Who Owns PEJ?
Invesco Leisure and Entertainment ETF — Institutional Ownership & 13F Holdings
$60.31
-0.03 (-0.04%)
Market Cap
$252.9M
Shares Outstanding
4,099,949
Institutional Holders
92
Total Inst. Value
$664.2M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
23
Closed Positions
20
Increased
26
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $519.2M | 10,672 |
| 2 | HighTower Advisors, LLC | $27.7M | 569,642 |
| 3 | MORGAN STANLEY | $22.4M | 459,612 |
| 4 | BANK OF AMERICA CORP /DE/ | $13.6M | 279,551 |
| 5 | JPMORGAN CHASE & CO | $12.6M | 260,000 |
| 6 | RAYMOND JAMES FINANCIAL INC | $10.3M | 211,866 |
| 7 | GOLDMAN SACHS GROUP INC | $9.0M | 185,696 |
| 8 | PRUDENTIAL PLC | $8.6M | 176,500 |
| 9 | WELLS FARGO & COMPANY/MN | $7.9M | 161,773 |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $4.4M | 90,393 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +557K | $27.7M |
| MORGAN STANLEY | +372K | $22.4M |
| BANK OF AMERICA CORP /DE/ | +81K | $13.6M |
| JPMORGAN CHASE & CO | +260K | $12.6M |
| RAYMOND JAMES FINANCIAL INC | +187K | $10.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| PRUDENTIAL PLC | -34K | $8.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | -5K | $1K |
| Integrated Wealth Concepts LLC | -4K | $1.5M |
| Cetera Investment Advisers | -3K | $422K |
| Federation des caisses Desjardins du Quebec | -2K | $48K |
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Frequently Asked Questions
How many institutional investors hold PEJ?
As of Q1 2025, 92 institutional investors report holding PEJ (Invesco Leisure and Entertainment ETF) in their 13F filings.
Which hedge fund owns the most PEJ?
The largest institutional holder of PEJ is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $519.2M in shares.
Are institutions buying or selling PEJ?
This quarter, 23 institutions opened new positions in PEJ and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.