Institutional Ownership Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
20,883
shares
|
$1.07 Million
1.65% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
20,062
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Added 580.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,803
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
18,532
shares
|
$948,282
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,417
shares
|
$788,887
0.04% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
15,350
shares
|
$785,459
0.0% of portfolio
|
Q3 2024
Added 101.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
15,125
shares
|
$773,946
0.02% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,820
shares
|
$758,339
0.0% of portfolio
|
Q3 2024
Added 203.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
14,500
shares
|
$741,965
0.0% of portfolio
|
Q4 2024
Added 35.83%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
12,576
shares
|
$643,513
0.55% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,235
shares
|
$626,064
0.0% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,205
shares
|
$624,529
0.35% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,177
shares
|
$623,097
0.02% of portfolio
|
Q3 2024
Reduced 60.46%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,325
shares
|
$579,500
0.03% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,213
shares
|
$573,769
0.0% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,547
shares
|
$488,519
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
8,962
shares
|
$458,585
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,730
shares
|
$446,714
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,307
shares
|
$425,069
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,851
shares
|
$401,735
0.01% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
7,726
shares
|
$395,339
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,266
shares
|
$371,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,212
shares
|
$369,038
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,881
shares
|
$352,100
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,878
shares
|
$351,947
0.01% of portfolio
|
Q4 2024
Added 14.5%
|