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 226 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
92,898
shares
|
$5.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
91,099
shares
|
$5.63 Million
0.01% of portfolio
|
Q2 2025
Added 1075.62%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
85,820
shares
|
$5.3 Million
2.75% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
84,261
shares
|
$5.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
82,341
shares
|
$5.09 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
80,641
shares
|
$4.98 Million
1.28% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
76,931
shares
|
$4.76 Million
0.72% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,861
shares
|
$4.63 Million
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
70,975
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
70,917
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
69,818
shares
|
$4.32 Million
0.07% of portfolio
|
Q3 2022
Reduced 17.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
69,214
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
68,445
shares
|
$4.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
66,905
shares
|
$4.14 Million
0.88% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
66,099
shares
|
$4.09 Million
0.9% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
65,345
shares
|
$4.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
65,345
shares
|
$4.04 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
63,489
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
63,257
shares
|
$3.91 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
57,531
shares
|
$3.56 Million
0.83% of portfolio
|
Q2 2025
Added 60.77%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
56,243
shares
|
$3.48 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
51,885
shares
|
$3.21 Million
0.19% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
49,211
shares
|
$3.04 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
49,166
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
47,979
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.37%
|