INVESCO EXCHANGE TRADED FD T (PEY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
180
Reporting holders
$396.4M
Reported value
0.8%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $104.4M | 4,504,254 | 0.01% | 31q | -0.9%-$990.6K |
| MORGAN STANLEY | $55.7M | 2,401,540 | 0.00% | 33q | +0.6%+$326.9K |
| LPL Financial LLC | $31.3M | 1,351,755 | 0.01% | 31q | -0.6%-$204.2K |
| WELLS FARGO & COMPANY/MN | $22.0M | 948,153 | 0.00% | 31q | -48.2%-$20.4M |
| RAYMOND JAMES FINANCIAL INC | $15.2M | 655,744 | 0.00% | 7q | +2.8%+$412.6K |
| Cetera Investment Advisers | $9.2M | 395,559 | 0.01% | 23q | -4.1%-$393.8K |
| Investors Research Corp | $9.0M | 389,733 | 1.62% | 29q | +3.3%+$290.2K |
| TWO SIGMA INVESTMENTS, LP | $7.3M | 313,700 | 0.01% | 6q | +21.6%+$1.3M |
| UBS Group AG | $7.2M | 311,987 | 0.00% | 31q | -4.2%-$316.1K |
| JONES FINANCIAL COMPANIES LLLP | $6.4M | 270,620 | 0.00% | 10q | +5.9%+$352.8K |
| Good Steward Wealth Advisors,LLC | $5.1M | 217,982 | 3.05% | 6q | -1.6%-$80.1K |
| ROYAL BANK OF CANADA | $4.8M | 208,584 | 0.00% | 31q | -18.1%-$1.1M |
| Salomon & Ludwin, LLC | $4.8M | 203,973 | 0.39% | 31q | -0.6%-$28.4K |
| AMERIPRISE FINANCIAL INC | $4.5M | 195,853 | 0.00% | 31q | -52.1%-$4.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.4M | 191,314 | 0.02% | 31q | -4.0%-$186.6K |
| MAI Capital Management | $4.1M | 175,002 | 0.02% | 7q | +4651.6%+$4.0M |
| OSAIC HOLDINGS, INC. | $3.9M | 168,241 | 0.00% | 26q | +10.2%+$359.6K |
| AlphaCore Capital LLC | $3.9M | 167,763 | 0.07% | 6q | -1.3%-$52.7K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.7M | 158,932 | 0.74% | 7q | -3.7%-$140.7K |
| GHP Investment Advisors, Inc. | $3.2M | 138,485 | 0.12% | 18q | +0.6%+$20.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 138,031 | 0.00% | 31q | +2.9%+$88.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 36,321 | 0.00% | 19q | -20.8%-$829.0K |
| IFP Advisors, Inc | $2.8M | 120,570 | 0.05% | 32q | -2.0%-$56.1K |
| Cresta Advisors, Ltd. | $2.8M | 120,233 | 1.00% | 14q | -5.9%-$175.3K |
| Sanctuary Advisors, LLC | $2.8M | 119,089 | 0.01% | 9q | +1.5%+$40.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 108,836 | 0.00% | 31q | +2.2%+$53.8K |
| Beacon Pointe Advisors, LLC | $2.5M | 105,830 | 0.01% | 31q | +65.0%+$966.0K |
| OneDigital Investment Advisors LLC | $2.4M | 103,958 | 0.02% | 31q | +2.6%+$60.9K |
| GOLDMAN SACHS GROUP INC | $2.3M | 98,315 | 0.00% | 2q | +7.5%+$159.2K |
| Aspire Capital Advisors LLC | $2.2M | 93,653 | 0.42% | 4q | +36.6%+$581.5K |
| STIFEL FINANCIAL CORP | $2.1M | 91,623 | 0.00% | new | NEW |
| WEALTH ALLIANCE, LLC | $2.0M | 86,323 | 0.17% | 20q | -0.5%-$11.0K |
| IHT Wealth Management, LLC | $1.9M | 82,303 | 0.04% | 22q | +29.5%+$435.0K |
| Equitable Holdings, Inc. | $1.9M | 81,972 | 0.01% | 20q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.7M | 74,031 | 0.00% | 13q | -1.5%-$25.7K |
| Brick & Kyle, Associates | $1.7M | 78,971 | 0.56% | 27q | HELD |
| FIFTH THIRD BANCORP | $1.7M | 71,883 | 0.00% | 31q | -6.6%-$118.5K |
| Private Advisor Group, LLC | $1.6M | 70,413 | 0.01% | 30q | +2.4%+$38.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 68,670 | 0.00% | 31q | -48.4%-$1.5M |
| Axis Wealth Partners, LLC | $1.4M | 59,533 | 0.66% | 7q | -4.3%-$61.4K |
