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 119 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
639,185
shares
|
$46.8 Million
0.0% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
627,147
shares
|
$45.9 Million
0.02% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
476,565
shares
|
$34.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
299,735
shares
|
$21.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
248,394
shares
|
$18.2 Million
1.78% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
248,083
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
167,759
shares
|
$12.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
163,366
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
155,898
shares
|
$11.4 Million
0.04% of portfolio
|
Q4 2024
Added 49.13%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
148,685
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
Added 50.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
132,604
shares
|
$9.7 Million
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,298
shares
|
$9.68 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
|
$9.67 Million
0.01% of portfolio
|
Q3 2024
Added 59.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
120,737
shares
|
$8.83 Million
0.0% of portfolio
|
Q4 2024
Added 30.83%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
109,764
shares
|
$8.03 Million
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
88,353
shares
|
$6.46 Million
2.76% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
69,212
shares
|
$5.06 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
62,273
shares
|
$4.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
60,195
shares
|
$4.4 Million
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
48,434
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
45,794
shares
|
$3.35 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
37,385
shares
|
$2.74 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
34,100
shares
|
$2.5 Million
1.19% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
33,687
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
33,304
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|