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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,040
shares
|
$429,490
0.01% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,731
shares
|
$414,809
0.0% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
8,597
shares
|
$408,443
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,562
shares
|
$406,780
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
8,423
shares
|
$400,176
0.0% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,127
shares
|
$386,113
0.0% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,025
shares
|
$381,267
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,025
shares
|
$381,267
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,963
shares
|
$378,322
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,816
shares
|
$371,338
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,412
shares
|
$352,144
0.05% of portfolio
|
Q1 2024
Added 2.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,275
shares
|
$345,635
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,865
shares
|
$326,156
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,816
shares
|
$323,828
0.02% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$304,064
0.0% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,000
shares
|
$285,060
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
5,894
shares
|
$280,023
0.03% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,764
shares
|
$273,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
5,471
shares
|
$259,927
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,317
shares
|
$252,610
0.02% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
5,120
shares
|
$243,251
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
4,900
shares
|
$232,799
0.01% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
4,664
shares
|
$221,586
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
4,300
shares
|
$204,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,266
shares
|
$202,677
0.0% of portfolio
|
Q3 2024
Added 0.14%
|