Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
303K+ 18.19% |
$12.4M - $14.6M
|
1.97M
$99.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.6K+ 7.71% |
$2.12M - $2.49M
|
722K
$36.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.7K+ 27.0% |
$1.22M - $1.43M
|
140K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.6KNew |
$1.09M - $1.28M
|
26.6K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.5K+ 36.68% |
$1.05M - $1.23M
|
95.1K
$4.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 139.49% |
$855K - $1M
|
35.8K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 55.85% |
$697K - $818K
|
47.4K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.46KNew |
$347K - $408K
|
8.46K
$427K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
6.15KNew |
$252K - $296K
|
6.15K
$311K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.11K+ 12.61% |
$251K - $294K
|
54.5K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.9K+ 9.29% |
$242K - $284K
|
69.4K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.45KNew |
$224K - $263K
|
5.45K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.75KNew |
$195K - $229K
|
4.75K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.17KNew |
$171K - $201K
|
4.17K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.89KNew |
$160K - $187K
|
3.89K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.6K+ 0.43% |
$148K - $173K
|
846K
$42.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74K+ 5.29% |
$113K - $132K
|
54.6K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 3.03% |
$79.8K - $93.6K
|
66.1K
$3.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.92K+ 10.38% |
$78.7K - $92.4K
|
20.4K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.86K+ 3.63% |
$76.2K - $89.4K
|
53K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 3.63% |
$65.4K - $76.7K
|
45.4K
$2.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.53K+ 2.97% |
$62.9K - $73.8K
|
53.1K
$2.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.5K+ 17.36% |
$61.6K - $72.3K
|
10.1K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 13.66% |
$43.2K - $50.7K
|
8.75K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
905+ 14.3% |
$37.2K - $43.6K
|
7.23K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
810+ 1.21% |
$33.3K - $39K
|
67.9K
$3.43M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
597+ 5.07% |
$24.5K - $28.8K
|
12.4K
$625K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
537+ 3.12% |
$22K - $25.9K
|
17.8K
$897K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
510+ 8500.0% |
$20.9K - $24.6K
|
516
$26.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
459+ 0.41% |
$18.8K - $22.1K
|
113K
$5.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
345+ 1.65% |
$14.2K - $16.6K
|
21.3K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
293New |
$12K - $14.1K
|
293
$14.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
253+ 58.03% |
$10.4K - $12.2K
|
689
$34.8K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 0.59% |
$8.25K - $9.68K
|
34.3K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
162+ 952.94% |
$6.65K - $7.8K
|
179
$9.04K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
159+ 1.72% |
$6.53K - $7.66K
|
9.4K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
111New |
$4.56K - $5.35K
|
111
$5.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
58+ 0.25% |
$2.38K - $2.79K
|
22.9K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29+ 0.17% |
$1.19K - $1.4K
|
16.8K
$847K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.23% |
$780 - $915
|
8.15K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 0.25% |
$739 - $867
|
7.33K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 0.06% |
$616 - $723
|
23.5K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.15% |
$534 - $626
|
8.6K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.41% |
$205 - $241
|
1.21K
$61.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$164 - $193
|
1.04K
$52.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.44% |
$123 - $145
|
679
$34.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.08% |
$82.1 - $96.3
|
2.61K
$132K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.54% |
$82.1 - $96.3
|
373
$18.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.1% |
$205 - $241
|
5.19K
$262K
|