Institutional Ownership Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
578,813
shares
|
$41.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
283,051
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.32%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
222,809
shares
|
$16.1 Million
1.75% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
212,785
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
Added 107.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
176,027
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,298
shares
|
$9.54 Million
0.01% of portfolio
|
Q3 2024
Added 58.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,175
shares
|
$9.54 Million
0.01% of portfolio
|
Q3 2024
Added 59.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
103,250
shares
|
$7.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 60.94%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
92,521
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
89,994
shares
|
$6.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
83,600
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
83,365
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
81,687
shares
|
$5.89 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
69,872
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Added 85.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
51,586
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.22%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
48,493
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
46,524
shares
|
$3.36 Million
1.31% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
40,163
shares
|
$2.9 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
37,772
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 77.37%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
37,088
shares
|
$2.68 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,882
shares
|
$2.37 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
32,132
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,581
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
28,435
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
26,771
shares
|
$1.93 Million
0.22% of portfolio
|
Q2 2025
Added 14.98%
|