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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,166
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Added 49.54%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
31,381
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
30,660
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 27.81%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
30,596
shares
|
$1.54 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
30,327
shares
|
$1.53 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,118
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
29,382
shares
|
$1.48 Million
0.36% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
29,222
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
27,879
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
25,148
shares
|
$1.27 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
24,099
shares
|
$1.21 Million
0.41% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
23,888
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
23,476
shares
|
$1.18 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23,036
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
21,413
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
20,884
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
20,679
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$1.01 Million
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
19,895
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
18,835
shares
|
$948,342
0.06% of portfolio
|
Q4 2024
Added 25.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,698
shares
|
$941,444
0.06% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
17,559
shares
|
$884,095
0.36% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
16,915
shares
|
$851,670
0.23% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
16,419
shares
|
$826,696
0.09% of portfolio
|
Q2 2023
Reduced 0.15%
|