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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,025
shares
|
$272,932
0.0% of portfolio
|
Q4 2024
Reduced 69.68%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,000
shares
|
$271,800
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
5,894
shares
|
$266,998
0.03% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
5,864
shares
|
$265,639
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
5,471
shares
|
$247,836
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,317
shares
|
$240,860
0.02% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
5,120
shares
|
$231,936
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,900
shares
|
$221,970
0.02% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,816
shares
|
$218,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,657
shares
|
$210,962
0.0% of portfolio
|
Q4 2024
Added 298.72%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,495
shares
|
$203,623
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$181,200
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,991
shares
|
$180,792
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,297
shares
|
$149,354
0.0% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,601
shares
|
$117,825
0.0% of portfolio
|
Q4 2024
Reduced 39.03%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,520
shares
|
$114,156
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
|
$97,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,950
shares
|
$88,335
0.01% of portfolio
|
Q4 2024
Reduced 36.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,619
shares
|
$73,340
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,520
shares
|
$68,856
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,425
shares
|
$64,552
0.0% of portfolio
|
Q3 2022
Added 10.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
1,380
shares
|
$62,513
0.02% of portfolio
|
Q1 2021
Reduced 5.48%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,358
shares
|
$61,517
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,297
shares
|
$58,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,203
shares
|
$54,495
0.01% of portfolio
|
Q4 2024
Added 0.42%
|