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 607 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 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
|
$42.6 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
|
$41 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
|
$40.2 Million
0.05% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
834,207
shares
|
$37.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
785,279
shares
|
$35.6 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
761,075
shares
|
$34.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
738,444
shares
|
$33.5 Million
6.68% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
734,389
shares
|
$33.3 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
|
$32.4 Million
5.27% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
682,970
shares
|
$30.9 Million
9.93% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
681,499
shares
|
$30.9 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
679,807
shares
|
$30.8 Million
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
655,599
shares
|
$29.7 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
619,388
shares
|
$28.1 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
613,385
shares
|
$27.8 Million
0.03% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
607,164
shares
|
$27.5 Million
1.05% of portfolio
|
Q2 2025
Added 50.12%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
574,412
shares
|
$26 Million
14.01% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
562,021
shares
|
$25.5 Million
1.51% of portfolio
|
Q3 2023
Added 413.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
546,253
shares
|
$24.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
540,729
shares
|
$24.5 Million
9.62% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
537,184
shares
|
$24.3 Million
0.03% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
534,386
shares
|
$24.2 Million
12.57% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
527,133
shares
|
$23.9 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
511,883
shares
|
$23.2 Million
1.36% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
497,035
shares
|
$22.5 Million
3.42% of portfolio
|
Q2 2025
Added 2.69%
|