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Disclosery

PEY INVESCO EXCHANGE TRADED FD T

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ETF (fund)

194 managers (195 13F filers) reported a position in PEY shares at 2025-03-31, 21,193,595 shares in all. 11 filers opened a position and 18 filers sold out during the quarter.

Managers
194
13F filers
195
New
11
Added
68
Reduced
62
Sold out
18
Shares held by filers
21,193,595

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,184,890$133M0.01%+36,48613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,546,250$54.7M<0.01%-208,01813F-HRTimelineGroup
LPL Financial LLC1,941,778$41.7M0.02%+4,40713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,286,818$27.6M0.01%+11,46113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC642,378$13.8M0.01%+9,49613F-HRTimelineGroup
Cetera Investment Advisers405,110$8.7M0.02%-2,06213F-HRTimeline
Waverly Advisors, LLC379,526$8.15M0.1%-82513F-HRTimeline
UBS Group AGin group UBS Group AG309,760$6.65M<0.01%-46,34913F-HRTimelineGroup
Investors Research Corp305,727$6.56M1.42%+25,50013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC230,572$4.95M<0.01%+8,41913F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC227,546$4.89M1.36%-1,57413F-HRTimeline
Salomon & Ludwin, LLC226,555$4.86M0.52%-3,56013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.198,195$4.26M0.01%+37,61413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA196,699$4.22M<0.01%-2,20413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC190,775$4.1M0.01%-41,31513F-HRTimeline
Capital Advisors, Ltd. LLC188,400$4.04M0.53%+1513F-HRTimeline
AlphaCore Capital LLC186,362$4M0.34%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP183,892$3.92M<0.01%+45,82613F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…175,894$3.78M0.03%-7,73213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP171,400$3.68M0.01%new13F-HRTimelineGroup
EVOKE WEALTH, LLC171,360$3.68M0.1%013F-HRTimeline
New Insight Wealth Advisors170,189$3.65M1.66%-5,74013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…168,552$3.62M1.38%-2,43613F-HRTimeline
GHP Investment Advisors, Inc.155,339$3.34M0.16%-2,75513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…130,505$2.8M<0.01%+18,00613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,014$2.66M<0.01%-19,40913F-HRTimelineGroup
Cambridge Investment Research Advisors,…113,226$2.43M0.01%+33,38213F-HRTimeline
IFP Advisors, Inc110,130$2.36M0.07%+2,11213F-HRTimeline
AdvisorNet Financial, Inc108,264$2.32M0.17%+29,40413F-HRTimeline
OneDigital Investment Advisors LLC108,261$2.32M0.03%-1,06013F-HRTimeline
Sanctuary Advisors, LLC106,776$2.29M0.02%-135,64813F-HRTimeline
Atria Investments, Inc104,686$2.25M0.03%-97,01213F-HRTimeline
Brick & Kyle, Associates104,890$2.23M1.02%+1,99813F-HRTimeline
Cresta Advisors, Ltd.103,196$2.22M1.15%+5,87713F-HRTimeline
Apexium Financial, LP99,637$2.14M0.13%+45,02413F-HRTimeline
HighTower Advisors, LLC95,237$2.04M<0.01%-74613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.92,863$1.99M0.02%+3,35413F-HRTimelineGroup
WEALTH ALLIANCE, LLC82,802$1.78M0.22%-2,84313F-HRTimeline
Private Advisor Group, LLC82,133$1.76M0.01%-2,72813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS78,060$1.68M<0.01%+1,82113F-HRTimeline
COMERICA BANK77,802$1.67M0.01%+31,89813F-HRTimeline
IHT Wealth Management, LLC74,434$1.6M0.05%+27,21813F-HRTimeline
Axis Wealth Partners, LLC69,342$1.49M1.1%-5,84313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.67,497$1.45M0.01%-44,84813F-HRTimeline
MML INVESTORS SERVICES, LLC66,824$1.44M<0.01%-4,88613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,102$1.29M<0.01%+3,80913F-HRTimelineGroup
FLOW TRADERS U.S. LLC60,094$1.29M0.05%new13F-HRTimeline
Beacon Pointe Advisors, LLC60,066$1.29M0.01%+2,53013F-HRTimeline
Janney Montgomery Scott LLC59,787$1.28M<0.01%+1213F-HRTimeline
Integrated Advisors Network LLC52,866$1.14M0.06%-4,28813F-HRTimeline
MGB Wealth Management, LLC52,499$1.13M0.41%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,175$1.12M0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,369$1.06M0.03%+29013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,069$1.03M0.01%-1,04113F-HRTimelineGroup
Cresset Asset Management, LLC46,750$1M0.01%013F-HRTimeline
