Institutional Ownership Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF). We have compiled data on the 527 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
399,688
shares
|
$16.3 Million
3.91% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
396,455
shares
|
$16.2 Million
4.62% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
393,290
shares
|
$16.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
365,805
shares
|
$15 Million
8.08% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
349,756
shares
|
$14.3 Million
0.09% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
348,137
shares
|
$14.2 Million
6.71% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
338,152
shares
|
$13.8 Million
0.13% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
333,709
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
329,674
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2023
Added 389.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
328,783
shares
|
$13.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
324,035
shares
|
$13.2 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
318,068
shares
|
$13 Million
1.55% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
306,195
shares
|
$12.5 Million
0.06% of portfolio
|
Q2 2023
Reduced 79.85%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
302,089
shares
|
$12.3 Million
6.11% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
296,752
shares
|
$12.1 Million
0.99% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
286,120
shares
|
$11.7 Million
1.19% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
269,843
shares
|
$11 Million
0.35% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
268,506
shares
|
$11 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
268,020
shares
|
$11 Million
6.43% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
227,847
shares
|
$9.31 Million
0.02% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
226,243
shares
|
$9.25 Million
0.6% of portfolio
|
Q3 2023
Added 384.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
225,505
shares
|
$9.22 Million
0.09% of portfolio
|
Q3 2024
Added 2821.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
222,188
shares
|
$9.08 Million
0.78% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
222,153
shares
|
$9.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
214,166
shares
|
$8.75 Million
0.63% of portfolio
|
Q3 2024
Added 4.84%
|