Institutional Ownership Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 9.94 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,664,500
shares
|
$78.4 Million
0.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
842,683
shares
|
$39.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
669,914
shares
|
$31.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
472,349
shares
|
$22.2 Million
3.38% of portfolio
|
Q1 2025
Reduced 40.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
464,656
shares
|
$21.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
431,127
shares
|
$20.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
428,726
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
427,285
shares
|
$20.1 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
384,769
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
274,405
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
235,612
shares
|
$11.1 Million
0.14% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
208,817
shares
|
$9.83 Million
0.29% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
152,414
shares
|
$7.18 Million
0.3% of portfolio
|
Q1 2025
Added 167.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
123,167
shares
|
$5.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
119,460
shares
|
$5.62 Million
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
115,308
shares
|
$5.43 Million
0.42% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
112,919
shares
|
$5.32 Million
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
112,613
shares
|
$5.3 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
110,122
shares
|
$5.18 Million
0.0% of portfolio
|
Q1 2025
Added 1988.81%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
109,931
shares
|
$5.18 Million
0.73% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
106,360
shares
|
$5.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
105,521
shares
|
$4.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
102,205
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
89,866
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
87,196
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Added 9.87%
|