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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,830
shares
|
$500,650
0.19% of portfolio
|
Q3 2021
Reduced 20.35%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
7,330
shares
|
$468,680
0.02% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,050
shares
|
$450,777
0.01% of portfolio
|
Q1 2025
Added 74.07%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
6,812
shares
|
$435,559
0.19% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$426,799
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,645
shares
|
$424,881
0.02% of portfolio
|
Q1 2025
Reduced 32.46%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
6,547
shares
|
$418,615
0.17% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,450
shares
|
$412,413
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
6,206
shares
|
$396,811
0.21% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,041
shares
|
$386,261
0.01% of portfolio
|
Q1 2025
Reduced 37.63%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,982
shares
|
$382,489
0.08% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
5,700
shares
|
$364,458
0.14% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,687
shares
|
$363,626
0.16% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,648
shares
|
$361,133
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,547
shares
|
$354,675
0.0% of portfolio
|
Q1 2025
Added 79.57%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
5,040
shares
|
$322,257
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,004
shares
|
$319,955
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
4,868
shares
|
$311,259
0.03% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
4,661
shares
|
$298,024
0.04% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
4,650
shares
|
$297,321
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,429
shares
|
$283,190
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
4,250
shares
|
$271,745
0.08% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,248
shares
|
$271,617
0.0% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,190
shares
|
$267,908
0.0% of portfolio
|
Q1 2025
Added 90.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,107
shares
|
$262,601
0.0% of portfolio
|
Q3 2024
Reduced 32.86%
|