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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
6,812
shares
|
$491,417
0.21% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$481,534
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,611
shares
|
$476,917
0.01% of portfolio
|
Q2 2025
Added 49.27%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
6,547
shares
|
$472,300
0.18% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,450
shares
|
$465,303
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
6,080
shares
|
$438,611
0.09% of portfolio
|
Q2 2025
Reduced 92.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,819
shares
|
$419,782
0.01% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
5,786
shares
|
$417,402
0.0% of portfolio
|
Q2 2025
Reduced 65.44%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
5,700
shares
|
$411,198
0.14% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,648
shares
|
$407,446
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
5,623
shares
|
$405,643
0.16% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,111
shares
|
$368,707
0.0% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,024
shares
|
$362,431
0.0% of portfolio
|
Q2 2025
Added 40.26%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,786
shares
|
$345,262
0.04% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,688
shares
|
$338,192
0.13% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,223
shares
|
$304,647
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,050
shares
|
$292,167
0.0% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,965
shares
|
$286,035
0.01% of portfolio
|
Q2 2025
Reduced 40.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,885
shares
|
$280,263
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$274,132
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Reik & Co., LLC
|
Aug 07, 2025 Q2 2025 |
3,600
shares
|
$259,704
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,531
shares
|
$254,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,468
shares
|
$250,181
0.08% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,415
shares
|
$246,358
0.0% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,317
shares
|
$239,288
0.11% of portfolio
|
Q2 2025
Reduced 92.07%
|