Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
105K+ 1988.81% |
$4.71M - $5.05M
|
110K
$5.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
95.5K+ 167.64% |
$4.29M - $4.6M
|
152K
$7.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68K+ 4.26% |
$3.05M - $3.28M
|
1.66M
$78.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37K+ 9.45% |
$1.66M - $1.78M
|
429K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16.7KNew |
$752K - $806K
|
16.7K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2KNew |
$729K - $782K
|
16.2K
$764K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.9KNew |
$671K - $720K
|
14.9K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 11.95% |
$490K - $526K
|
102K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.84K+ 1.18% |
$442K - $474K
|
843K
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.59KNew |
$386K - $414K
|
8.59K
$404K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
$367K - $393K
|
8.17K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.03KNew |
$360K - $387K
|
8.03K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.83K+ 9.87% |
$352K - $377K
|
87.2K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.51K+ 12.1% |
$337K - $362K
|
69.6K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.9K+ 12.84% |
$265K - $284K
|
51.9K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.06K+ 14.17% |
$227K - $244K
|
40.8K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 8.4% |
$221K - $237K
|
63.5K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$210K - $225K
|
4.66K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.52K+ 1.67% |
$203K - $218K
|
274K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.99K+ 3.58% |
$179K - $192K
|
115K
$5.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.43K+ 7.05% |
$154K - $165K
|
52.1K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.06K+ 9.83% |
$137K - $147K
|
34.1K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.01K+ 1.3% |
$135K - $145K
|
236K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.93K+ 17.12% |
$132K - $141K
|
20.1K
$944K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.65KNew |
$119K - $128K
|
2.65K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.08K+ 11.04% |
$93.6K - $100K
|
21K
$987K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 164900.0% |
$74.1K - $79.4K
|
1.65K
$77.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.57K+ 73.04% |
$70.6K - $75.7K
|
3.72K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 23.79% |
$66.5K - $71.3K
|
7.7K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.31K+ 7.63% |
$58.9K - $63.2K
|
18.5K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.16K+ 2.27% |
$52K - $55.7K
|
52.1K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.13K+ 2.25% |
$50.9K - $54.6K
|
51.6K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 1.76% |
$49.9K - $53.5K
|
64.1K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1K+ 1.43% |
$49.3K - $52.9K
|
77.7K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 2.91% |
$49.1K - $52.7K
|
38.6K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02K+ 13.08% |
$45.9K - $49.2K
|
8.84K
$416K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.01K+ 15.22% |
$45.1K - $48.4K
|
7.61K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 3.41% |
$45.1K - $48.3K
|
30.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
715+ 6.46% |
$32.1K - $34.4K
|
11.8K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
692+ 1.6% |
$31.1K - $33.3K
|
43.8K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
391+ 0.35% |
$17.6K - $18.8K
|
113K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
385+ 0.32% |
$17.3K - $18.5K
|
119K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
352New |
$15.8K - $17K
|
352
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194+ 1.41% |
$8.71K - $9.35K
|
14K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
190+ 3.09% |
$8.53K - $9.15K
|
6.33K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$7.19K - $7.71K
|
160
$7.53K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
96+ 8.85% |
$4.31K - $4.63K
|
1.18K
$55.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22+ 0.27% |
$988 - $1.06K
|
8.17K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.08% |
$809 - $867
|
22.9K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.23% |
$764 - $819
|
7.31K
$344K
|