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 144 institutions that hold shares in the stock, with a total of 9.15 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,754
shares
|
$442,252
0.01% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,601
shares
|
$434,522
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,562
shares
|
$432,552
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
8,461
shares
|
$427,449
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,148
shares
|
$411,636
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,101
shares
|
$409,262
0.0% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,025
shares
|
$405,423
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,631
shares
|
$385,518
0.0% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,412
shares
|
$374,454
0.05% of portfolio
|
Q1 2024
Added 2.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,327
shares
|
$370,160
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,234
shares
|
$365,461
0.02% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,816
shares
|
$344,344
0.02% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,646
shares
|
$335,755
0.0% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
6,485
shares
|
$327,622
0.26% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
6,400
shares
|
$323,328
0.0% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,379
shares
|
$322,267
0.0% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
6,148
shares
|
$310,596
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,019
shares
|
$304,079
0.03% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
6,000
shares
|
$303,120
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
5,894
shares
|
$297,764
0.03% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,594
shares
|
$282,608
0.01% of portfolio
|
Q2 2025
Reduced 97.63%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
5,471
shares
|
$276,394
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,454
shares
|
$275,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,186
shares
|
$261,996
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
5,120
shares
|
$258,662
0.14% of portfolio
|
Q4 2023
New holding
|