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 137 institutions that hold shares in the stock, with a total of 9.38 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
4,664
shares
|
$221,260
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
4,300
shares
|
$203,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$189,760
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,991
shares
|
$189,333
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,174
shares
|
$150,574
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,977
shares
|
$141,228
0.0% of portfolio
|
Q1 2024
Reduced 97.19%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,601
shares
|
$123,391
0.0% of portfolio
|
Q4 2024
Reduced 39.03%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,520
shares
|
$119,548
0.01% of portfolio
|
Q2 2023
Added 12500.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,151
shares
|
$102,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,950
shares
|
$92,508
0.01% of portfolio
|
Q4 2024
Reduced 36.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,619
shares
|
$76,805
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,520
shares
|
$72,108
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,425
shares
|
$67,602
0.0% of portfolio
|
Q3 2022
Added 10.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
1,380
shares
|
$65,467
0.02% of portfolio
|
Q1 2021
Reduced 5.48%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,358
shares
|
$64,423
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,203
shares
|
$57,070
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,200
shares
|
$56,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,175
shares
|
$55,742
0.0% of portfolio
|
Q3 2018
Reduced 0.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,168
shares
|
$55,409
0.0% of portfolio
|
Q3 2024
Reduced 88.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,077
shares
|
$51,092
0.02% of portfolio
|
Q3 2024
Added 23.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,029
shares
|
$48,815
0.0% of portfolio
|
Q3 2024
Added 122.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
906
shares
|
$42,980
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$37,952
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
700
shares
|
$33,208
0.0% of portfolio
|
Q1 2021
Added 75.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
674
shares
|
$31,974
0.0% of portfolio
|
Q4 2024
Added 0.3%
|