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 202 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 $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
87,607
shares
|
$4.16 Million
0.29% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
84,990
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
71,485
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
69,818
shares
|
$3.31 Million
0.07% of portfolio
|
Q3 2022
Reduced 17.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
68,707
shares
|
$3.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
67,926
shares
|
$3.22 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
65,578
shares
|
$3.11 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
65,450
shares
|
$3.11 Million
0.02% of portfolio
|
Q4 2023
Reduced 1.96%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
65,292
shares
|
$3.1 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
62,699
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
62,407
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
59,530
shares
|
$2.83 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
58,438
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
52,046
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,661
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,686
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
42,423
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
40,616
shares
|
$1.93 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
38,993
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
38,824
shares
|
$1.84 Million
1.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
38,147
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
37,431
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
35,774
shares
|
$1.7 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,166
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Added 49.54%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
31,466
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2024
Added 0.69%
|