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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
17+ 0.32% |
$764 - $819
|
5.33K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$764 - $819
|
17
$800
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 0.06% |
$674 - $723
|
23.4K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.12% |
$494 - $530
|
9.25K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.42% |
$225 - $241
|
1.21K
$56.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$180 - $193
|
1.04K
$48.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.54% |
$89.8 - $96.4
|
371
$17.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.02% |
$89.8 - $96.4
|
8.13K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.3% |
$89.8 - $96.4
|
676
$31.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.08% |
$89.8 - $96.4
|
2.6K
$123K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-120- 4.53% |
$5.39K - $5.78K
|
2.53K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-222- 0.57% |
$9.97K - $10.7K
|
38.6K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-260- 52.21% |
$11.7K - $12.5K
|
238
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-423- 6.16% |
$19K - $20.4K
|
6.44K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-453- 3.88% |
$20.3K - $21.8K
|
11.2K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-468- 0.69% |
$21K - $22.5K
|
67.1K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-479- 0.94% |
$21.5K - $23.1K
|
50.3K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-492- 1.33% |
$22.1K - $23.7K
|
36.6K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-643- 2.7% |
$28.9K - $31K
|
23.1K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-644- 3.2% |
$28.9K - $31K
|
19.5K
$918K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-650- 4.92% |
$29.2K - $31.3K
|
12.6K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-700Closed |
$31.4K - $33.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-857- 0.8% |
$38.5K - $41.3K
|
106K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-944- 16.1% |
$42.4K - $45.5K
|
4.92K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-973- 5.35% |
$43.7K - $46.9K
|
17.2K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 12.91% |
$46.1K - $49.5K
|
6.93K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.13K- 2.01% |
$50.8K - $54.5K
|
55.2K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.17K- 2.36% |
$52.6K - $56.4K
|
48.4K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.26K- 10.82% |
$56.5K - $60.6K
|
10.4K
$488K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.27K- 97.69% |
$56.9K - $61K
|
30
$1.41K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32K- 14.62% |
$59.3K - $63.6K
|
7.71K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.49K- 1.39% |
$66.7K - $71.5K
|
106K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.51K- 22.58% |
$68K - $72.9K
|
5.19K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.86K- 50.0% |
$83.6K - $89.7K
|
1.86K
$87.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 18.43% |
$87.8K - $94.1K
|
8.65K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 1.65% |
$92.7K - $99.4K
|
123K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.24K- 48.1% |
$101K - $108K
|
2.42K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.34K- 4.61% |
$195K - $209K
|
89.9K
$4.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.44K- 7.81% |
$289K - $310K
|
76K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.51K- 27.63% |
$338K - $362K
|
19.7K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.5K- 1.93% |
$382K - $410K
|
431K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.29K- 7.79% |
$417K - $448K
|
110K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 1.9% |
$582K - $625K
|
670K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.3K- 73.48% |
$641K - $688K
|
5.15K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.4K- 45.69% |
$2.35M - $2.52M
|
62.3K
$2.93M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-62.9K- 92.27% |
$2.83M - $3.03M
|
5.27K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.4K- 74.62% |
$2.89M - $3.1M
|
21.9K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-105K- 97.26% |
$4.74M - $5.08M
|
2.98K
$140K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-326K- 40.86% |
$14.7M - $15.7M
|
472K
$22.2M
|