Skip to content
Disclosery

PEY INVESCO EXCHANGE TRADED FD T

Follow

ETF (fund)

198 managers (199 13F filers) reported a position in PEY shares at 2025-06-30, 20,724,471 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
198
13F filers
199
New
15
Added
54
Reduced
76
Sold out
11
Shares held by filers
20,724,471

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/5,851,586$119M0.01%-333,30413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,539,270$51.8M<0.01%-6,98013F-HRTimelineGroup
LPL Financial LLC1,929,218$39.4M0.01%-12,56013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,288,902$26.3M0.01%+2,08413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC651,911$13.3M<0.01%+9,53313F-HRTimelineGroup
Cetera Investment Advisers425,523$8.68M0.01%+20,41313F-HRTimeline
Waverly Advisors, LLC362,277$7.39M0.08%-17,24913F-HRTimeline
Investors Research Corp326,848$6.67M1.31%+21,12113F-HRTimeline
UBS Group AGin group UBS Group AG309,523$6.32M<0.01%-23713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA233,522$4.77M<0.01%+36,82313F-HR/ATimelineGroup
Salomon & Ludwin, LLC219,659$4.66M0.46%-6,89613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC223,032$4.56M<0.01%-7,54013F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC222,547$4.54M1.14%-4,99913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP210,194$4.29M<0.01%+26,30213F-HRTimelineGroup
AdvisorNet Financial, Inc198,020$4.04M0.26%+89,75613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.194,114$3.96M0.01%-4,08113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC182,843$3.73M<0.01%-7,93213F-HRTimeline
Capital Advisors, Ltd. LLC182,322$3.72M0.46%-6,07813F-HRTimeline
EVOKE WEALTH, LLC171,360$3.5M0.08%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…165,894$3.39M1.22%-2,65813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…155,744$3.18M0.03%-20,15013F-HRTimelineGroup
AlphaCore Capital LLC151,335$3.09M0.12%-35,02713F-HRTimeline
New Insight Wealth Advisors140,618$2.87M1.18%-29,57113F-HRTimeline
GHP Investment Advisors, Inc.140,562$2.87M0.13%-14,77713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,125$2.47M<0.01%-2,88913F-HRTimelineGroup
Cresta Advisors, Ltd.114,411$2.34M1.14%+11,21513F-HRTimeline
Cambridge Investment Research Advisors,…112,294$2.29M0.01%-93213F-HRTimeline
IFP Advisors, Inc109,945$2.24M0.06%-18513F-HRTimeline
Brick & Kyle, Associates105,613$2.24M1%+72313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…105,887$2.16M<0.01%-24,61813F-HRTimelineGroup
OneDigital Investment Advisors LLC105,749$2.16M0.02%-2,51213F-HRTimeline
Good Steward Wealth Advisors,LLC104,939$2.14M1.68%+69,97413F-HRTimeline
Sanctuary Advisors, LLC102,236$2.09M0.01%-4,54013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.96,505$1.97M0.02%+3,64213F-HRTimelineGroup
WEALTH ALLIANCE, LLC86,953$1.77M0.2%+4,15113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS84,466$1.72M<0.01%+6,40613F-HRTimeline
Private Advisor Group, LLC79,833$1.63M0.01%-2,30013F-HRTimeline
COMERICA BANK77,914$1.59M0.01%+11213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO77,440$1.58M0.03%new13F-HRTimeline
Apexium Financial, LP76,756$1.57M0.08%-22,88113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP76,600$1.56M<0.01%-94,80013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,601$1.5M<0.01%+13,49913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC67,607$1.38M<0.01%+78313F-HRTimeline
Axis Wealth Partners, LLC66,248$1.35M0.89%-3,09413F-HRTimeline
Beacon Pointe Advisors, LLC59,479$1.21M0.01%-58713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.57,895$1.18M0.01%-9,60213F-HRTimeline
Bison Wealth, LLC55,470$1.18M0.09%+14,94013F-HRTimeline
Janney Montgomery Scott LLC57,835$1.18M<0.01%-1,95213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC54,553$1.11M0.06%new13F-HRTimelineGroup
MGB Wealth Management, LLC52,499$1.07M0.35%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,175$1.06M0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,074$1.02M<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC48,033$980K0.03%-26,40113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…46,818$956K0.02%-2,55113F-HRTimelineGroup
Cresset Asset Management, LLC46,750$954K<0.01%013F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,597$931K0.01%-2,47213F-HRTimelineGroup
NewEdge Advisors, LLC44,634$911K<0.01%+18013F-HRTimeline
