INVESCO EXCHANGE TRADED FD T (PXE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
43
Reporting holders
$25.8M
Reported value
0.0%
Held as options
-8
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $872 | 25,742 | 0.00% | 2q | +163.2% |
| WELLS FARGO & COMPANY/MN | $759 | 22 | 0.00% | 31q | -52.2% |
| HRT FINANCIAL LP | $553 | 16,336 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $8 | 250 | 0.00% | 4q | HELD |
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 | 43 | $25.8M | 762,857 | 7 | 9 | 15 | 0.0% |
| Q1 2026 | 51 | $36.6M | 940,603 | 12 | 10 | 13 | 0.0% |
| Q4 2025 | 44 | $32.6M | 1,166,820 | 6 | 6 | 12 | 0.0% |
| Q3 2025 | 40 | $22.8M | 776,394 | 6 | 8 | 14 | 0.0% |
| Q2 2025 | 40 | $18.6M | 663,214 | 5 | 13 | 9 | 0.0% |
| Q1 2025 | 43 | $25.5M | 871,247 | 1 | 10 | 15 | 0.0% |
| Q4 2024 | 49 | $35.2M | 1,182,115 | 5 | 15 | 12 | 0.7% |
| Q3 2024 | 49 | $36.2M | 1,217,408 | 6 | 10 | 17 | 0.1% |
| Q2 2024 | 52 | $45.8M | 1,386,329 | 6 | 17 | 11 | 0.0% |
| Q1 2024 | 53 | $54.1M | 1,511,226 | 7 | 14 | 14 | 0.1% |
| Q4 2023 | 55 | $47.4M | 1,535,391 | 8 | 11 | 21 | 0.0% |
| Q3 2023 | 53 | $62.7M | 1,936,169 | 5 | 10 | 20 | 0.1% |
| Q2 2023 | 49 | $47.8M | 1,705,249 | 1 | 11 | 26 | 0.4% |
| Q1 2023 | 63 | $55.5M | 2,043,107 | 10 | 18 | 24 | 0.2% |
| Q4 2022 | 70 | $137.3M | 4,681,643 | 17 | 25 | 16 | 0.1% |
| Q3 2022 | 72 | $116.4M | 4,212,672 | 8 | 18 | 33 | 0.0% |
| Q2 2022 | 77 | $139.2M | 5,388,675 | 20 | 30 | 17 | 0.6% |
| Q1 2022 | 66 | $128.4M | 4,429,588 | 27 | 15 | 15 | 0.0% |
| Q4 2021 | 41 | $81.7M | 4,160,148 | 14 | 15 | 5 | 0.0% |
| Q3 2021 | 29 | $50.8M | 2,687,130 | 6 | 9 | 11 | 0.0% |
| Q2 2021 | 26 | $44.1M | 2,392,205 | 4 | 14 | 3 | 0.0% |
| Q1 2021 | 27 | $39.3M | 2,656,228 | 12 | 7 | 3 | 0.0% |
| Q4 2020 | 16 | $3.6M | 352,506 | 2 | 1 | 8 | 0.0% |
| Q3 2020 | 18 | $3.9M | 517,078 | 1 | 6 | 6 | 0.0% |
| Q2 2020 | 24 | $5.5M | 582,633 | 9 | 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 | 8 | 0.0% |
| Q1 2019 | 22 | $8.8M | 453,676 | 0 | 3 | 9 | 0.0% |
| Q4 2018 | 27 | $11.2M | 645,674 | 2 | 0 | 2 | 0.0% |