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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.97 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
|
$40.8 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,780
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
845,934
shares
|
$36.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
791,327
shares
|
$34.3 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
774,816
shares
|
$33.6 Million
0.05% of portfolio
|
Q1 2025
Added 186.76%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
738,444
shares
|
$32 Million
6.68% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
725,772
shares
|
$31.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
692,899
shares
|
$30 Million
10.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
691,425
shares
|
$30 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
676,649
shares
|
$29.3 Million
0.06% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
673,512
shares
|
$29.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 59.44%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
659,459
shares
|
$28.6 Million
2.14% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
620,416
shares
|
$26.9 Million
1.68% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
599,669
shares
|
$26 Million
0.03% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
562,021
shares
|
$24.4 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
|
$24.3 Million
13.91% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
546,253
shares
|
$23.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
544,882
shares
|
$23.6 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
539,206
shares
|
$23.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
534,386
shares
|
$23.2 Million
12.57% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
525,237
shares
|
$22.8 Million
9.92% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
511,883
shares
|
$22.2 Million
1.36% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
503,660
shares
|
$21.8 Million
3.42% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
497,035
shares
|
$21.5 Million
3.42% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
493,135
shares
|
$21.4 Million
0.9% of portfolio
|
Q1 2024
Reduced 12.21%
|