| MML INVESTORS SERVICES, LLC | $1.3M | 54,718 | 0.00% | 31q | +6.3%+$75.5K |
| JOHNSON INVESTMENT COUNSEL INC | $1.2M | 52,175 | 0.01% | 20q | HELD |
| New Insight Wealth Advisors | $1.1M | 46,622 | 0.32% | 11q | +40.0%+$308.8K |
| SouthState Bank Corp | $997.9K | 43,049 | 0.04% | 31q | +32.1%+$242.6K |
| Waverly Advisors, LLC | $994.7K | 42,911 | 0.01% | 14q | -36.9%-$582.8K |
| NewEdge Advisors, LLC | $976.9K | 42,146 | 0.00% | new | NEW |
| Arax Advisory Partners | $972.6K | 41,957 | 0.01% | 5q | HELD |
| AdvisorNet Financial, Inc | $967.5K | 41,738 | 0.04% | 21q | -49.0%-$928.7K |
| CITADEL ADVISORS LLC | $955.8K | 11,434 | 0.00% | 19q | HELD |
| Prospera Financial Services Inc | $930.2K | 40,127 | 0.01% | 31q | -3.7%-$35.7K |
| BARRETT & COMPANY, INC. | $903.7K | 38,987 | 0.25% | 16q | HELD |
| Rockefeller Capital Management L.P. | $857.8K | 37,006 | 0.00% | 7q | +4.1%+$33.7K |
| PRINCIPAL SECURITIES, INC. | $851.6K | 36,739 | 0.01% | 11q | +14.9%+$110.8K |
| KINGSWOOD WEALTH ADVISORS, LLC | $820.3K | 35,390 | 0.03% | 12q | -7.8%-$69.1K |
| Creative Planning | $815.6K | 35,185 | 0.00% | 31q | +6.9%+$52.9K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $800.0K | 34,514 | 0.04% | 18q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $784.3K | 33,834 | 0.01% | 9q | -20.7%-$204.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $771.8K | 32,555 | 0.00% | 12q | HELD |
| Mariner, LLC | $759.3K | 32,755 | 0.00% | 16q | -24.6%-$247.9K |
| NWF Advisory Services Inc. | $742.6K | 32,036 | 0.07% | 10q | HELD |
| BKM Wealth Management, LLC | $710.7K | 30,660 | 0.25% | 11q | -3.4%-$25.4K |
| City State Bank | $703.6K | 30,352 | 0.16% | 19q | +7.0%+$46.3K |
| CIBC Bancorp USA Inc. | $699.6K | 30,180 | 0.00% | 2q | HELD |
| FMR LLC | $698.4K | 30,131 | 0.00% | 30q | -4.2%-$30.9K |
| HARBOUR INVESTMENTS, INC. | $690.9K | 29,807 | 0.01% | 21q | HELD |
| GLOBALT Investments LLC / GA | $677.1K | 29,209 | 0.02% | 11q | -4.6%-$32.6K |
| AFT, FORSYTH & COMPANY, INC. | $641.1K | 27,659 | 0.31% | 31q | -17.0%-$131.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $597.4K | 25,773 | 0.00% | 9q | -29.1%-$244.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $593.6K | 25,293 | 0.04% | 7q | -0.9%-$5.1K |
| Institute for Wealth Management, LLC. | $566.8K | 24,452 | 0.05% | 31q | HELD |
| Curi Capital, LLC | $566.7K | 24,449 | 0.01% | 31q | HELD |
| PFG Advisors | $564.0K | 24,332 | 0.03% | 24q | -5.6%-$33.2K |
| Sovereign Financial Group, Inc. | $501.1K | 21,618 | 0.08% | 23q | +7.0%+$32.9K |
| Colonial Trust Co / SC | $488.7K | 20,859 | 0.06% | 16q | HELD |
| Cerity Partners LLC | $448.5K | 19,348 | 0.00% | 7q | +0.8%+$3.6K |
| TRUIST FINANCIAL CORP | $429.3K | 18,521 | 0.00% | 27q | -2.1%-$9.3K |
| TRED AVON FAMILY WEALTH, LLC | $413.7K | 17,849 | 0.13% | 4q | HELD |
| Meridian Wealth Management, LLC | $389.4K | 16,797 | 0.01% | 9q | -2.9%-$11.6K |
| Dynamic Advisor Solutions LLC | $388.7K | 16,769 | 0.01% | 11q | -1.6%-$6.4K |
| Kovack Advisors, Inc. | $383.6K | 16,344 | 0.02% | 5q | HELD |
| Revisor Wealth Management LLC | $370.0K | 15,960 | 0.09% | 6q | HELD |
| Capital Investment Advisory Services, LLC | $363.5K | 15,682 | 0.02% | 31q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $354.5K | 15,294 | 0.00% | 13q | +5.0%+$16.8K |
