DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PXE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
47
Reporting holders
$27.3M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $4.7M | 139,933 | 0.00% | 33q | -6.3%-$319.7K |
| Cetera Investment Advisers | $3.8M | 113,235 | 0.00% | 10q | -5.5%-$223.3K |
| Mraz, Amerine & Associates, Inc. | $2.0M | 60,488 | 0.29% | 10q | +6.1%+$117.0K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 53,930 | 0.00% | 7q | +224.4%+$1.3M |
| LPL Financial LLC | $1.7M | 51,355 | 0.00% | 31q | -13.8%-$277.7K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 47,589 | 0.00% | 31q | -7.1%-$123.3K |
| TWO SIGMA INVESTMENTS, LP | $1.6M | 46,500 | 0.00% | new | NEW |
| Foundations Investment Advisors, LLC | $1.3M | 39,687 | 0.01% | 3q | -60.6%-$2.1M |
| Essex Financial Services, Inc. | $961.1K | 28,367 | 0.05% | 18q | HELD |
| Cambridge Investment Research Advisors, Inc. | $872.0K | 25,742 | 0.00% | 2q | +163.2%+$540.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $838.8K | 24,758 | 0.00% | 2q | +12.4%+$92.7K |
| IHT Wealth Management, LLC | $610.7K | 18,026 | 0.01% | 3q | -7.7%-$50.9K |
| UBS Group AG | $573.1K | 16,917 | 0.00% | 31q | +3.4%+$18.9K |
| Tower Research Capital LLC (TRC) | $559.8K | 16,524 | 0.01% | new | NEW |
| HRT FINANCIAL LP | $553.0K | 16,336 | 0.00% | new | NEW |
| PCG Wealth Advisors, LLC | $352.0K | 10,390 | 0.08% | 4q | -12.9%-$52.2K |
| BNP PARIBAS FINANCIAL MARKETS | $338.8K | 10,000 | 0.00% | 4q | -80.0%-$1.4M |
| GOLDMAN SACHS GROUP INC | $288.9K | 8,526 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $285.9K | 8,438 | 0.00% | 26q | -23.7%-$88.9K |
| ENVESTNET ASSET MANAGEMENT INC | $278.9K | 8,233 | 0.00% | 19q | +15.0%+$36.4K |
| TWO SIGMA SECURITIES, LLC | $273.0K | 8,058 | 0.02% | new | NEW |
| Global Retirement Partners, LLC | $248.6K | 7,337 | 0.00% | 16q | -17.6%-$53.0K |
| KKM Financial LLC | $238.1K | 7,027 | 0.03% | new | NEW |
| CITADEL ADVISORS LLC | $236.9K | 6,993 | 0.00% | new | NEW |
| Mariner, LLC | $217.6K | 6,423 | 0.00% | 14q | -13.9%-$35.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $214.3K | 6,325 | 0.00% | 19q | -9.1%-$21.5K |
| Atlantic Union Bankshares Corp | $129.0K | 3,809 | 0.00% | 5q | +0.5% |
| JONES FINANCIAL COMPANIES LLLP | $110.2K | 3,243 | 0.00% | 4q | +32330.0%+$109.9K |
| Arax Advisory Partners | $74.5K | 2,200 | 0.00% | new | NEW |
| Vision Retirement, LLC | $69.5K | 2,050 | 0.02% | 3q | HELD |
| Copia Wealth Management | $38.3K | 1,131 | 0.02% | 7q | HELD |
| ROYAL BANK OF CANADA | $38.0K | 1,129 | 0.00% | 31q | HELD |
| BFC Planning, Inc. | $22.5K | 665 | 0.00% | 7q | +33150.0%+$22.5K |
| FMR LLC | $18.8K | 556 | 0.00% | 19q | +21.7%+$3.4K |
