Institutional Ownership Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF). We have compiled data on the 531 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $5.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
23,644,689
shares
|
$990 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,748,999
shares
|
$450 Million
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,300,762
shares
|
$264 Million
7.42% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
6,286,957
shares
|
$263 Million
0.07% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,277,988
shares
|
$221 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,652,946
shares
|
$195 Million
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,064,672
shares
|
$170 Million
3.1% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,517,412
shares
|
$147 Million
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,026,837
shares
|
$127 Million
0.22% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,711,265
shares
|
$113 Million
7.01% of portfolio
|
Q4 2023
Added 2.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,608,167
shares
|
$109 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,584,913
shares
|
$108 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,474,028
shares
|
$104 Million
0.05% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,288,433
shares
|
$95.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,225,980
shares
|
$93.2 Million
12.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
2,059,856
shares
|
$86.2 Million
4.16% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,755,785
shares
|
$73.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,715,213
shares
|
$71.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,669,374
shares
|
$69.9 Million
0.57% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,664,256
shares
|
$69.6 Million
0.39% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,381,704
shares
|
$57.8 Million
0.37% of portfolio
|
Q3 2024
Added 3587.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,215,788
shares
|
$50.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
1,197,923
shares
|
$50.1 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,053,385
shares
|
$44.1 Million
6.55% of portfolio
|
Q3 2024
Added 72.79%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,004,264
shares
|
$42 Million
2.87% of portfolio
|
Q3 2024
Reduced 1.28%
|