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 120 institutions that hold shares in the stock, with a total of 4.61 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
648,080
shares
|
$41.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
622,342
shares
|
$39.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
428,768
shares
|
$27.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
264,332
shares
|
$16.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
255,095
shares
|
$16.3 Million
1.53% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
238,839
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
166,877
shares
|
$10.7 Million
0.03% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,298
shares
|
$8.46 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
|
$8.45 Million
0.01% of portfolio
|
Q3 2024
Added 59.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
125,050
shares
|
$8 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
109,541
shares
|
$7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
108,808
shares
|
$6.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
102,557
shares
|
$6.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
95,925
shares
|
$6.13 Million
0.02% of portfolio
|
Q1 2025
Added 59.36%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
92,742
shares
|
$5.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 44.72%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
86,421
shares
|
$5.53 Million
0.76% of portfolio
|
Q1 2025
Added 24.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
62,544
shares
|
$4 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
57,728
shares
|
$3.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
48,380
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
41,822
shares
|
$2.67 Million
1.38% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
36,135
shares
|
$2.31 Million
0.94% of portfolio
|
Q1 2025
Reduced 59.1%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
34,531
shares
|
$2.21 Million
0.13% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
33,924
shares
|
$2.17 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,882
shares
|
$2.1 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
32,782
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2025
New holding
|