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 561 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $5.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
941,465
shares
|
$37.7 Million
2.78% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,780
shares
|
$35.5 Million
0.05% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
844,139
shares
|
$33.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
810,807
shares
|
$32.5 Million
0.95% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
760,357
shares
|
$30.5 Million
0.3% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
702,872
shares
|
$28.2 Million
11.27% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
699,490
shares
|
$28 Million
6.43% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
691,816
shares
|
$27.7 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
665,845
shares
|
$26.7 Million
0.06% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
598,037
shares
|
$24 Million
1.58% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
569,145
shares
|
$22.8 Million
0.03% of portfolio
|
Q4 2024
Added 14.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
565,016
shares
|
$22.6 Million
0.0% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
564,318
shares
|
$22.6 Million
10.79% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
562,021
shares
|
$22.5 Million
1.51% of portfolio
|
Q3 2023
Added 413.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
550,193
shares
|
$22 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
540,397
shares
|
$21.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
530,969
shares
|
$21.3 Million
3.74% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
517,847
shares
|
$20.7 Million
9.42% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
514,574
shares
|
$20.6 Million
1.82% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
511,883
shares
|
$20.5 Million
1.36% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
493,135
shares
|
$19.8 Million
0.9% of portfolio
|
Q1 2024
Reduced 12.21%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
469,184
shares
|
$18.8 Million
9.75% of portfolio
|
Q4 2024
Added 28.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
466,434
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
458,038
shares
|
$18.3 Million
3.68% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
456,847
shares
|
$18.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.66%
|