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 |
|---|---|---|---|---|---|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
31,366
shares
|
$1.49 Million
1.12% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
30,660
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 27.81%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
30,596
shares
|
$1.45 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
30,327
shares
|
$1.44 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,118
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
29,948
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
29,222
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
29,080
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
27,879
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
25,148
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
23,951
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
23,820
shares
|
$1.13 Million
0.36% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
23,754
shares
|
$1.13 Million
0.46% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
23,476
shares
|
$1.11 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
23,245
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23,036
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
21,413
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
20,884
shares
|
$991,154
0.05% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$949,200
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$949,200
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
19,857
shares
|
$942,413
0.27% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
19,685
shares
|
$934,250
0.07% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,698
shares
|
$887,407
0.06% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
17,559
shares
|
$833,350
0.36% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
16,915
shares
|
$802,785
0.23% of portfolio
|
Q3 2024
Reduced 0.4%
|