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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,415
shares
|
$249,875
0.0% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,322
shares
|
$243,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
3,320
shares
|
$242,924
0.0% of portfolio
|
Q3 2024
Reduced 41.2%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,255
shares
|
$238,168
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,150
shares
|
$230,485
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,134
shares
|
$229,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,089
shares
|
$226,022
0.0% of portfolio
|
Q4 2024
Reduced 49.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,040
shares
|
$222,436
0.0% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,014
shares
|
$220,534
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$219,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,854
shares
|
$208,827
0.02% of portfolio
|
Q3 2024
Reduced 85.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,803
shares
|
$205,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,617
shares
|
$191,485
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,575
shares
|
$188,412
0.01% of portfolio
|
Q3 2023
Added 171.05%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$160,974
0.01% of portfolio
|
Q3 2024
Reduced 57.28%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,103
shares
|
$153,876
0.08% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,800
shares
|
$131,706
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,708
shares
|
$124,974
0.0% of portfolio
|
Q4 2024
Added 143.3%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$109,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
987
shares
|
$72,218
0.0% of portfolio
|
Q3 2023
Added 849.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
900
shares
|
$65,853
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
873
shares
|
$63,877
0.0% of portfolio
|
Q4 2023
Added 75.3%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
771
shares
|
$56,414
0.01% of portfolio
|
Q2 2022
Reduced 5.86%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
414
shares
|
$30,292
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
385
shares
|
$28,170
0.0% of portfolio
|
Q1 2024
New holding
|