Institutional Ownership Invesco ETF Tr Ii Fundamental (PFIG)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Fundamental (PFIG). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
319,208
shares
|
$7.62 Million
0.0% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
185,820
shares
|
$4.44 Million
0.15% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
171,402
shares
|
$4.09 Million
0.0% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
126,762
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
94,885
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
70,267
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
69,233
shares
|
$1.65 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
61,796
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
39,572
shares
|
$944,583
0.01% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,427
shares
|
$845,642
0.0% of portfolio
|
Q4 2024
Added 82.79%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
34,975
shares
|
$834,853
0.15% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
29,569
shares
|
$705,812
0.2% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
25,806
shares
|
$615,989
0.0% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
19,870
shares
|
$474,296
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
18,645
shares
|
$445,056
0.0% of portfolio
|
Q4 2024
Reduced 41.78%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
17,221
shares
|
$411,065
0.38% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,108
shares
|
$360,627
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,989
shares
|
$286,177
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,613
shares
|
$277,202
0.03% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,656
shares
|
$230,488
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,947
shares
|
$189,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,296
shares
|
$78,675
0.0% of portfolio
|
Q4 2024
Reduced 30.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,379
shares
|
$56,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,000
shares
|
$47,740
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,460
shares
|
$34,850
0.0% of portfolio
|
Q4 2024
Added 46.0%
|