NewEdge Advisors, LLC44,454$954K0.01%-1,02813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,954$871K0.02%013F-HRTimelineGroup
First PREMIER Bank39,890$857K0.22%-1,05513F-HRTimeline
RFG Advisory, LLC39,808$855K0.02%+3,30813F-HRTimeline
BARRETT & COMPANY, INC.39,628$851K0.37%+9713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC38,114$818K0.06%-5,81413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,604$807K<0.01%-2,54413F-HRTimeline
Bison Wealth, LLC40,530$804K0.08%new13F-HRTimeline
Prospera Financial Services Inc37,411$803K0.02%+9113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC36,404$782K0.22%-1,35913F-HRTimeline
GLOBALT Investments LLC / GA36,384$781K0.03%-51,29913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,152$776K-704Timeline
PFG Advisors35,709$767K0.04%-3,84113F-HRTimeline
Good Steward Wealth Advisors,LLC34,965$751K0.68%13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.34,489$740K0.4%+8013F-HRTimeline
HARBOUR INVESTMENTS, INC.33,934$729K0.02%-2,55913F-HRTimeline
Pasadena Private Wealth, LLC32,885$706K0.14%-66013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32,510$698K0.02%+18,27313F-HRTimelineGroup
NWF Advisory Services Inc.32,359$695K0.1%+45213F-HRTimeline
Stolper Co28,859$620K0.2%+27913F-HRTimeline
Creative Planningin group Creative Planning27,906$599K<0.01%+3,89713F-HRTimelineGroup
BKM Wealth Management, LLC27,162$583K0.24%-43713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,339$542K0.02%-49113F-HRTimelineGroup
Institute for Wealth Management, LLC.25,156$540K0.07%013F-HRTimeline
Curi Capital, LLC24,451$525K0.01%+14,22813F-HRTimeline
Steward Partners Investment Advisory, L…23,557$506K<0.01%-23513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,780$500K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC23,286$500K0.02%-1,30313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,456$482K0.01%+3113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,216$477K0.04%-2,18513F-HRTimeline
Meridian Wealth Management, LLC21,601$464K0.02%-101,87713F-HRTimeline
FMR LLCin group FMR LLC21,357$459K<0.01%+21613F-HRTimelineGroup
City State Bank20,914$449K0.15%-2,20013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20,461$439K0.02%+35013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC20,190$433K<0.01%+113F-HRTimelineGroup
Lifeworks Advisors, LLC20,047$430K0.07%-2,83113F-HRTimeline
CWM, LLCin group CWM, LLC19,087$410K<0.01%+213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd18,077$388K0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.17,951$385K0.09%+6613F-HRTimeline
Consolidated Portfolio Review Corp17,802$382K0.06%+1513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,080$367K<0.01%-6,89313F-HRTimelineGroup
Revisor Wealth Management LLC15,960$343K0.15%new13F-HRTimeline
Capital Investment Advisory Services, L…15,724$338K0.03%+3,79813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors15,703$334K0.05%-4,05713F-HRTimelineGroup
&PARTNERS15,855$332K<0.01%-11,53213F-HRTimeline
QTR Family Wealth, LLC15,166$326K0.25%13F-HRTimeline
Creekside Partners14,998$322K0.17%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,947$321K0.03%+14313F-HR/ATimeline
Capital Investment Counsel, LLC14,852$319K0.05%-1,25213F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC14,545$312K0.12%013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,500$311K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,368$308K<0.01%-1,00213F-HRTimelineGroup
Financial Insights, Inc.14,100$303K0.12%013F-HRTimeline
Capital Investment Advisors, LLC13,949$299K0.01%-4,40013F-HRTimeline
Wedmont Private Capital15,303$296K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,377$287K<0.01%-19113F-HRTimelineGroup
NTV Asset Management LLC13,340$286K0.04%013F-HRTimeline
Sowell Financial Services LLC13,009$279K0.01%+1613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,814$275K<0.01%-33513F-HRTimelineGroup
Compass Financial Services Inc12,459$268K0.14%+3113F-HRTimeline
Atria Wealth Solutions, Inc.12,393$266K<0.01%-1,77513F-HRTimeline
B. Riley Wealth Advisors, Inc.12,273$263K0.01%-8,62413F-HRTimeline
Snowden Capital Advisors LLC12,014$258K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC11,966$257K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,954$257K<0.01%-2,26513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,759$252K0.01%+61013F-HRTimeline
