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 133 institutions that hold shares in the stock, with a total of 9.4 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$186,320
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,991
shares
|
$185,900
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,174
shares
|
$147,844
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,058
shares
|
$142,441
0.01% of portfolio
|
Q4 2023
Added 19.55%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,977
shares
|
$138,668
0.0% of portfolio
|
Q1 2024
Reduced 97.19%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,520
shares
|
$117,381
0.01% of portfolio
|
Q2 2023
Added 12500.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,650
shares
|
$76,857
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,520
shares
|
$70,801
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
1,512
shares
|
$70,428
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,425
shares
|
$66,376
0.0% of portfolio
|
Q3 2022
Added 10.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
1,380
shares
|
$64,280
0.02% of portfolio
|
Q1 2021
Reduced 5.48%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,358
shares
|
$63,255
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,198
shares
|
$55,802
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,175
shares
|
$54,731
0.0% of portfolio
|
Q3 2018
Reduced 0.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,168
shares
|
$54,405
0.0% of portfolio
|
Q3 2024
Reduced 88.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,077
shares
|
$50,166
0.02% of portfolio
|
Q3 2024
Added 23.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,029
shares
|
$47,930
0.0% of portfolio
|
Q3 2024
Added 122.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
906
shares
|
$42,201
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$37,264
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
700
shares
|
$32,606
0.0% of portfolio
|
Q1 2021
Added 75.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
672
shares
|
$31,301
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
570
shares
|
$26,550
0.0% of portfolio
|
Q2 2024
Reduced 45.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
552
shares
|
$25,712
0.0% of portfolio
|
Q1 2024
Reduced 75.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
500
shares
|
$23,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
500
shares
|
$23,290
0.06% of portfolio
|
Q2 2024
Reduced 50.84%
|