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 230 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
49,211
shares
|
$3.13 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
48,772
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
42,997
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,686
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
40,616
shares
|
$2.58 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
39,839
shares
|
$2.53 Million
1.07% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
38,674
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
37,458
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
36,690
shares
|
$2.33 Million
1.47% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
35,774
shares
|
$2.27 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
32,812
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
32,795
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2025
Added 52.85%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
30,978
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 285.25%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
29,790
shares
|
$1.89 Million
0.42% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
29,752
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,925
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 496.21%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
26,799
shares
|
$1.7 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
25,378
shares
|
$1.61 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
23,628
shares
|
$1.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
23,406
shares
|
$1.49 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
23,195
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,396
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
21,421
shares
|
$1.36 Million
0.41% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
21,413
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
21,373
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.82%
|
|