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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
10,346
shares
|
$584,755
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
9,986
shares
|
$564,408
0.0% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
9,671
shares
|
$546,604
0.0% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
9,483
shares
|
$535,979
0.0% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,208
shares
|
$520,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
9,150
shares
|
$517,158
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,143
shares
|
$460,242
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,041
shares
|
$454,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,954
shares
|
$449,560
0.06% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
7,887
shares
|
$445,773
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,752
shares
|
$438,143
0.0% of portfolio
|
Q3 2024
Reduced 62.05%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,549
shares
|
$426,669
0.0% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,428
shares
|
$419,830
0.01% of portfolio
|
Q1 2025
Added 91.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,298
shares
|
$412,482
0.0% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,031
shares
|
$397,392
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
6,589
shares
|
$372,410
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,492
shares
|
$366,927
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
6,426
shares
|
$363,197
0.07% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
6,364
shares
|
$359,693
0.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,322
shares
|
$357,319
0.01% of portfolio
|
Q1 2025
Reduced 44.09%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,005
shares
|
$339,402
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
5,896
shares
|
$333,241
0.07% of portfolio
|
Q1 2025
Reduced 93.93%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
5,776
shares
|
$326,459
0.08% of portfolio
|
Q1 2025
Reduced 45.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,761
shares
|
$325,611
0.0% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,674
shares
|
$320,694
0.01% of portfolio
|
Q3 2024
Added 7.85%
|