Who Owns INVESCO EXCHANGE TRADED FD T (PSP)? -- Institutional Holders (2026-06-30)
112 institutions reported holding $132.5M of INVESCO EXCHANGE TRADED FD T (PSP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($19.5M), BANK OF AMERICA CORP /DE/ ($17.0M), Endowment Wealth Management, Inc. ($12.9M), WELLS FARGO & COMPANY/MN ($8.5M), Aletheian Wealth Advisors LLC ($8.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $19.5M | 349,507 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $17.0M | 305,543 | Added |
| 3 | Endowment Wealth Management, Inc. | $12.9M | 232,282 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $8.5M | 152,514 | Added |
| 5 | Aletheian Wealth Advisors LLC | $8.2M | 146,352 | Added |
| 6 | LPL Financial LLC | $7.2M | 129,608 | Trimmed |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $5.8M | 104,906 | New |
| 8 | First Interstate Bank | $5.8M | 104,099 | New |
| 9 | Crestwood Advisors Group, LLC | $3.9M | 70,000 | Hold |
| 10 | JANE STREET GROUP, LLC | $3.2M | 57,852 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 54,216 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 53,018 | Added |
| 13 | CITADEL ADVISORS LLC | $2.7M | 49,188 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.0M | 36,544 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $1.9M | 33,916 | Trimmed |
| 16 | FLOW TRADERS U.S. LLC | $1.8M | 31,832 | New |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 29,130 | Added |
| 18 | Global Retirement Partners, LLC | $1.5M | 27,416 | Added |
| 19 | UBS Group AG | $1.5M | 27,335 | Added |
| 20 | OSAIC HOLDINGS, INC. | $1.2M | 22,299 | Added |
| 21 | Nuveen, LLC | $1.2M | 21,062 | New |
| 22 | Darwin Wealth Management, LLC | $1.1M | 20,341 | Added |
| 23 | Arax Advisory Partners | $972,812 | 17,466 | Added |
| 24 | O'ROURKE & COMPANY, Inc | $917,239 | 16,467 | Added |
| 25 | Royal Bank of Canada | $911,000 | 16,356 | Added |
Source: SEC Form 13F filings · as of 2026-06-30