Who Owns Invesco Leisure and Entertainment ETF (PEJ)?Hedge Fund & Institutional Holders

$57.36-0.03 (-0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.43391400097098e+144T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$42.84$47.68$52.52$57.35$62.19Sep 24Jun 25Mar 26

PEJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Janney Montgomery Scott LLCNew Position+71K+$4.0M
Outlook Wealth Advisors, LLCNew Position+18K+$1.1M
Ironwood Financial, llcNew Position+8K+$490K
Gateway Wealth Partners, LLCNew Position+5K+$316K
Guardian Asset Advisors, LLCNew Position+4K+$238K
Western Financial Corp/CANew Position+3K+$206K
CWM, LLCNew Position+3K+$183K
HAZLETT, BURT & WATSON, INC.New Position+3K+$162K
Mirae Asset Global Investments Co., Ltd.New Position+3K+$159K
Physician Wealth Advisors, Inc.New Position+2K+$120K
Sound Income Strategies, LLCNew Position+2K+$116K
Golden State Wealth Management, LLCNew Position+500+$30K
New England Capital Financial Advisors LLCNew Position+94+$5K
PRIVATE TRUST CO NANew Position+55+$3K
WHITTIER TRUST CONew Position+23+$1K

PEJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-554K-$34.6B
MORGAN STANLEYDecreased-254K-$30.1B
BANK OF AMERICA CORP /DE/Decreased-125K-$12.4B
RAYMOND JAMES FINANCIAL INCDecreased-115K-$11.4B
LPL Financial LLCDecreased-52K-$10.0B
GOLDMAN SACHS GROUP INCDecreased-13K-$8.8B
WELLS FARGO & COMPANY/MNDecreased-16K-$7.9B
ROYAL BANK OF CANADADecreased-89K-$6.0B
UBS Group AGDecreased-39K-$4.6B
Black Swift Group, LLCClosed Position-48K-$2.9B
OSAIC HOLDINGS, INC.Decreased-11K-$2.0B
JPMORGAN CHASE & CODecreased-176-$1.8B
Integrated Wealth Concepts LLCClosed Position-29K-$1.8B
NWF Advisory Services Inc.Closed Position-41K-$1.7B
Nilsine Partners, LLCClosed Position-25K-$1.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO297,918$14.3M0.01%Share
2MORGAN STANLEY243,734$14.0M0.00%Share
3Anchor Investment Management, LLC158$9.7M0.00%Share
4GOLDMAN SACHS GROUP INC131,167$8.0M0.00%Share
5PRUDENTIAL PLC98,600$6.0M0.05%Share
6LPL Financial LLC113,158$6.0M0.00%Share
7WELLS FARGO & COMPANY/MN81,853$5.0M0.00%Share
8Janney Montgomery Scott LLC71,008$4.0M0.01%Share
9RAYMOND JAMES FINANCIAL INC60,368$3.0M0.00%Share
10BNP PARIBAS FINANCIAL MARKETS60,093$3.0M0.00%Share
11KWMG, LLC38,432$2.4M0.20%Share
12UBS Group AG33,916$2.1M0.00%Share
13BANK OF AMERICA CORP /DE/48,683$2.0M0.00%Share
14Outlook Wealth Advisors, LLC18,215$1.1M0.25%Share
15OSAIC HOLDINGS, INC.23,019$1.0M0.00%Share
16WELLS FARGO & COMPANY/MN32,481$1.0M0.00%Share
17BANK OF AMERICA CORP /DE/29,468$1.0M0.00%Share
18HighTower Advisors, LLC17,218$1.0M0.00%Share
19JPMORGAN CHASE & CO30,000$1.0M0.00%Share
20Ironwood Financial, llc7,938$490K0.08%Share
21Navis Wealth Advisors, LLC7,642$468K0.20%Share
22FLAGSHIP HARBOR ADVISORS, LLC7,426$455K0.02%Share
23Gateway Wealth Partners, LLC5,157$316K0.04%Share
24Quadcap Wealth Management, LLC4,062$249K0.03%Share
25Wealthcare Advisory Partners LLC3,980$244K0.00%Share
26Guardian Asset Advisors, LLC3,886$238K0.12%Share
27First International Bank of Israel Ltd.3,789$232K0.11%Share
28Western Financial Corp/CA3,375$206K0.08%Share
29CWM, LLC2,986$183K0.00%Share
30Mirae Asset Global Investments Co., Ltd.2,600$159K0.00%Share
31Heritage Trust Co2,523$154K0.02%Share
32Heritage Trust Co2,522$154K0.02%Share
33UBS Group AG2,038$124K0.00%Share
34Physician Wealth Advisors, Inc.1,966$120K0.02%Share
35Sound Income Strategies, LLC1,895$116K0.01%Share
36Stelac Advisory Services LLC1,880$115K0.04%Share
37HAZLETT, BURT & WATSON, INC.1,560$96K0.03%Share
38UBS Group AG1,240$76K0.00%Share
39COMERICA BANK1,100$67K0.00%Share
40HARBOUR INVESTMENTS, INC.1,024$62K0.00%Share
41HAZLETT, BURT & WATSON, INC.780$48K0.02%Share
42Bernard Wealth Management Corp.750$45K0.02%Share
43MGB Wealth Management, LLC750$45K0.01%Share
44Golden State Wealth Management, LLC500$30K0.00%Share
45Founders Financial Alliance, LLC400$24K0.00%Share
46Farther Finance Advisors, LLC373$22K0.00%Share
47HAZLETT, BURT & WATSON, INC.300$18K0.01%Share
48New England Capital Financial Advisors LLC94$5K0.00%Share
49PRIVATE TRUST CO NA55$3K0.00%Share
50WHITTIER TRUST CO23$1K0.00%Share

PEJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202580$90.2M+11
Q3 202569$159.3B-13
Q2 202582$125.2B-11
Q1 202593$173.6B+4
Q4 202489$14.3T+17
Q3 202472$54.2T-9
Q2 202481$54.1T+4
Q1 202477$52.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PEJ (Invesco Leisure and Entertainment ETF). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $14.3M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PEJ?

As of Q4 2025, 50 institutional investors report holding PEJ (Invesco Leisure and Entertainment ETF) in their 13F filings.

Who is the largest institutional holder of PEJ?

The largest institutional holder of PEJ is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $14.3M in shares.

Is institutional ownership of PEJ increasing or decreasing?

This quarter, 15 institutions opened new positions in PEJ and 4 closed their positions.