Institutional Ownership Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$25,148
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
174
shares
|
$21,878
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
137
shares
|
$17,226
0.0% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
111
shares
|
$13,957
0.0% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
110
shares
|
$13,831
0.0% of portfolio
|
Q4 2025
Added 547.06%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
93
shares
|
$11,693
0.0% of portfolio
|
Q3 2024
Reduced 76.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$6,538
0.0% of portfolio
|
Q4 2023
Added 2500.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
50
shares
|
$6,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
47
shares
|
$5,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
44
shares
|
$5,532
0.0% of portfolio
|
Q2 2025
Added 62.96%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
16
shares
|
$2,011
0.0% of portfolio
|
Q3 2025
Reduced 93.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
14
shares
|
$1,760
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12
shares
|
$1,508
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
7
shares
|
$880
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|