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 112 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,878
shares
|
$344,106
0.01% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
6,605
shares
|
$330,448
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,972
shares
|
$298,779
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$289,173
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,780
shares
|
$289,173
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
5,570
shares
|
$278,667
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,485
shares
|
$274,414
0.2% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,471
shares
|
$273,714
0.01% of portfolio
|
Q3 2023
Added 400.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,357
shares
|
$268,010
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,011
shares
|
$250,700
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,869
shares
|
$243,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,850
shares
|
$242,645
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,830
shares
|
$241,644
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,635
shares
|
$231,889
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,596
shares
|
$229,937
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,324
shares
|
$216,329
0.0% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
4,250
shares
|
$212,627
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,235
shares
|
$211,877
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,078
shares
|
$204,022
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$202,771
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,009
shares
|
$200,570
0.04% of portfolio
|
Q2 2024
Added 34.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,329
shares
|
$166,549
0.0% of portfolio
|
Q3 2024
Reduced 26.8%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,140
shares
|
$157,094
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$125,075
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,268
shares
|
$113,468
0.01% of portfolio
|
Q4 2023
Added 224.0%
|