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 112 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $255 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,077
shares
|
$636,548
0.27% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,830
shares
|
$617,082
0.19% of portfolio
|
Q3 2021
Reduced 20.35%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
6,812
shares
|
$536,853
0.2% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$526,056
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,611
shares
|
$521,012
0.01% of portfolio
|
Q2 2025
Added 49.27%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
6,547
shares
|
$515,969
0.18% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,450
shares
|
$508,324
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
6,080
shares
|
$479,164
0.09% of portfolio
|
Q2 2025
Reduced 92.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,787
shares
|
$456,073
0.01% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
5,786
shares
|
$455,994
0.0% of portfolio
|
Q2 2025
Reduced 65.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,648
shares
|
$445,118
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,111
shares
|
$402,797
0.0% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,024
shares
|
$395,941
0.0% of portfolio
|
Q2 2025
Added 40.26%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
4,809
shares
|
$378,997
0.12% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
4,806
shares
|
$378,760
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,603
shares
|
$362,762
0.13% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,337
shares
|
$341,798
0.01% of portfolio
|
Q3 2025
Reduced 46.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,155
shares
|
$327,455
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,050
shares
|
$319,180
0.0% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,885
shares
|
$306,176
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$299,478
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
3,600
shares
|
$283,716
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,531
shares
|
$278,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,468
shares
|
$273,313
0.08% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,415
shares
|
$269,136
0.0% of portfolio
|
Q4 2023
Reduced 15.99%
|