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 200 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
226
shares
|
$11,254
0.01% of portfolio
|
Q1 2024
Reduced 21.8%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
211
shares
|
$10,507
0.0% of portfolio
|
Q3 2024
Reduced 92.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
205
shares
|
$10,209
0.0% of portfolio
|
Q2 2021
Added 65.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
199
shares
|
$9,910
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
172
shares
|
$8,565
0.0% of portfolio
|
Q1 2024
Added 191.53%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
171
shares
|
$8,515
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
165
shares
|
$8,217
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
165
shares
|
$8,217
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
150
shares
|
$7,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
145
shares
|
$7,221
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
129
shares
|
$6,424
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
115
shares
|
$5,727
0.0% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
107
shares
|
$5,328
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
105
shares
|
$5,229
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
100
shares
|
$4,980
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
99
shares
|
$4,930
0.0% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
83
shares
|
$4,133
0.0% of portfolio
|
Q3 2024
Reduced 85.59%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
82
shares
|
$4,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
82
shares
|
$4,083
0.0% of portfolio
|
Q1 2024
Reduced 84.73%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
80
shares
|
$3,984
0.0% of portfolio
|
Q4 2024
Reduced 99.66%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
61
shares
|
$3,037
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
50
shares
|
$2,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
46
shares
|
$2,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3
shares
|
$149
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|