INVESCO EXCHANGE TRADED FD T (PFI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
29
Reporting holders
$15.8M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $3.4M | 55,348 | 0.00% | 31q | -8.1%-$296.8K |
| BANK OF AMERICA CORP /DE/ | $3.3M | 54,276 | 0.00% | 31q | +1.6%+$52.3K |
| Coppell Advisory Solutions LLC | $2.6M | 13 | 0.21% | new | NEW |
| MORGAN STANLEY | $1.7M | 28,288 | 0.00% | 33q | HELD |
| Farther Finance Advisors, LLC | $1.0M | 16,859 | 0.01% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $907.9K | 14,906 | 0.00% | 2q | +34.5%+$232.9K |
| UBS Group AG | $695.0K | 11,411 | 0.00% | 31q | +1.6%+$10.8K |
| TWO SIGMA INVESTMENTS, LP | $692.7K | 11,374 | 0.00% | 2q | -9.0%-$68.6K |
| Genesee Capital Advisors, LLC | $495.8K | 8,140 | 0.16% | 10q | HELD |
| Trueblood Wealth Management, LLC | $466.7K | 7,663 | 0.16% | 6q | +0.9%+$4.3K |
| GOLDMAN SACHS GROUP INC | $406.1K | 6,667 | 0.00% | 13q | -4.3%-$18.1K |
| Asset Dedication, LLC | $363.8K | 5,973 | 0.02% | 31q | HELD |
| Sensible Money, LLC | $363.8K | 5,973 | 0.10% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $341.1K | 5,601 | 0.00% | 7q | HELD |
| Cetera Investment Advisers | $291.3K | 4,784 | 0.00% | 10q | -3.7%-$11.3K |
| Laurel Wealth Advisors LLC | $265.9K | 4,367 | 0.03% | 7q | HELD |
| JPMORGAN CHASE & CO | $253.7K | 4,187 | 0.00% | 2q | -2.6%-$6.8K |
| JONES FINANCIAL COMPANIES LLLP | $244.2K | 4,012 | 0.00% | 8q | +30.9%+$57.6K |
| Transamerica Financial Advisors, LLC | $184.0K | 3,021 | 0.02% | 20q | -21.2%-$49.5K |
| Geneos Wealth Management Inc. | $109.6K | 1,800 | 0.00% | 33q | HELD |
| BELLEVUE ASSET MANAGEMENT, LLC | $89.7K | 1,472 | 0.04% | 27q | HELD |
| Integrated Wealth Concepts LLC | $46.1K | 757 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $45.4K | 745 | 0.00% | 26q | -1.3% |
| HUNTINGTON NATIONAL BANK | $39.1K | 642 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $29.4K | 483 | 0.00% | new | NEW |
| IFP Advisors, Inc | $18.3K | 300 | 0.00% | 8q | HELD |
| Providence Capital Advisors, LLC | $17.8K | 293 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $15.0K | 246 | 0.00% | 31q | -13.4%-$2.3K |
| FMR LLC | $2.5K | 41 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $458 | 7,514 | 0.00% | 31q | +100.1% |
| Janney Montgomery Scott LLC | $213 | 3,504 | 0.00% | 20q | -19.9% |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | 31q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $15.8M | 259,629 | 3 | 5 | 9 | 0.0% |
| Q1 2026 | 32 | $16.9M | 317,287 | 4 | 7 | 11 | 0.0% |
| Q4 2025 | 35 | $31.2M | 539,551 | 5 | 10 | 9 | 0.0% |
| Q3 2025 | 31 | $35.7M | 615,075 | 3 | 10 | 10 | 0.0% |
| Q2 2025 | 30 | $34.7M | 611,098 | 2 | 11 | 9 | 0.0% |
| Q1 2025 | 27 | $17.5M | 327,542 | 4 | 8 | 7 | 0.0% |
| Q4 2024 | 34 | $24.7M | 432,771 | 8 | 8 | 4 | 0.0% |
| Q3 2024 | 27 | $17.2M | 311,084 | 4 | 5 | 5 | 0.0% |
| Q2 2024 | 25 | $15.4M | 314,449 | 2 | 4 | 7 | 0.0% |
| Q1 2024 | 26 | $19.1M | 384,010 | 8 | 5 | 3 | 0.0% |
| Q4 2023 | 20 | $9.0M | 200,238 | 3 | 2 | 5 | 0.0% |
| Q3 2023 | 21 | $8.5M | 206,222 | 2 | 2 | 9 | 0.0% |
| Q2 2023 | 22 | $8.8M | 210,163 | 5 | 2 | 7 | 0.0% |
| Q1 2023 | 21 | $9.1M | 227,218 | 2 | 0 | 13 | 0.0% |
| Q4 2022 | 29 | $19.7M | 542,474 | 3 | 8 | 10 | 0.0% |
| Q3 2022 | 34 | $39.2M | 1,023,002 | 9 | 10 | 6 | 0.0% |
| Q2 2022 | 30 | $19.4M | 488,196 | 0 | 4 | 15 | 0.0% |
| Q1 2022 | 41 | $43.1M | 877,465 | 4 | 10 | 17 | 0.0% |
| Q4 2021 | 47 | $53.3M | 974,998 | 8 | 16 | 12 | 0.0% |
| Q3 2021 | 40 | $45.4M | 856,787 | 14 | 10 | 4 | 0.0% |
| Q2 2021 | 33 | $31.4M | 618,395 | 4 | 6 | 9 | 0.0% |
| Q1 2021 | 35 | $52.6M | 1,092,556 | 6 | 12 | 4 | 0.0% |
| Q4 2020 | 30 | $16.8M | 389,077 | 4 | 4 | 12 | 0.0% |
| Q3 2020 | 26 | $12.0M | 323,525 | 5 | 3 | 10 | 0.0% |
| Q2 2020 | 25 | $36.5M | 1,061,577 | 6 | 5 | 8 | 0.0% |
| Q1 2020 | 29 | $15.5M | 533,523 | 2 | 9 | 9 | 0.0% |
| Q4 2019 | 38 | $38.3M | 989,820 | 4 | 11 | 11 | 0.0% |
| Q3 2019 | 36 | $39.3M | 1,048,586 | 4 | 8 | 10 | 0.0% |
| Q2 2019 | 35 | $40.2M | 1,083,777 | 11 | 10 | 2 | 0.0% |
| Q1 2019 | 28 | $9.4M | 279,439 | 3 | 5 | 10 | 0.0% |
| Q4 2018 | 28 | $9.5M | 333,834 | 1 | 0 | 1 | 0.0% |