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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,698
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,464
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
17,684
shares
|
$999,499
0.4% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
16,851
shares
|
$952,418
0.06% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
16,569
shares
|
$936,479
0.21% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
16,419
shares
|
$928,001
0.09% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,119
shares
|
$911,045
0.02% of portfolio
|
Q3 2022
Added 92.88%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
15,776
shares
|
$891,659
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
15,617
shares
|
$882,672
0.01% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
14,942
shares
|
$844,521
0.17% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
14,869
shares
|
$840,395
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
14,600
shares
|
$825,192
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
14,118
shares
|
$797,949
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
13,568
shares
|
$766,863
0.0% of portfolio
|
Q1 2025
Added 75.73%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
13,530
shares
|
$764,715
0.29% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12,743
shares
|
$720,234
0.05% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,065
shares
|
$681,913
0.0% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
11,929
shares
|
$674,227
0.54% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
11,783
shares
|
$665,975
0.01% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,645
shares
|
$658,175
0.0% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,508
shares
|
$650,432
0.01% of portfolio
|
Q4 2022
Reduced 33.89%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
11,324
shares
|
$640,032
0.05% of portfolio
|
Q4 2022
Reduced 1.01%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,235
shares
|
$635,002
0.07% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,871
shares
|
$614,428
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,592
shares
|
$598,659
0.0% of portfolio
|
Q1 2025
Added 60.92%
|