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 146 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $486 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,596,507
shares
|
$76.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
832,843
shares
|
$39.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
798,646
shares
|
$38.2 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
682,880
shares
|
$32.7 Million
0.0% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
464,656
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
439,631
shares
|
$21 Million
0.31% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
427,285
shares
|
$20.4 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
391,719
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
384,769
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
269,886
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
232,598
shares
|
$11.1 Million
0.12% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
208,817
shares
|
$9.99 Million
0.29% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
125,230
shares
|
$5.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
119,221
shares
|
$5.7 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
119,075
shares
|
$5.7 Million
0.11% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
114,645
shares
|
$5.48 Million
0.0% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
112,613
shares
|
$5.39 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
112,528
shares
|
$5.38 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
111,322
shares
|
$5.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
108,476
shares
|
$5.19 Million
0.0% of portfolio
|
Q4 2024
Added 3543.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
107,217
shares
|
$5.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
107,006
shares
|
$5.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
94,206
shares
|
$4.51 Million
0.01% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
91,295
shares
|
$4.37 Million
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
86,335
shares
|
$4.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 32.0%
|