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 146 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
10,600
shares
|
$480,179
0.0% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
9,905
shares
|
$448,696
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,234
shares
|
$418,300
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,071
shares
|
$410,916
0.0% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,040
shares
|
$409,512
0.0% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,030
shares
|
$409,059
0.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
8,597
shares
|
$389,444
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,562
shares
|
$387,858
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,347
shares
|
$378,119
0.0% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
8,143
shares
|
$368,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,127
shares
|
$368,153
0.0% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,025
shares
|
$363,532
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,954
shares
|
$360,316
0.0% of portfolio
|
Q4 2024
Reduced 37.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,816
shares
|
$354,064
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,412
shares
|
$335,763
0.05% of portfolio
|
Q1 2024
Added 2.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,292
shares
|
$330,327
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,865
shares
|
$310,984
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,816
shares
|
$308,764
0.02% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,705
shares
|
$303,736
0.0% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
6,694
shares
|
$303,238
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
6,685
shares
|
$302,830
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
6,601
shares
|
$299,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
6,400
shares
|
$289,920
0.0% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,222
shares
|
$281,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,139
shares
|
$278,096
0.02% of portfolio
|
Q4 2024
Reduced 48.4%
|