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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,203
shares
|
$142,314
0.04% of portfolio
|
Q4 2023
Reduced 17.72%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,138
shares
|
$134,625
0.01% of portfolio
|
Q3 2021
Added 29.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
832
shares
|
$98,425
0.01% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
752
shares
|
$88,961
0.0% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
650
shares
|
$76,895
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
647
shares
|
$76,540
0.0% of portfolio
|
Q2 2024
Added 40.35%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
644
shares
|
$76,185
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
600
shares
|
$70,980
0.0% of portfolio
|
Q1 2024
Reduced 24.05%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
496
shares
|
$58,676
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
443
shares
|
$52,406
0.0% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
432
shares
|
$51,105
0.0% of portfolio
|
Q1 2023
Added 6.94%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
393
shares
|
$46,491
0.0% of portfolio
|
Q3 2023
Added 31.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
355
shares
|
$41,996
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
345
shares
|
$40,813
0.02% of portfolio
|
Q3 2019
Reduced 50.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
251
shares
|
$29,693
0.0% of portfolio
|
Q3 2024
Reduced 94.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
249
shares
|
$29,456
0.0% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
174
shares
|
$20,584
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
170
shares
|
$20,111
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
137
shares
|
$16,207
0.0% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
124
shares
|
$14,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
79
shares
|
$9,345
0.0% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
66
shares
|
$7,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
63
shares
|
$7,452
0.0% of portfolio
|
Q1 2024
Reduced 66.31%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
63
shares
|
$7,452
0.0% of portfolio
|
Q3 2024
Added 687.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$6,151
0.0% of portfolio
|
Q4 2023
Added 2500.0%
|