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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,040
shares
|
$459,864
0.0% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,838
shares
|
$449,589
0.0% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,601
shares
|
$437,532
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,562
shares
|
$435,548
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
8,525
shares
|
$433,666
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
8,439
shares
|
$429,291
0.04% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
8,150
shares
|
$414,590
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
8,101
shares
|
$412,097
0.0% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,025
shares
|
$408,231
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,631
shares
|
$388,188
0.0% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,412
shares
|
$377,048
0.05% of portfolio
|
Q1 2024
Added 2.72%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,234
shares
|
$367,993
0.02% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,816
shares
|
$346,729
0.02% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,763
shares
|
$344,033
0.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
6,485
shares
|
$329,891
0.25% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
6,400
shares
|
$325,568
0.0% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
6,148
shares
|
$312,748
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,049
shares
|
$307,712
0.01% of portfolio
|
Q3 2025
Reduced 30.9%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,019
shares
|
$306,186
0.03% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,000
shares
|
$305,220
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
5,894
shares
|
$299,827
0.03% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,820
shares
|
$296,063
0.0% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,594
shares
|
$284,566
0.01% of portfolio
|
Q2 2025
Reduced 97.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
5,245
shares
|
$266,813
0.02% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,186
shares
|
$263,811
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|