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 36 institutions that hold shares in the stock, with a total of 829,173 shares, which have been reported (via 13F filing form) to have a value of $42.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
292,323
shares
|
$15.1 Million
1.59% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
117,963
shares
|
$6.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
55,809
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
49,907
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
44,184
shares
|
$2.28 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
37,199
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
32,556
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 43.43%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
26,965
shares
|
$1.39 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,558
shares
|
$905,817
0.48% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
17,337
shares
|
$894,415
0.08% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,177
shares
|
$834,571
0.25% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
16,177
shares
|
$834,571
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,527
shares
|
$646,267
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
11,540
shares
|
$595,348
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10,135
shares
|
$522,864
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
9,775
shares
|
$504,292
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
6,660
shares
|
$343,589
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,104
shares
|
$314,905
0.0% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
6,078
shares
|
$313,564
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,973
shares
|
$308,147
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,973
shares
|
$308,147
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,474
shares
|
$282,403
0.01% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,220
shares
|
$269,299
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,900
shares
|
$201,201
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,624
shares
|
$186,962
0.0% of portfolio
|
Q1 2025
Reduced 8.72%
|