Institutional Ownership Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 9.11 Million shares, which have been reported (via 13F filing form) to have a value of $444 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,967,217
shares
|
$96 Million
0.03% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
846,279
shares
|
$41.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
721,560
shares
|
$35.2 Million
0.0% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
464,656
shares
|
$22.7 Million
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
427,285
shares
|
$20.8 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
426,266
shares
|
$20.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
384,769
shares
|
$18.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
273,553
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
208,817
shares
|
$10.2 Million
0.29% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
203,096
shares
|
$9.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.63%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
139,855
shares
|
$6.82 Million
0.01% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
121,712
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
119,377
shares
|
$5.82 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
115,308
shares
|
$5.63 Million
0.42% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
113,378
shares
|
$5.53 Million
0.22% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
112,613
shares
|
$5.49 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
105,410
shares
|
$5.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
105,334
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
97,911
shares
|
$4.78 Million
0.64% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
95,577
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
95,087
shares
|
$4.64 Million
0.03% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
85,698
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
84,938
shares
|
$4.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
69,363
shares
|
$3.38 Million
0.1% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
67,889
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Added 1.21%
|