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 112 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
24,300
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
22,205
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
21,103
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
20,640
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 256.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
20,168
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
17,884
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 23.55%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
15,015
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
14,681
shares
|
$1.09 Million
0.39% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
13,915
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
13,560
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
13,560
shares
|
$1 Million
0.11% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,414
shares
|
$917,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,324
shares
|
$911,236
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
10,820
shares
|
$800,030
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,741
shares
|
$794,189
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,404
shares
|
$769,271
0.0% of portfolio
|
Q2 2025
Reduced 49.31%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,889
shares
|
$731,192
0.0% of portfolio
|
Q3 2025
Added 37.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
9,133
shares
|
$675,294
0.0% of portfolio
|
Q3 2025
Added 229.47%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,000
shares
|
$665,460
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,175
shares
|
$604,459
0.0% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,077
shares
|
$597,213
0.27% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,065
shares
|
$596,326
0.01% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,830
shares
|
$578,950
0.19% of portfolio
|
Q3 2021
Reduced 20.35%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
6,812
shares
|
$503,679
0.2% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$493,549
0.0% of portfolio
|
Q3 2023
New holding
|
|