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 $439 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
59,924
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
59,447
shares
|
$2.78 Million
0.1% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
58,741
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
56,077
shares
|
$2.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
55,376
shares
|
$2.59 Million
0.26% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
52,654
shares
|
$2.46 Million
0.98% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
51,539
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
50,029
shares
|
$2.34 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
49,834
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
45,124
shares
|
$2.11 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
43,234
shares
|
$2.02 Million
0.98% of portfolio
|
Q1 2024
Added 10.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
42,362
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
41,453
shares
|
$1.94 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
40,480
shares
|
$1.89 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
38,755
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
38,281
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,651
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
37,325
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2020
Added 23.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
36,798
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
36,242
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
32,131
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
32,056
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
26,664
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 185.24%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
23,410
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,853
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.62%
|