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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,530
shares
|
$312,555
0.0% of portfolio
|
Q2 2023
Reduced 13.15%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,462
shares
|
$308,712
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,462
shares
|
$308,712
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,273
shares
|
$298,029
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
5,086
shares
|
$287,460
0.06% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,023
shares
|
$283,899
0.0% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,970
shares
|
$280,904
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,937
shares
|
$279,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,831
shares
|
$273,048
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,753
shares
|
$268,639
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,616
shares
|
$260,896
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,531
shares
|
$256,092
0.12% of portfolio
|
Q2 2022
Reduced 10.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,348
shares
|
$245,748
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,327
shares
|
$244,562
0.01% of portfolio
|
Q1 2025
Added 27.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,215
shares
|
$238,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,169
shares
|
$235,631
0.02% of portfolio
|
Q1 2025
Reduced 25.75%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
4,032
shares
|
$227,888
0.05% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,981
shares
|
$225,006
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,921
shares
|
$221,614
0.0% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,897
shares
|
$220,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
3,869
shares
|
$218,675
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
3,423
shares
|
$193,467
0.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,255
shares
|
$183,972
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,135
shares
|
$177,190
0.0% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
2,745
shares
|
$155,147
0.06% of portfolio
|
Q1 2025
New holding
|