Institutional Ownership Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
573,002
shares
|
$38.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
476,721
shares
|
$32.1 Million
0.05% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
473,611
shares
|
$31.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
250,948
shares
|
$16.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
239,005
shares
|
$16.1 Million
1.58% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
175,511
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
172,951
shares
|
$11.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
148,312
shares
|
$10 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,298
shares
|
$8.92 Million
0.01% of portfolio
|
Q3 2024
Added 58.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,175
shares
|
$8.91 Million
0.01% of portfolio
|
Q3 2024
Added 59.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
117,927
shares
|
$7.95 Million
0.0% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
110,483
shares
|
$7.45 Million
0.03% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
109,371
shares
|
$7.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
91,564
shares
|
$6.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
80,951
shares
|
$5.46 Million
2.38% of portfolio
|
Q2 2024
Added 13.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
58,748
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
58,597
shares
|
$3.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
55,863
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2024
Added 179.58%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
48,744
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
39,974
shares
|
$2.69 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
36,441
shares
|
$2.46 Million
0.26% of portfolio
|
Q3 2024
Added 60.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
34,787
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
33,123
shares
|
$2.23 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
32,075
shares
|
$2.16 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
29,813
shares
|
$2.01 Million
0.15% of portfolio
|
Q2 2024
New holding
|