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 |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
493,135
shares
|
$22.3 Million
0.88% of portfolio
|
Q1 2024
Reduced 12.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
486,251
shares
|
$22 Million
0.04% of portfolio
|
Q2 2025
Added 35.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
466,434
shares
|
$21.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
453,808
shares
|
$20.6 Million
2.8% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
426,310
shares
|
$19.3 Million
7.93% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
424,687
shares
|
$19.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
401,259
shares
|
$18.2 Million
0.08% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
388,865
shares
|
$17.6 Million
0.05% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
380,688
shares
|
$17.2 Million
10.6% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
356,400
shares
|
$16.1 Million
3.37% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
343,662
shares
|
$15.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
336,570
shares
|
$15.2 Million
0.03% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
334,657
shares
|
$15.2 Million
5.62% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
329,674
shares
|
$14.9 Million
0.03% of portfolio
|
Q3 2023
Added 389.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
325,300
shares
|
$14.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
324,413
shares
|
$14.7 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
319,653
shares
|
$14.5 Million
1.27% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
313,519
shares
|
$14.2 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
309,216
shares
|
$14 Million
6.19% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
307,259
shares
|
$13.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
306,195
shares
|
$13.9 Million
0.06% of portfolio
|
Q2 2023
Reduced 79.85%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
304,284
shares
|
$13.8 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
302,341
shares
|
$13.7 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
275,930
shares
|
$12.5 Million
0.72% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
272,901
shares
|
$12.4 Million
5.97% of portfolio
|
Q3 2025
Reduced 4.1%
|