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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
82,969
shares
|
$4.69 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
79,174
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2025
Added 377.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
77,680
shares
|
$4.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 85.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
76,268
shares
|
$4.31 Million
0.71% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
74,741
shares
|
$4.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
72,934
shares
|
$4.12 Million
0.0% of portfolio
|
Q1 2025
Added 54.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
70,975
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
69,818
shares
|
$3.95 Million
0.07% of portfolio
|
Q3 2022
Reduced 17.78%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
69,019
shares
|
$3.9 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
68,579
shares
|
$3.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
68,334
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
66,862
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
66,579
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
66,053
shares
|
$3.73 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
65,345
shares
|
$3.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
65,026
shares
|
$3.68 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
62,117
shares
|
$3.51 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
61,808
shares
|
$3.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.39%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
53,797
shares
|
$3.04 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
47,574
shares
|
$2.69 Million
0.17% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
46,525
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,686
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
40,616
shares
|
$2.3 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
39,279
shares
|
$2.22 Million
1.06% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
38,439
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|