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 133 institutions that hold shares in the stock, with a total of 9.4 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 |
Nov 08, 2024 Q3 2024 |
2,036,400
shares
|
$96.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
819,914
shares
|
$38.7 Million
5.61% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
667,962
shares
|
$31.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
464,656
shares
|
$21.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
434,840
shares
|
$20.5 Million
0.32% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
427,285
shares
|
$20.2 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
384,769
shares
|
$18.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
381,632
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Added 120.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
271,414
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
223,840
shares
|
$10.6 Million
0.12% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
208,817
shares
|
$9.85 Million
0.29% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
128,710
shares
|
$6.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
127,982
shares
|
$6.04 Million
0.88% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
126,968
shares
|
$5.99 Million
0.09% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
118,692
shares
|
$5.6 Million
0.11% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
116,977
shares
|
$5.52 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
112,613
shares
|
$5.31 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
109,454
shares
|
$5.16 Million
0.0% of portfolio
|
Q3 2024
Added 681.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
107,780
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
107,006
shares
|
$5.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
90,033
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
89,213
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,404
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2024
Added 45.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
75,257
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
63,074
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Added 1.61%
|