Institutional Ownership Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
11,699,271
shares
|
$661 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,458,350
shares
|
$252 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,068,293
shares
|
$60.4 Million
0.06% of portfolio
|
Q2 2021
Reduced 3.32%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,067,596
shares
|
$60.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
918,023
shares
|
$51.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
717,398
shares
|
$40.5 Million
0.53% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
595,972
shares
|
$33.7 Million
2.57% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
538,509
shares
|
$30.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
511,425
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
397,720
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
362,994
shares
|
$20.5 Million
10.59% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
341,151
shares
|
$19.3 Million
1.52% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
217,363
shares
|
$12.3 Million
2.4% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
181,045
shares
|
$10.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 26.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
167,159
shares
|
$9.45 Million
0.02% of portfolio
|
Q1 2025
Added 71.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
152,920
shares
|
$8.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
152,358
shares
|
$8.61 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
139,147
shares
|
$7.86 Million
0.01% of portfolio
|
Q4 2024
Added 3213.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
128,534
shares
|
$7.26 Million
0.02% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
128,500
shares
|
$7.26 Million
1.1% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
124,941
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
118,946
shares
|
$6.72 Million
0.0% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
105,664
shares
|
$5.97 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
98,044
shares
|
$5.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
89,545
shares
|
$5.06 Million
0.01% of portfolio
|
Q1 2025
Added 4.56%
|