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 143 institutions that hold shares in the stock, with a total of 9.49 Million shares, which have been reported (via 13F filing form) to have a value of $483 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,826,065
shares
|
$92.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
844,797
shares
|
$43 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
724,464
shares
|
$36.9 Million
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
500,099
shares
|
$25.4 Million
3.48% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
464,656
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
427,285
shares
|
$21.7 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
417,054
shares
|
$21.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
384,769
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
275,362
shares
|
$14 Million
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
210,420
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
208,817
shares
|
$10.6 Million
0.29% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
148,265
shares
|
$7.54 Million
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
115,160
shares
|
$5.86 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
114,808
shares
|
$5.84 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
113,691
shares
|
$5.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
113,216
shares
|
$5.76 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
112,613
shares
|
$5.73 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
105,389
shares
|
$5.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
101,596
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
94,704
shares
|
$4.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
93,158
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2025
Added 73.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
85,529
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
83,134
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
75,646
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
73,025
shares
|
$3.71 Million
0.11% of portfolio
|
Q3 2025
Added 5.28%
|
|