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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
5,070
shares
|
$256,136
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$252,600
0.01% of portfolio
|
Q2 2025
Reduced 37.69%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,900
shares
|
$247,548
0.02% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,749
shares
|
$239,919
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,664
shares
|
$235,625
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,646
shares
|
$234,715
0.0% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,495
shares
|
$227,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
4,170
shares
|
$210,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$202,080
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
3,890
shares
|
$196,522
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,786
shares
|
$191,268
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,977
shares
|
$150,398
0.0% of portfolio
|
Q1 2025
Reduced 97.26%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,605
shares
|
$131,604
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,520
shares
|
$127,310
0.01% of portfolio
|
Q2 2023
Added 12500.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,258
shares
|
$114,074
0.08% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,950
shares
|
$98,514
0.01% of portfolio
|
Q4 2024
Reduced 36.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,650
shares
|
$83,358
0.01% of portfolio
|
Q1 2025
Added 164900.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,520
shares
|
$76,790
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,425
shares
|
$71,991
0.0% of portfolio
|
Q3 2022
Added 10.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
1,380
shares
|
$69,717
0.02% of portfolio
|
Q1 2021
Reduced 5.48%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
1,358
shares
|
$68,606
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,213
shares
|
$61,280
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,175
shares
|
$59,361
0.0% of portfolio
|
Q3 2018
Reduced 0.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,054
shares
|
$53,248
0.01% of portfolio
|
Q2 2025
Reduced 43.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,041
shares
|
$52,591
0.0% of portfolio
|
Q2 2025
Added 0.39%
|