Institutional Ownership Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
7,887
shares
|
$374,317
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,752
shares
|
$367,909
0.0% of portfolio
|
Q3 2024
Reduced 62.05%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,589
shares
|
$360,173
0.02% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,144
shares
|
$339,054
0.0% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,031
shares
|
$333,691
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
6,870
shares
|
$326,050
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
6,670
shares
|
$316,558
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,582
shares
|
$312,381
0.0% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,426
shares
|
$304,977
0.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,221
shares
|
$295,248
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
6,029
shares
|
$286,136
0.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,024
shares
|
$285,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,716
shares
|
$271,281
0.04% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,674
shares
|
$269,288
0.01% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,638
shares
|
$267,579
0.0% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,530
shares
|
$262,453
0.0% of portfolio
|
Q2 2023
Reduced 13.15%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,462
shares
|
$259,226
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,462
shares
|
$259,226
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
5,171
shares
|
$245,415
0.05% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
5,086
shares
|
$241,381
0.05% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,007
shares
|
$237,632
0.0% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,831
shares
|
$229,279
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,625
shares
|
$219,502
0.02% of portfolio
|
Q1 2023
Reduced 25.63%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,531
shares
|
$215,041
0.12% of portfolio
|
Q2 2022
Reduced 10.81%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,317
shares
|
$204,884
0.0% of portfolio
|
Q1 2024
New holding
|