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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,885
shares
|
$248,406
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,860
shares
|
$246,808
0.01% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,780
shares
|
$241,693
0.09% of portfolio
|
Q1 2025
Reduced 35.16%
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
3,600
shares
|
$230,184
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,582
shares
|
$229,033
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,532
shares
|
$225,836
0.0% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,415
shares
|
$218,355
0.0% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,412
shares
|
$218,163
0.02% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,772
shares
|
$177,241
0.0% of portfolio
|
Q1 2025
Added 277100.0%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,575
shares
|
$164,645
0.01% of portfolio
|
Q3 2023
Added 171.05%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,180
shares
|
$139,389
0.01% of portfolio
|
Q1 2025
Added 28.24%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
2,103
shares
|
$134,465
0.07% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,800
shares
|
$115,092
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,500
shares
|
$95,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
987
shares
|
$63,108
0.0% of portfolio
|
Q3 2023
Added 849.04%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
975
shares
|
$62,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
900
shares
|
$57,546
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
873
shares
|
$55,819
0.0% of portfolio
|
Q4 2023
Added 75.3%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
771
shares
|
$49,297
0.01% of portfolio
|
Q2 2022
Reduced 5.86%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
754
shares
|
$48,210
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
671
shares
|
$42,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
541
shares
|
$34,591
0.0% of portfolio
|
Q1 2025
Added 336.29%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
385
shares
|
$24,616
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
335
shares
|
$21,419
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
291
shares
|
$18,606
0.0% of portfolio
|
Q2 2024
Reduced 34.01%
|