PXEINVESCO EXCHANGE TRADED FD T
CUSIP 46137V761 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (PXE) has 54 institutional holders in Filings Flow’s 13F database, together reporting 1.08M shares worth $39M as of Q1 2026. The largest reported holders are Morgan Stanley, Cetera Investment Advisers, and Foundations Investment Advisors, LLC.
Institutional Holders
54
Q1 2026
Reported Value
$39M
Ticker
PXE
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.33% | $2M | 57.0K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.12% | $467,656 | 11.9K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.12% | $1M | 40.5K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 28.4K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.05% | $4M | 100.8K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.04% | $141,050 | 5.0K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.03% | $44,335 | 1.1K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $765,534 | 19.5K | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.02% | $57,298 | 2.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $279,692 | 7.1K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $181,544 | 4.6K | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.01% | $1M | 30.0K | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $15,680 | 400 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $5M | 119.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $248,759 | 8.9K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 80.3K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.00% | $10,000 | 250 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $148,563 | 3.8K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $34,151 | 1.2K | Q3 2025OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $5,401 | 138 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $361,841 | 12.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $95,086 | 3.4K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $49,627 | 1.3K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $21,233 | 542 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $832,910 | 29.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $233,203 | 5.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $383,000 | 9.8K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 50.0K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $10,146 | 363 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $6,172 | 210 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $433,668 | 11.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 59.6K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $6,938 | 177 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 251.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $272,860 | 7.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $66,209 | 1.7K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $1M | 34.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $292,354 | 7.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $19,600 | 500 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $19,600 | 500 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $651,613 | 16.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 51.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,028 | 80 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,851 | 102 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $15,369 | 406 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $36,615 | 1.3K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,799 | 100 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $863,223 | 22.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $641,273 | 16.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $280,637 | 7.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $11,015 | 281 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $6,938 | 177 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $392,392 | 14.0K | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $13,994 | 357 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $123,480 | 3.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,969 | 67 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $5,527 | 141 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $13,321 | 339 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $348 | 9 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $15,406 | 393 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $44,000 | 1.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2,234 | 57 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,000 | 196 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $17,902 | 457 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $196 | 7 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6,410 | 228 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $403 | 10 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $897 | 23 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.