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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,888
shares
|
$351,632
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,881
shares
|
$351,275
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
6,572
shares
|
$335,500
0.21% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
6,510
shares
|
$332,335
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,344
shares
|
$323,861
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,253
shares
|
$319,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$295,069
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
5,780
shares
|
$295,069
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
5,570
shares
|
$284,348
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,563
shares
|
$283,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,471
shares
|
$279,294
0.0% of portfolio
|
Q3 2023
Added 400.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,205
shares
|
$265,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,099
shares
|
$260,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,920
shares
|
$251,166
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,850
shares
|
$247,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,830
shares
|
$246,571
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
4,635
shares
|
$236,616
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,514
shares
|
$230,439
0.02% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,310
shares
|
$220,025
0.0% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,242
shares
|
$216,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$206,905
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
3,975
shares
|
$202,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
3,938
shares
|
$201,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,399
shares
|
$173,518
0.0% of portfolio
|
Q3 2025
Added 33.61%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,152
shares
|
$160,909
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|