Institutional Ownership Invesco Exchange Traded Fd Tr (PFI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFI). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 1.31 Million shares, which have been reported (via 13F filing form) to have a value of $74.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
554,536
shares
|
$31.5 Million
0.14% of portfolio
|
Q2 2025
Added 5573.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
281,793
shares
|
$16 Million
1.84% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
98,587
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
54,876
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
44,769
shares
|
$2.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
42,935
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
36,005
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
35,313
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
18,124
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,956
shares
|
$964,626
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,177
shares
|
$920,309
0.25% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
14,101
shares
|
$802,205
0.02% of portfolio
|
Q2 2025
Added 22.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11,840
shares
|
$673,577
0.0% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10,135
shares
|
$576,580
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,477
shares
|
$482,256
0.04% of portfolio
|
Q2 2025
Added 143.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,564
shares
|
$430,315
0.0% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,155
shares
|
$407,047
0.01% of portfolio
|
Q2 2025
Added 30.71%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
6,977
shares
|
$396,921
0.16% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
5,973
shares
|
$339,803
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,973
shares
|
$339,803
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,602
shares
|
$318,697
0.0% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,041
shares
|
$286,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,997
shares
|
$284,279
0.13% of portfolio
|
Q2 2025
Reduced 71.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,969
shares
|
$225,796
0.0% of portfolio
|
Q2 2025
Reduced 23.97%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,900
shares
|
$221,871
0.0% of portfolio
|
Q3 2023
New holding
|