Institutional Ownership Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
223,079
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
188,051
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
186,185
shares
|
$9.5 Million
1.3% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
73,563
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
71,973
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
69,387
shares
|
$3.54 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
68,954
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
63,678
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
53,945
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
53,809
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
50,732
shares
|
$2.59 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
47,500
shares
|
$2.42 Million
0.58% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
45,413
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
41,280
shares
|
$2.11 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
32,450
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,675
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
30,070
shares
|
$1.54 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
26,431
shares
|
$1.35 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,492
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
24,598
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
23,700
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
23,700
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
23,415
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 330.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,154
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 57.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
21,585
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.9%
|
|