| HARBOUR INVESTMENTS, INC. | $16.9K | 500 | 0.00% | 17q | HELD |
| SIGNATUREFD, LLC | $16.9K | 500 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $13.8K | 408 | 0.00% | 2q | HELD |
| HighMark Wealth Management LLC | $13.6K | 400 | 0.00% | 15q | HELD |
| Strategic Wealth Partners, Ltd. | $12.3K | 363 | 0.00% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $12.1K | 357 | 0.00% | 25q | HELD |
| Rockefeller Capital Management L.P. | $11.6K | 341 | 0.00% | 4q | +0.6% |
| Capital Investment Advisory Services, LLC | $10.2K | 302 | 0.00% | 31q | -44.3%-$8.1K |
| HAZLETT, BURT & WATSON, INC. | $8.0K | 250 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $6.8K | 200 | 0.00% | 11q | -28.8%-$2.7K |
| Aptus Capital Advisors, LLC | $6.0K | 177 | 0.00% | 3q | HELD |
| TOP Private Wealth LLC. | $3.7K | 110 | 0.00% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $759 | 22 | 0.00% | 31q | -4.3% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $1.4M | 35,859 | 4 | 0 | 0 | 0.0% |
| Q2 2026 | 47 | $27.3M | 805,850 | 8 | 11 | 15 | 0.0% |
| Q1 2026 | 54 | $38.1M | 979,347 | 13 | 9 | 13 | 0.0% |
| Q4 2025 | 47 | $32.6M | 1,167,144 | 6 | 6 | 12 | 0.0% |
| Q3 2025 | 44 | $23.1M | 785,519 | 8 | 8 | 15 | 0.0% |
| Q2 2025 | 43 | $18.9M | 674,998 | 6 | 13 | 10 | 0.0% |
| Q1 2025 | 47 | $25.9M | 886,177 | 2 | 10 | 17 | 0.0% |
| Q4 2024 | 53 | $36.1M | 1,210,095 | 5 | 15 | 15 | 0.7% |
| Q3 2024 | 53 | $38.2M | 1,285,649 | 6 | 12 | 19 | 0.1% |
| Q2 2024 | 57 | $48.4M | 1,462,826 | 6 | 19 | 14 | 0.0% |
| Q1 2024 | 60 | $62.6M | 1,748,821 | 9 | 16 | 15 | 0.0% |
| Q4 2023 | 61 | $50.1M | 1,624,633 | 8 | 13 | 22 | 0.0% |
| Q3 2023 | 61 | $66.9M | 2,063,338 | 7 | 11 | 23 | 0.1% |
| Q2 2023 | 57 | $51.0M | 1,820,844 | 1 | 12 | 33 | 0.4% |
| Q1 2023 | 76 | $61.2M | 2,256,350 | 13 | 21 | 28 | 0.2% |
| Q4 2022 | 86 | $153.3M | 5,221,880 | 19 | 28 | 26 | 0.1% |
| Q3 2022 | 72 | $478.4M | 17,352,115 | 8 | 19 | 33 | 0.0% |
| Q2 2022 | 77 | $1.7B | 66,547,741 | 20 | 30 | 18 | 0.1% |
| Q1 2022 | 66 | $2.6B | 94,351,381 | 27 | 15 | 16 | 0.0% |
| Q4 2021 | 41 | $1.2B | 60,453,066 | 14 | 15 | 6 | 0.0% |
| Q3 2021 | 29 | $51.1M | 2,703,838 | 6 | 10 | 11 | 0.0% |
| Q2 2021 | 26 | $44.4M | 2,408,445 | 4 | 14 | 3 | 0.0% |
| Q1 2021 | 27 | $39.5M | 2,672,396 | 13 | 7 | 3 | 0.0% |
| Q4 2020 | 15 | $3.6M | 351,856 | 2 | 1 | 8 | 0.0% |
| Q3 2020 | 18 | $8.8M | 1,166,428 | 1 | 6 | 6 | 0.0% |
| Q2 2020 | 25 | $11.8M | 1,248,765 | 10 | 6 | 1 | 0.0% |
| Q1 2020 | 17 | $2.0M | 332,100 | 6 | 5 | 3 | 0.0% |
| Q4 2019 | 19 | $4.3M | 258,174 | 4 | 4 | 9 | 0.0% |
| Q3 2019 | 20 | $4.5M | 298,647 | 0 | 5 | 8 | 0.0% |
| Q2 2019 | 23 | $8.7M | 503,941 | 2 | 4 | 9 | 0.0% |
| Q1 2019 | 22 | $8.8M | 453,676 | 0 | 3 | 9 | 0.0% |
| Q4 2018 | 27 | $31.4M | 1,809,509 | 2 | 0 | 2 | 0.0% |