Mariner, LLCin group Mariner, LLC41,524$848K<0.01%+28,14713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,015$837K0.02%+6113F-HRTimelineGroup
Prospera Financial Services Inc39,873$814K0.02%+2,46213F-HRTimeline
BARRETT & COMPANY, INC.39,744$811K0.3%+11613F-HRTimeline
First PREMIER Bank38,540$787K0.19%-1,35013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,888$764K<0.01%-1,71613F-HRTimeline
Integrated Advisors Network LLC36,744$750K0.03%-16,12213F-HRTimeline
Pasadena Private Wealth, LLC35,076$716K0.12%+2,19113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC34,514$704K0.04%-3,60013F-HRTimeline
FLOW TRADERS U.S. LLC34,463$703K0.03%-25,63113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.34,432$703K0.36%-5713F-HRTimeline
Atria Investments, Inc34,405$702K0.01%-70,28113F-HRTimeline
PFG Advisors34,049$695K0.03%-1,66013F-HRTimeline
GLOBALT Investments LLC / GA32,839$670K0.03%-3,54513F-HRTimeline
NWF Advisory Services Inc.32,359$660K0.08%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding31,550$644K-4,602Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.30,317$619K<0.01%+3,53713F-HRTimelineGroup
Stolper Co29,786$608K0.2%+92713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,505$582K0.02%-4,00513F-HRTimelineGroup
Creative Planningin group Creative Planning28,150$575K<0.01%+24413F-HRTimelineGroup
BKM Wealth Management, LLC26,799$547K0.21%-36313F-HRTimeline
HARBOUR INVESTMENTS, INC.26,243$536K0.01%-7,69113F-HRTimeline
Institute for Wealth Management, LLC.25,156$513K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,923$509K0.04%+2,70713F-HRTimeline
Curi Capital, LLC24,451$499K0.01%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC23,963$489K0.12%-12,44113F-HRTimeline
Dynamic Advisor Solutions LLC23,822$486K0.02%+53613F-HRTimeline
Steward Partners Investment Advisory, L…23,657$483K<0.01%+10013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp21,986$449K0.02%+1,52513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors21,297$435K0.06%+5,59413F-HRTimelineGroup
City State Bank20,914$427K0.13%013F-HRTimeline
Sovereign Financial Group, Inc.20,586$420K0.09%+2,63513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,190$412K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC19,954$407K<0.01%-1,40313F-HRTimelineGroup
Meridian Wealth Management, LLC19,718$402K0.02%-1,88313F-HRTimeline
CWM, LLCin group CWM, LLC19,090$390K<0.01%+313F-HRTimelineGroup
Consolidated Portfolio Review Corp17,819$364K0.05%+1713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,123$349K<0.01%+4313F-HRTimelineGroup
Revisor Wealth Management LLC15,960$343K0.12%013F-HRTimeline
Wedmont Private Capital15,303$327K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…15,729$321K0.03%+513F-HRTimeline
QTR Family Wealth, LLC15,166$310K0.19%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC14,545$297K0.1%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,540$297K0.02%-40713F-HRTimeline
SAX WEALTH ADVISORS, LLC14,500$296K0.02%013F-HRTimeline
Financial Insights, Inc.14,100$288K0.11%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,031$286K<0.01%-33713F-HRTimelineGroup
Capital Investment Counsel, LLC13,490$275K0.04%-1,36213F-HRTimeline
NTV Asset Management LLC13,340$272K0.03%013F-HRTimeline
Chicago Partners Investment Group LLC12,570$271K0.01%+9813F-HRTimeline
Sowell Financial Services LLC13,028$266K0.01%+1913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,822$262K<0.01%+813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,732$260K<0.01%new13F-HRTimelineGroup
Compass Financial Services Inc12,496$255K0.12%+3713F-HRTimeline
Creekside Partners12,394$253K0.12%-2,60413F-HRTimeline
Lifeworks Advisors, LLC12,180$249K0.04%-7,86713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,160$248K0.01%-13,17913F-HRTimelineGroup
Snowden Capital Advisors LLC12,014$245K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,940$244K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC11,939$244K<0.01%+4,47513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,812$241K<0.01%-10,64413F-HRTimelineGroup
Global Retirement Partners, LLC11,808$241K0.01%13F-HRTimeline
David J Yvars Group11,800$241K0.14%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,707$239K<0.01%-24713F-HRTimeline
SYNOVUS FINANCIAL CORP11,628$237K<0.01%+53613F-HRTimeline
Clearwater Capital Advisors, LLC11,597$237K0.02%-36913F-HRTimeline
B. Riley Wealth Advisors, Inc.11,585$236K0.01%-68813F-HRTimeline
Brookwood Investment Group LLC11,523$235K0.04%-12213F-HRTimeline
