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 146 institutions that hold shares in the stock, with a total of 9.86 Million shares, which have been reported (via 13F filing form) to have a value of $478 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,245
shares
|
$448,567
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,071
shares
|
$440,124
0.0% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,040
shares
|
$438,620
0.0% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,838
shares
|
$428,819
0.0% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,588
shares
|
$416,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,562
shares
|
$415,428
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
8,347
shares
|
$404,996
0.0% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
8,165
shares
|
$396,165
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
8,165
shares
|
$396,165
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,148
shares
|
$395,340
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,025
shares
|
$389,373
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,025
shares
|
$389,373
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,710
shares
|
$374,089
0.0% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,702
shares
|
$373,701
0.01% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,606
shares
|
$369,043
0.0% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,412
shares
|
$359,630
0.05% of portfolio
|
Q1 2024
Added 2.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,309
shares
|
$354,632
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,927
shares
|
$336,098
0.0% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,816
shares
|
$330,712
0.02% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
6,485
shares
|
$314,652
0.26% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,442
shares
|
$312,565
0.03% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
6,400
shares
|
$310,528
0.0% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,329
shares
|
$307,083
0.02% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,000
shares
|
$291,120
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
5,894
shares
|
$285,976
0.03% of portfolio
|
Q2 2023
Reduced 4.22%
|