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 206 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
87,607
shares
|
$4.41 Million
0.29% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
85,639
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
72,861
shares
|
$3.67 Million
0.69% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
71,049
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
69,818
shares
|
$3.52 Million
0.07% of portfolio
|
Q3 2022
Reduced 17.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
68,707
shares
|
$3.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
66,884
shares
|
$3.37 Million
0.92% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
65,741
shares
|
$3.31 Million
0.84% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
65,450
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2023
Reduced 1.96%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
62,699
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
62,407
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
60,007
shares
|
$3.02 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
58,438
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
55,150
shares
|
$2.78 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
55,145
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Added 536.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
52,046
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,661
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
44,872
shares
|
$2.26 Million
0.15% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,686
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
40,616
shares
|
$2.05 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
39,059
shares
|
$1.97 Million
0.98% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
38,539
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
38,147
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
35,774
shares
|
$1.8 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
33,131
shares
|
$1.67 Million
1.07% of portfolio
|
Q4 2024
Added 5.63%
|