Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PFM)

PFM Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
200K
New
$7.02M - $7.54M
200K $9.42M
Apr 12, 2023 Q1 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
51.6K
+ 15.28%
$1.81M - $1.95M
389K $18.4M
May 10, 2023 Q1 2023
Flaharty Asset Management, LLC

BUY
 -
38.2K
+ 5.71%
$1.34M - $1.44M
708K $33.4M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
29.7K
New
$1.04M - $1.12M
29.7K $1.4M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
25.7K
+ 11.9%
$904K - $972K
242K $11.4M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
21.4K
+ 120.0%
$753K - $809K
39.3K $1.85M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
14.7K
+ 3862.11%
$516K - $554K
15.1K $710K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
14K
New
$492K - $529K
14K $661K
Nov 20, 2023 Q1 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
14K
New
$492K - $528K
14K $660K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
11.7K
New
$410K - $440K
11.7K $550K
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
10K
+ 321.87%
$353K - $379K
13.2K $621K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.88K
+ 25.65%
$312K - $335K
43.5K $2.05M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.88K
+ 25.89%
$312K - $335K
43.2K $2.04M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.68K
+ 88.48%
$305K - $328K
18.5K $873K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
8.13K
New
$286K - $307K
8.13K $384K
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
8.03K
New
$282K - $303K
8.03K $379K
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
6.52K
+ 1.49%
$229K - $246K
445K $21M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.1K
+ 382.33%
$214K - $230K
7.7K $363K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
5.98K
+ 12.21%
$210K - $226K
55K $2.59M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.94K
New
$209K - $224K
5.94K $280K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
5.93K
New
$208K - $224K
5.93K $280K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
4.44K
+ 1.11%
$156K - $168K
404K $19.1M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
3.92K
+ 6.71%
$138K - $148K
62.3K $2.94M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.75K
+ 5.99%
$96.8K - $104K
48.7K $2.3M
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.01K
+ 11.12%
$70.6K - $75.8K
20.1K $947K
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.68K
+ 15.33%
$59K - $63.4K
12.6K $596K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.66K
+ 14.98%
$58.2K - $62.5K
12.7K $599K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.34K
+ 7.97%
$47K - $50.4K
18.1K $854K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
963
+ 3.48%
$33.8K - $36.4K
28.6K $1.35M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
834
New
$29.3K - $31.5K
834 $39.3K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
800
New
$28.1K - $30.2K
800 $37.7K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
688
+ 1.73%
$24.2K - $26K
40.5K $1.91M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
570
New
$20K - $21.5K
570 $26.9K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
570
+ 3.88%
$20K - $21.5K
15.3K $721K
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
491
+ 0.42%
$17.3K - $18.5K
117K $5.54M
May 09, 2023 Q1 2023
Motco

BUY
 -
402
New
$14.1K - $15.2K
402 $19K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
241
+ 3.69%
$8.47K - $9.1K
6.78K $320K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
136
New
$4.78K - $5.14K
136 $6.42K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
98
+ 0.2%
$3.44K - $3.7K
48.8K $2.3M
May 12, 2023 Q1 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
26
+ 0.49%
$914 - $982
5.35K $252K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
25
+ 0.43%
$879 - $944
5.83K $275K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
21
+ 0.2%
$738 - $793
10.6K $500K
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
19
+ 0.08%
$668 - $717
24.3K $1.15M
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
16
+ 0.19%
$562 - $604
8.47K $400K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
8
+ 0.18%
$281 - $302
4.42K $209K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
6
New
$211 - $227
6 $283
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
5
+ 0.52%
$176 - $189
963 $45.4K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3
+ 0.04%
$105 - $113
8.38K $395K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3
+ 0.11%
$105 - $113
2.72K $128K

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