Institutional Ownership Invesco Exchange Traded Fd Tr (PFI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFI). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 751,205 shares, which have been reported (via 13F filing form) to have a value of $45.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
270,587
shares
|
$16.5 Million
1.46% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
119,872
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
56,785
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,572
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
38,830
shares
|
$2.37 Million
0.24% of portfolio
|
Q3 2024
Added 46.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
37,316
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
31,195
shares
|
$1.91 Million
0.85% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,406
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
18,059
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
16,892
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
16,508
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
13,161
shares
|
$804,268
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,392
shares
|
$757,275
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10,135
shares
|
$619,349
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
6,660
shares
|
$406,992
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,973
shares
|
$365,010
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
5,973
shares
|
$365,010
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,393
shares
|
$329,566
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,192
shares
|
$317,283
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,997
shares
|
$305,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,258
shares
|
$260,206
0.0% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$238,329
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
2,429
shares
|
$148,436
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,375
shares
|
$145,136
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,472
shares
|
$89,953
0.04% of portfolio
|
Q1 2023
Reduced 18.76%
|