| Wedmont Private Capital | $343.5K | 14,488 | 0.01% | 19q | -23.3%-$104.2K |
| EP Wealth Advisors, LLC | $333.5K | 14,386 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $328.3K | 14,163 | 0.02% | new | NEW |
| MINDSET WEALTH MANAGEMENT, LLC | $325.5K | 14,043 | 0.06% | 8q | -3.5%-$11.6K |
| Kestra Advisory Services, LLC | $322.8K | 13,925 | 0.00% | 11q | -2.2%-$7.3K |
| SAX WEALTH ADVISORS, LLC | $310.6K | 14,500 | 0.01% | 9q | HELD |
| Lifetime Wealth Management P.C. | $307.5K | 13,266 | 0.18% | 3q | -1.2%-$3.8K |
| Chicago Partners Investment Group LLC | $306.7K | 12,786 | 0.01% | 11q | +1.1%+$3.4K |
| Ameritas Advisory Services, LLC | $303.3K | 13,086 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $301.8K | 13,018 | 0.00% | 31q | HELD |
| Sowell Financial Services LLC | $297.6K | 12,837 | 0.01% | 16q | -1.9%-$5.8K |
| PRECEDENT WEALTH PARTNERS, LLC | $295.0K | 12,728 | 0.05% | 9q | -16.3%-$57.4K |
| D. E. Shaw & Co., Inc. | $289.9K | 12,508 | 0.00% | new | NEW |
| Creekside Partners | $288.4K | 12,443 | 0.10% | 6q | HELD |
| Snowden Capital Advisors LLC | $284.3K | 12,264 | 0.01% | 17q | HELD |
| David J Yvars Group | $276.5K | 11,800 | 0.13% | 11q | HELD |
| MATHER GROUP, LLC. | $266.5K | 11,496 | 0.00% | 18q | HELD |
Showing the largest 100 of 187 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 180 | $396.4M | 16,970,514 | 22 | 41 | 53 | 0.8% |
| Q1 2026 | 170 | $388.0M | 18,003,536 | 15 | 35 | 57 | 0.7% |
| Q4 2025 | 175 | $380.9M | 18,567,685 | 8 | 46 | 61 | 0.6% |
| Q3 2025 | 188 | $418.7M | 19,770,886 | 15 | 39 | 67 | 0.5% |
| Q2 2025 | 183 | $412.2M | 20,066,972 | 11 | 38 | 64 | 0.6% |
| Q1 2025 | 182 | $437.9M | 20,296,621 | 9 | 48 | 58 | 0.6% |
| Q4 2024 | 189 | $443.4M | 20,797,443 | 13 | 50 | 47 | 0.2% |
| Q3 2024 | 178 | $466.1M | 21,178,882 | 8 | 49 | 54 | 0.3% |
| Q2 2024 | 188 | $420.9M | 21,366,435 | 16 | 49 | 59 | 0.2% |
| Q1 2024 | 188 | $576.7M | 27,861,993 | 16 | 54 | 57 | 0.3% |
| Q4 2023 | 189 | $591.3M | 27,694,047 | 20 | 45 | 64 | 0.2% |
| Q3 2023 | 171 | $523.3M | 27,232,339 | 19 | 44 | 49 | 0.1% |
| Q2 2023 | 175 | $580.4M | 30,164,232 | 17 | 47 | 53 | 0.1% |
| Q1 2023 | 170 | $671.7M | 33,696,417 | 18 | 43 | 56 | 0.1% |
| Q4 2022 | 171 | $717.6M | 34,637,576 | 20 | 57 | 32 | 0.1% |
| Q3 2022 | 190 | $572.6M | 30,771,142 | 26 | 71 | 37 | 0.1% |
| Q2 2022 | 182 | $547.0M | 26,588,082 | 28 | 63 | 26 | 0.1% |
| Q1 2022 | 164 | $471.8M | 21,684,081 | 15 | 65 | 21 | 0.2% |
| Q4 2021 | 156 | $371.5M | 17,578,446 | 10 | 43 | 30 | 0.3% |
| Q3 2021 | 142 | $338.2M | 17,045,352 | 13 | 48 | 32 | 0.0% |
| Q2 2021 | 137 | $338.8M | 16,248,324 | 14 | 56 | 25 | 0.1% |
| Q1 2021 | 129 | $293.1M | 14,440,397 | 17 | 38 | 39 | 0.1% |
| Q4 2020 | 127 | $253.3M | 14,224,158 | 14 | 33 | 42 | 2.0% |
| Q3 2020 | 115 | $208.7M | 14,391,034 | 6 | 31 | 39 | 1.0% |
| Q2 2020 | 126 | $216.2M | 14,977,745 | 13 | 30 | 47 | 0.0% |
| Q1 2020 | 128 | $230.8M | 17,817,054 | 12 | 40 | 45 | 0.0% |
| Q4 2019 | 147 | $361.7M | 19,050,078 | 14 | 38 | 31 | 0.0% |
| Q3 2019 | 124 | $288.4M | 15,741,971 | 10 | 36 | 34 | 0.1% |
| Q2 2019 | 118 | $278.3M | 15,250,800 | 12 | 39 | 24 | 0.3% |
| Q1 2019 | 122 | $271.8M | 14,956,511 | 13 | 39 | 31 | 0.2% |
| Q4 2018 | 127 | $239.8M | 15,050,703 | 0 | 3 | 2 | 0.6% |