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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
79,262
shares
|
$3.44 Million
2.78% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
78,158
shares
|
$3.39 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
77,869
shares
|
$3.37 Million
1.23% of portfolio
|
Q2 2025
Reduced 44.79%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
77,700
shares
|
$3.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
73,305
shares
|
$3.18 Million
0.08% of portfolio
|
Q4 2023
Added 8.97%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
71,243
shares
|
$3.09 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
68,850
shares
|
$2.98 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
68,639
shares
|
$2.97 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
67,507
shares
|
$2.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
65,847
shares
|
$2.85 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
63,899
shares
|
$2.77 Million
0.78% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
61,415
shares
|
$2.66 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
59,596
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
59,300
shares
|
$2.57 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
58,231
shares
|
$2.52 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
57,713
shares
|
$2.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
55,668
shares
|
$2.41 Million
0.17% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
53,011
shares
|
$2.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
52,987
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
52,452
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
52,130
shares
|
$2.26 Million
0.11% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
50,311
shares
|
$2.18 Million
0.24% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
50,170
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
48,884
shares
|
$2.12 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
47,738
shares
|
$2.07 Million
0.36% of portfolio
|
Q1 2025
Added 0.25%
|