Institutional Ownership Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF). We have compiled data on the 600 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
940,811
shares
|
$42.2 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
905,165
shares
|
$40.6 Million
1.5% of portfolio
|
Q2 2025
Added 30898.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,780
shares
|
$39.8 Million
0.05% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
834,207
shares
|
$37.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
791,327
shares
|
$35.5 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
762,785
shares
|
$34.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
738,444
shares
|
$33.1 Million
6.68% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
734,389
shares
|
$32.9 Million
0.27% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
716,046
shares
|
$32.1 Million
5.27% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
686,277
shares
|
$30.8 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
682,970
shares
|
$30.6 Million
9.93% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
679,807
shares
|
$30.5 Million
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
659,459
shares
|
$29.6 Million
2.14% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
619,388
shares
|
$27.8 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
613,385
shares
|
$27.5 Million
0.03% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
607,164
shares
|
$27.2 Million
1.05% of portfolio
|
Q2 2025
Added 50.12%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
562,021
shares
|
$25.2 Million
1.51% of portfolio
|
Q3 2023
Added 413.82%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
560,276
shares
|
$25.1 Million
13.91% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
546,253
shares
|
$24.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
545,500
shares
|
$24.5 Million
0.52% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
534,386
shares
|
$24 Million
12.57% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
525,237
shares
|
$23.6 Million
9.92% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
511,883
shares
|
$23 Million
1.36% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
497,035
shares
|
$22.3 Million
3.42% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
493,135
shares
|
$22.1 Million
0.88% of portfolio
|
Q1 2024
Reduced 12.21%
|