David J Yvars Group11,800$251K0.2%013F-HRTimeline
Brookwood Investment Group LLC11,645$250K0.04%13F-HRTimeline
Chicago Partners Investment Group LLC12,472$249K0.01%+10313F-HRTimeline
MATHER GROUP, LLC.11,496$247K<0.01%013F-HRTimeline
Herold Advisors, Inc.11,203$241K0.05%+813F-HRTimeline
SYNOVUS FINANCIAL CORP11,092$238K<0.01%-7,91113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,040$237K<0.01%013F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC10,835$233K0.02%-90013F-HRTimeline
Family Firm, Inc.10,536$226K0.05%013F-HRTimeline
Opus Capital Group, LLC9,920$213K0.03%013F-HRTimeline
Tyler-Stone Wealth Management9,646$207K0.04%+9913F-HRTimeline
SageOak Financial, LLC9,509$204K0.18%-27,80513F-HRTimeline
Cornerstone Planning Group LLC10,188$201K0.05%+6513F-HRTimeline
Kozak & Associates, Inc.8,975$176K0.04%+9213F-HRTimeline
Clearstead Advisors, LLC8,122$174K<0.01%+40513F-HRTimeline
AE Wealth Management LLC7,464$160K<0.01%+58213F-HRTimeline
Crews Bank & Trust7,190$154K0.03%013F-HRTimeline
New Republic Capital, LLC5,566$120K0.05%-13,80013F-HRTimeline
Bristlecone Advisors, LLC5,405$116K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,352$115K<0.01%+57413F-HRTimelineGroup
EP Wealth Advisors, LLC5,196$112K<0.01%-53013F-HRTimeline
Federation des caisses Desjardins du Qu…5,180$111K<0.01%013F-HRTimeline
Bangor Savings Bank4,811$103K0.01%013F-HRTimeline
Caldwell Trust Co4,280$91.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,250$91.2K0.01%+1,96613F-HRTimeline
LANARK FINANCIAL, INC.4,189$89K0.01%+4,18513F-HRTimeline
Farther Finance Advisors, LLC3,742$80.2K<0.01%+1,79013F-HRTimeline
Aptus Capital Advisors, LLC3,273$70.3K<0.01%+2,53013F-HRTimeline
Geneos Wealth Management Inc.2,502$53.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,375$51K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,020$43.4K<0.01%013F-HRTimelineGroup
Advanced Asset Management Advisors Inc1,880$40.4K0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,870$40.2K0.01%+1913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,682$36.1K<0.01%+1,13613F-HRTimelineGroup
MAI Capital Management1,681$36.1K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,634$35.1K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,519$32.6K0.02%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,463$31.4K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.1,413$30.3K0.01%+1413F-HRTimeline
Fortitude Family Office, LLC1,400$30.1K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,262$27K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC1,174$25.2K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$24.5K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,000$21.5K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,000$21.5K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$21.5K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,000$21.5K0.07%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC990$21.3K<0.01%013F-HRTimeline
CVA Family Office, LLC798$17.1K<0.01%013F-HRTimeline
Addison Advisors LLC750$16.1K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC721$15.5K<0.01%-27913F-HRTimeline
NewSquare Capital LLC700$15K<0.01%013F-HRTimeline
Sound Income Strategies, LLC669$14.4K<0.01%+113F-HRTimeline
Allworth Financial LP703$14K<0.01%013F-HRTimeline
Fairman Group, LLC641$13.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\584$12.5K<0.01%-1,43013F-HRTimelineGroup
Sunbelt Securities, Inc.546$11.7K<0.01%+34813F-HRTimeline
Medallion Wealth Advisors, LLC540$11.6K0.01%013F-HRTimeline
Key Financial Inc506$10.9K<0.01%+25713F-HRTimeline
Parallel Advisors, LLC377$8.09K<0.01%+413F-HRTimeline
Vermillion Wealth Management, Inc.369$7.92K<0.01%013F-HRTimeline
Noble Wealth Management PBC316$6.79K<0.01%013F-HRTimeline
North Star Investment Management Corp.300$6.44K<0.01%013F-HRTimeline
CoreCap Advisors, LLC290$6.23K<0.01%-17,50213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC242$5.2K<0.01%+213F-HRTimeline
Qube Research & Technologies Ltd234$5.02K<0.01%-12613F-HRTimeline
1 NORTH WEALTH SERVICES LLC125$2.68K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC111$2.39K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC82$1.76K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36$773<0.01%new13F-HRTimelineGroup
LRI Investments, LLC1$21<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.