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 205 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
12,294,100
shares
|
$653 Million
0.11% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
4,585,831
shares
|
$243 Million
0.04% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,468,332
shares
|
$78 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,227,236
shares
|
$65.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,068,293
shares
|
$56.7 Million
0.05% of portfolio
|
Q2 2021
Reduced 3.32%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
717,398
shares
|
$38.1 Million
0.53% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
595,972
shares
|
$31.6 Million
2.57% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
572,589
shares
|
$30.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
505,819
shares
|
$26.9 Million
0.01% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
382,505
shares
|
$20.3 Million
1.61% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
350,436
shares
|
$18.6 Million
0.0% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
344,127
shares
|
$18.3 Million
9.94% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
245,762
shares
|
$13 Million
0.12% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
228,568
shares
|
$12.1 Million
2.56% of portfolio
|
Q4 2024
Added 25.62%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
155,078
shares
|
$8.23 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
153,553
shares
|
$8.15 Million
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
139,147
shares
|
$7.39 Million
0.01% of portfolio
|
Q4 2024
Added 3213.81%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
128,500
shares
|
$6.82 Million
1.1% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
125,592
shares
|
$6.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
124,617
shares
|
$6.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
112,113
shares
|
$5.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
108,857
shares
|
$5.78 Million
0.38% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
103,301
shares
|
$5.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
97,745
shares
|
$5.19 Million
0.01% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
97,054
shares
|
$5.15 Million
1.03% of portfolio
|
Q4 2024
Added 3.95%
|