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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,181
shares
|
$57,302
0.02% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,175
shares
|
$57,011
0.0% of portfolio
|
Q3 2018
Reduced 0.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,037
shares
|
$50,315
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
906
shares
|
$43,959
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$38,816
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
676
shares
|
$32,799
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
570
shares
|
$27,656
0.0% of portfolio
|
Q2 2024
Reduced 45.14%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
500
shares
|
$24,260
0.07% of portfolio
|
Q2 2024
Reduced 50.84%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
436
shares
|
$21,154
0.0% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
373
shares
|
$18,097
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
352
shares
|
$17,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
345
shares
|
$16,739
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
293
shares
|
$14,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
204
shares
|
$9,898
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
160
shares
|
$7,763
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
160
shares
|
$7,763
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
30
shares
|
$1,455
0.0% of portfolio
|
Q1 2025
Reduced 97.69%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
18
shares
|
$873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
17
shares
|
$824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$291
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|