176.0K2,6400.05%18qHELD
NATIONAL BANK OF CANADA /FI/$151.1K2,2680.00%19qHELD
BARCLAYS PLC$143.8K2,1600.00%13qHELD
Physician Wealth Advisors, Inc.$130.8K1,9660.02%7qHELD
IFP Advisors, Inc$124.0K1,8620.00%28q+15.7%+$16.8K
Stelac Advisory Services LLC$117.3K1,7620.02%5qHELD
Ashton Thomas Private Wealth, LLC$109.5K1,6450.00%2qHELD
Forum Finance Group S.A.$109.0K2,0300.04%2qHELD
FIFTH THIRD BANCORP$73.2K1,1000.00%2qHELD
HARBOUR INVESTMENTS, INC.$68.3K1,0250.00%21qHELD
Federation des caisses Desjardins du Quebec$66.6K1,0000.00%23qHELD
Bernard Wealth Management Corp.$49.9K7500.02%7qHELD
Institute for Wealth Management, LLC.$49.0K7360.00%newNEW
SHP Wealth Management$45.9K6900.00%3qHELD
PNC Financial Services Group, Inc.$43.3K6500.00%31qHELD
BFC Planning, Inc.$36.5K5490.00%7q+12.3%+$4.0K
CNB Bank$27.6K4150.01%23qHELD
Founders Financial Alliance, LLC$26.6K4000.00%24qHELD
Regatta Research & Money Management$21.6K3250.02%newFIRST
Global Retirement Partners, LLC$21.5K3230.00%16qHELD
JPMORGAN CHASE & CO$21.3K3160.00%9qHELD
IFG Advisory, LLC$16.6K2500.00%newNEW
Tower Research Capital LLC (TRC)$16.6K2500.00%2q-98.2%-$892.1K
LANARK FINANCIAL, INC.$15.3K2300.00%newNEW
Farther Finance Advisors, LLC$14.6K2200.00%11qHELD
Mosley Wealth Management$13.8K2080.00%newNEW
VISION FINANCIAL MARKETS LLC$10.5K1580.01%2qHELD
NewEdge Advisors, LLC$10.1K1520.00%21qHELD
Anchor Investment Management, LLC$10.0K1510.00%22qHELD
Qube Research & Technologies Ltd$9.9K1480.00%4q-30.2%-$4.3K
ABOUND FINANCIAL, LLC$6.7K1000.00%3qHELD
New England Capital Financial Advisors LLC$6.3K940.00%15qHELD
Ameritas Investment Partners, Inc.$6.0K900.00%22qHELD
Rockefeller Capital Management L.P.$4.5K680.00%4qHELD
PRIVATE TRUST CO NA$3.7K550.00%17qHELD
US BANCORP \DE\$3.3K500.00%newNEW
Allworth Financial LP$1.7K260.00%2qHELD
WHITTIER TRUST CO$1.5K230.00%31qHELD
Triumph Capital Management$1.3K200.00%newNEW
CoreCap Advisors, LLC$1.1K170.00%10qHELD
ASSETMARK, INC$53380.00%newNEW
THOMPSON INVESTMENT MANAGEMENT, INC.$26640.00%14qHELD
Harbor Asset Planning, Inc.$20130.00%5qHELD
Main Street Group, LTD$20030.00%2qHELD
Steward Partners Investment Advisory, LLC$6710.00%25q-99.9%-$122.5K
Harel Insurance Investments & Financial Services Ltd.$010.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202626$10.4M167,2538250.0%
Q2 202688$98.0M1,472,0431512220.0%
Q1 202681$90.3M1,558,9171112290.0%
Q4 202583$84.3M1,374,842512310.0%
Q3 202599$176.0M2,905,1461220280.0%
Q2 202595$169.0M2,973,1121212330.0%
Q1 202594$170.0M3,495,0421722180.0%
Q4 202496$82.7M1,575,8341310330.5%
Q3 202491$95.5M1,988,906416340.6%
Q2 2024102$96.9M2,130,7931214370.2%
Q1 2024103$107.7M2,330,489820410.2%
Q4 2023117$120.7M2,876,8651815390.0%
Q3 2023105$104.0M2,712,460815410.1%
Q2 2023113$139.5M3,170,688612450.0%
Q1 2023121$181.2M4,449,1401021450.2%
Q4 2022125$177.1M4,830,3341513580.1%
Q3 2022134$1.4B41,148,406823600.0%
Q2 2022161$2.0B53,863,2091929660.0%
Q1 2022182$10.1B206,354,8163349560.0%
Q4 2021185$3.2B65,087,8692242620.0%
Q3 2021176$7.5B149,183,6402143650.0%
Q2 2021187$7.3B142,560,2945057410.1%
Q1 2021174$5.8B125,990,4337956150.0%
Q4 2020102$4.3B107,551,044442660.0%
Q3 202058$100.9M3,139,5311011140.0%
Q2 202058$112.8M3,857,089301560.0%
Q1 202032$12.6M508,2869770.0%
Q4 201933$872.7M19,340,6344770.0%
Q3 201933$822.3M19,320,9522750.0%
Q2 201938$836.4M19,284,7735890.0%
Q1 201936$821.9M19,177,9065890.0%
Q4 201838$685.6M17,225,8391120.0%