Institutional Ownership Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 9.41 Million shares, which have been reported (via 13F filing form) to have a value of $447 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,853
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
20,255
shares
|
$962,315
0.0% of portfolio
|
Q3 2024
Added 86.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,949
shares
|
$947,776
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,872
shares
|
$944,118
0.0% of portfolio
|
Q3 2024
Added 59.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,266
shares
|
$867,817
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,191
shares
|
$864,254
0.05% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,174
shares
|
$815,936
0.07% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
16,000
shares
|
$760,160
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
16,000
shares
|
$760,160
0.08% of portfolio
|
Q3 2018
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,170
shares
|
$673,216
0.0% of portfolio
|
Q2 2024
Reduced 23.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,797
shares
|
$655,495
0.0% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
13,561
shares
|
$644,283
0.31% of portfolio
|
Q4 2023
Added 4.16%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
13,208
shares
|
$627,512
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
12,915
shares
|
$613,591
0.0% of portfolio
|
Q4 2023
Reduced 1.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,827
shares
|
$609,410
0.0% of portfolio
|
Q3 2024
Reduced 62.36%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
12,278
shares
|
$583,327
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,229
shares
|
$580,999
0.01% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,191
shares
|
$579,194
0.0% of portfolio
|
Q3 2023
Reduced 5.14%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
12,021
shares
|
$571,117
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,898
shares
|
$565,273
0.04% of portfolio
|
Q3 2024
Added 100.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,292
shares
|
$536,482
0.01% of portfolio
|
Q3 2022
Added 0.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,515
shares
|
$499,567
0.0% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
9,905
shares
|
$470,586
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,309
shares
|
$442,270
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,223
shares
|
$438,184
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|