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 91 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
172
shares
|
$18,717
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
140
shares
|
$15,234
0.0% of portfolio
|
Q4 2024
Reduced 60.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
137
shares
|
$14,908
0.0% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$10,882
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
93
shares
|
$10,120
0.0% of portfolio
|
Q3 2024
Reduced 76.34%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
80
shares
|
$8,705
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
63
shares
|
$6,855
0.0% of portfolio
|
Q1 2024
Reduced 66.31%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
63
shares
|
$6,855
0.0% of portfolio
|
Q3 2024
Added 687.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$5,658
0.0% of portfolio
|
Q4 2023
Added 2500.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
41
shares
|
$4,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
34
shares
|
$3,699
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
27
shares
|
$2,938
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14
shares
|
$1,523
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
12
shares
|
$1,305
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12
shares
|
$1,305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2
shares
|
$217
0.0% of portfolio
|
Q4 2024
New holding
|