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 125 institutions that hold shares in the stock, with a total of 8.91 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,044,114
shares
|
$92.3 Million
0.04% of portfolio
|
Q2 2024
Reduced 12.45%
|
|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
831,887
shares
|
$37.6 Million
5.48% of portfolio
|
Q2 2024
Added 1.03%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
673,190
shares
|
$30.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
449,214
shares
|
$20.3 Million
0.03% of portfolio
|
Q2 2024
Added 4.83%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
427,285
shares
|
$19.3 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
426,029
shares
|
$19.2 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
370,307
shares
|
$16.7 Million
0.01% of portfolio
|
Q2 2024
Added 59.62%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
288,552
shares
|
$13 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
216,393
shares
|
$9.77 Million
0.11% of portfolio
|
Q2 2024
Added 3.11%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
208,817
shares
|
$9.43 Million
0.29% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
173,026
shares
|
$7.81 Million
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jul 12, 2024 Q2 2024 |
139,730
shares
|
$6.31 Million
0.97% of portfolio
|
Q2 2024
Added 52.78%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
137,529
shares
|
$6.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 49.14%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
131,799
shares
|
$5.95 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
117,939
shares
|
$5.32 Million
0.11% of portfolio
|
Q2 2024
Added 0.23%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
117,679
shares
|
$5.31 Million
0.22% of portfolio
|
Q4 2022
Reduced 14.06%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
112,613
shares
|
$5.08 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
108,291
shares
|
$4.89 Million
0.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
107,882
shares
|
$4.87 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
104,707
shares
|
$4.73 Million
0.07% of portfolio
|
Q2 2024
Added 33.08%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
89,253
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
74,515
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2024
Added 8.59%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
62,074
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2024
Added 7.51%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
61,501
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2024
Added 0.1%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
58,086
shares
|
$2.62 Million
0.13% of portfolio
|
Q2 2024
Added 9.5%
|