Who owns PEJ?
Invesco Dynamic Leisure and Entertainment ETF · Invesco
87 institutions reported holding PEJ, worth $98.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PEJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kingsview Wealth Management, LLC | Grants Pass, OR | $19.5M | 293,668 | +21,502 shares |
| Morgan Stanley | New York, NY | $10.9M | 163,223 | +1,948 shares |
| Goldman Sachs Group Inc. | New York, NY | $8.3M | 124,391 | −14,225 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.2M | 108,036 | −90,788 shares |
| Wells Fargo & Company | San Francisco, CA | $5.7M | 85,841 | +1,273 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $4.7M | 70,488 | −292 shares |
| BNP Paribas Financial Markets | Paris, France | $4.7M | 70,393 | +30,300 shares |
| LPL Financial LLC | Fort Mill, SC | $4.6M | 68,446 | −580 shares |
| Bank of America Corp. | Charlotte, NC | $4.4M | 66,339 | −6,514 shares |
| Prudential PLC | London, United Kingdom | $3.5M | 52,900 | −34,700 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PEJ?
87 institutional managers reported holding PEJ in Form 13F filings for June 30, 2026, worth $98.1M in total. The largest reported position was held by Kingsview Wealth Management, LLC, at $19.5M.
Did institutions buy or sell PEJ last quarter?
Reported 13F value rose 8.9% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PEJ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.