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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
5,471
shares
|
$265,452
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,191
shares
|
$251,867
0.0% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,154
shares
|
$250,072
0.0% of portfolio
|
Q1 2025
Reduced 73.48%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
5,120
shares
|
$248,422
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,056
shares
|
$245,317
0.02% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,900
shares
|
$237,748
0.02% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,749
shares
|
$230,421
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
4,664
shares
|
$226,297
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,495
shares
|
$218,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$194,080
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,991
shares
|
$193,643
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,297
shares
|
$159,970
0.0% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,977
shares
|
$144,444
0.0% of portfolio
|
Q1 2025
Reduced 97.26%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,603
shares
|
$126,297
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,520
shares
|
$122,270
0.01% of portfolio
|
Q2 2023
Added 12500.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,417
shares
|
$117,272
0.0% of portfolio
|
Q1 2025
Reduced 48.1%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,258
shares
|
$109,558
0.08% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,950
shares
|
$94,614
0.01% of portfolio
|
Q4 2024
Reduced 36.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,861
shares
|
$90,295
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,650
shares
|
$80,058
0.01% of portfolio
|
Q1 2025
Added 164900.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,520
shares
|
$73,750
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,425
shares
|
$69,141
0.0% of portfolio
|
Q3 2022
Added 10.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
1,380
shares
|
$66,957
0.02% of portfolio
|
Q1 2021
Reduced 5.48%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,358
shares
|
$65,890
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,208
shares
|
$58,612
0.01% of portfolio
|
Q1 2025
Added 0.42%
|