Institutional Ownership Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 1.15 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7,114
shares
|
$841,586
0.0% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,836
shares
|
$808,698
0.0% of portfolio
|
Q3 2024
Reduced 90.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
6,094
shares
|
$720,920
0.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,133
shares
|
$607,233
0.0% of portfolio
|
Q2 2024
Reduced 31.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,095
shares
|
$602,738
0.02% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,937
shares
|
$584,047
0.02% of portfolio
|
Q1 2021
Reduced 80.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,746
shares
|
$561,451
0.0% of portfolio
|
Q2 2024
Reduced 19.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,737
shares
|
$560,387
0.01% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
4,290
shares
|
$507,507
0.09% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
4,014
shares
|
$474,856
0.0% of portfolio
|
Q2 2023
Reduced 65.95%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,682
shares
|
$435,580
0.25% of portfolio
|
Q1 2023
Reduced 5.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
3,619
shares
|
$428,127
0.01% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,568
shares
|
$422,094
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
3,393
shares
|
$401,391
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,100
shares
|
$366,730
0.02% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,013
shares
|
$356,437
0.52% of portfolio
|
Q3 2023
Added 3.97%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,965
shares
|
$350,759
0.19% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
2,838
shares
|
$335,735
0.05% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
2,750
shares
|
$325,325
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,550
shares
|
$301,665
0.13% of portfolio
|
Q1 2024
Reduced 13.56%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
2,520
shares
|
$298,116
0.02% of portfolio
|
Q2 2024
Added 20.81%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
1,885
shares
|
$222,995
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
1,825
shares
|
$215,897
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
1,805
shares
|
$213,531
0.09% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,215
shares
|
$143,734
0.0% of portfolio
|
Q3 2024
Added 6.95%
|