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 30 institutions that hold shares in the stock, with a total of 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
459,021
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 110.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
177,355
shares
|
$4.18 Million
0.16% of portfolio
|
Q3 2024
Added 53.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
137,254
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
129,001
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
70,224
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
69,402
shares
|
$1.63 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
39,901
shares
|
$939,668
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
32,026
shares
|
$754,212
0.0% of portfolio
|
Q3 2024
Reduced 51.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
30,877
shares
|
$727,153
0.14% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
23,764
shares
|
$559,642
0.15% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,381
shares
|
$456,422
0.0% of portfolio
|
Q3 2024
Reduced 48.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
15,392
shares
|
$362,481
0.0% of portfolio
|
Q3 2024
Added 24.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
15,134
shares
|
$356,405
0.0% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,114
shares
|
$332,384
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,954
shares
|
$305,066
0.03% of portfolio
|
Q4 2024
Reduced 26.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$294,940
0.0% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,848
shares
|
$208,370
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,739
shares
|
$205,803
0.0% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,766
shares
|
$112,239
0.0% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$47,100
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
1,065
shares
|
$25,080
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$23,550
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
562
shares
|
$13,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
543
shares
|
$12,787
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
251
shares
|
$5,911
0.0% of portfolio
|
Q1 2024
Added 38.67%
|