MATHER GROUP, LLC.11,496$235K<0.01%013F-HRTimeline
Focus Financial Network, Inc.11,448$234K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,223$229K0.01%-53613F-HRTimeline
Herold Advisors, Inc.11,216$229K0.05%+1313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC10,835$221K0.02%013F-HRTimeline
&PARTNERS10,808$219K<0.01%-5,04713F-HRTimeline
Family Firm, Inc.10,536$215K0.05%013F-HRTimeline
Kovack Advisors, Inc.10,472$214K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,393$212K<0.01%-64713F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,060$205K<0.01%+9,97813F-HRTimeline
Opus Capital Group, LLC9,920$202K0.02%013F-HRTimeline
Cornerstone Planning Group LLC9,514$197K0.04%-67413F-HRTimeline
Kozak & Associates, Inc.9,085$194K0.04%+11013F-HRTimeline
Arax Advisory Partners8,943$183K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC6,896$141K<0.01%+1,70013F-HRTimeline
New Republic Capital, LLC5,566$114K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,418$111K<0.01%+6613F-HRTimelineGroup
Bristlecone Advisors, LLC5,405$110K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,180$106K<0.01%013F-HRTimeline
Clearstead Advisors, LLC5,066$103K<0.01%-3,05613F-HRTimeline
Bangor Savings Bank4,811$98.2K0.01%013F-HRTimeline
Crews Bank & Trust4,690$95.7K0.02%-2,50013F-HRTimeline
Caldwell Trust Co4,280$87.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,099$83.7K0.01%-15113F-HRTimeline
LANARK FINANCIAL, INC.3,424$69K0.01%-76513F-HRTimeline
Aptus Capital Advisors, LLC3,273$66.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,502$51.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,477$50.6K<0.01%-1,26513F-HRTimeline
GPS Wealth Strategies Group, LLC2,375$48.5K0.01%013F-HRTimeline
Hurley Capital, LLC2,000$40.8K0.03%new13F-HRTimeline
Wagner Wealth Management, LLC1,893$38.6K0.01%+2313F-HRTimeline
Advanced Asset Management Advisors Inc1,880$38.4K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,875$38K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,682$34.3K<0.01%013F-HRTimelineGroup
MAI Capital Management1,681$34.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,634$33.4K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,519$31K0.02%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,489$30.4K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,463$29.9K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,431$29.2K0.01%+1813F-HRTimeline
Fortitude Family Office, LLC1,400$28.6K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,249$25K<0.01%-1313F-HRTimelineGroup
Rialto Wealth Management, LLC1,174$24K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$23.3K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,000$20.4K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$20.4K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,000$20.4K0.05%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC990$20.2K<0.01%013F-HRTimeline
Allworth Financial LP813$16.6K<0.01%+11013F-HRTimeline
CVA Family Office, LLC798$16.3K<0.01%013F-HRTimeline
NewSquare Capital LLC700$14.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC671$13.7K<0.01%+213F-HRTimeline
Fairman Group, LLC641$13.1K0.01%013F-HRTimeline
Addison Advisors LLC610$12.5K<0.01%-14013F-HRTimeline
Medallion Wealth Advisors, LLC540$11K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC512$10.4K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC500$10.2K<0.01%-22113F-HRTimeline
Parallel Advisors, LLC382$7.79K<0.01%+513F-HRTimeline
Vermillion Wealth Management, Inc.369$7.53K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA337$6.88K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$6.12K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC290$5.92K<0.01%013F-HRTimeline
Key Financial Inc249$5.08K<0.01%-25713F-HRTimeline
Qube Research & Technologies Ltd234$4.78K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management215$4.39K<0.01%-1,80513F-HRTimelineGroup
Sunbelt Securities, Inc.198$4.2K<0.01%-34813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC175$3.57K<0.01%new13F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC125$2.55K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\120$2.45K<0.01%-46413F-HRTimelineGroup
Dogwood Wealth Management LLC113$2.38K<0.01%+213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$82<0.01%-3213F-HRTimelineGroup
LRI Investments, LLC1$20<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.