Institutional Ownership Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 4.34 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
6,777
shares
|
$489,773
0.19% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$482,402
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,576
shares
|
$475,247
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,542
shares
|
$472,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,092
shares
|
$440,268
0.0% of portfolio
|
Q3 2024
Reduced 63.24%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,027
shares
|
$435,571
0.01% of portfolio
|
Q3 2024
Reduced 33.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,890
shares
|
$425,670
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,830
shares
|
$421,334
0.18% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,827
shares
|
$421,117
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
5,802
shares
|
$419,310
0.23% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
5,700
shares
|
$411,939
0.17% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,575
shares
|
$402,905
0.09% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
5,469
shares
|
$395,244
0.04% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,969
shares
|
$359,109
0.15% of portfolio
|
Q3 2024
Added 24.1%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
4,650
shares
|
$336,055
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,541
shares
|
$328,178
0.01% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
4,483
shares
|
$323,986
0.1% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
4,405
shares
|
$318,349
0.04% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,107
shares
|
$296,812
0.0% of portfolio
|
Q3 2024
Reduced 32.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,078
shares
|
$294,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$292,693
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,885
shares
|
$280,768
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$274,626
0.01% of portfolio
|
Q3 2024
Reduced 78.58%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
3,600
shares
|
$260,172
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,458
shares
|
$249,909
0.0% of portfolio
|
Q3 2024
Reduced 40.11%
|