Purchases and Sales Made in Q1 2025 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.4K+ 71.02% |
$3.29M - $3.77M
|
167K
$9.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
69KNew |
$3.27M - $3.74M
|
69K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.3K+ 583.38% |
$3.14M - $3.6M
|
77.7K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.6K+ 377.04% |
$2.97M - $3.4M
|
79.2K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
62.1KNew |
$2.94M - $3.37M
|
62.1K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.3K+ 13.49% |
$2.24M - $2.57M
|
398K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
35.8KNew |
$1.7M - $1.94M
|
35.8K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8K+ 54.78% |
$1.22M - $1.4M
|
72.9K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.1KNew |
$1.19M - $1.36M
|
25.1K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.9K+ 5.48% |
$894K - $1.02M
|
363K
$20.5M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
10.3KNew |
$490K - $561K
|
10.3K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.21KNew |
$436K - $500K
|
9.21K
$520K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.7K+ 37.57% |
$365K - $418K
|
28.2K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.83K+ 6.09% |
$324K - $371K
|
119K
$6.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.59KNew |
$312K - $358K
|
6.59K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.49KNew |
$308K - $352K
|
6.49K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.01KNew |
$285K - $326K
|
6.01K
$339K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.85K+ 75.73% |
$277K - $317K
|
13.6K
$767K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.61K+ 1.11% |
$266K - $304K
|
511K
$28.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.05K+ 8.18% |
$240K - $274K
|
66.9K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.94KNew |
$234K - $268K
|
4.94K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.45K+ 6.69% |
$211K - $241K
|
71K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.35KNew |
$206K - $236K
|
4.35K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.22KNew |
$200K - $229K
|
4.22K
$238K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.01K+ 60.92% |
$190K - $218K
|
10.6K
$599K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.98KNew |
$189K - $216K
|
3.98K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.92K+ 3.14% |
$186K - $213K
|
129K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 4.56% |
$185K - $212K
|
89.5K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.9KNew |
$185K - $211K
|
3.9K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$183K - $210K
|
3.87K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.56K+ 91.99% |
$169K - $193K
|
7.43K
$420K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.41K+ 4.68% |
$161K - $185K
|
76.3K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.38K+ 5.21% |
$160K - $184K
|
68.3K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.75KNew |
$130K - $149K
|
2.75K
$155K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.74K+ 54.92% |
$130K - $149K
|
7.72K
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.7K+ 6.02% |
$128K - $147K
|
47.6K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.58KNew |
$122K - $140K
|
2.58K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 7.14% |
$107K - $122K
|
33.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.89K+ 376.69% |
$89.6K - $103K
|
2.39K
$135K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.36K+ 10.04% |
$64.6K - $74K
|
14.9K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.26K+ 3.79% |
$59.5K - $68.2K
|
34.4K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
957New |
$45.4K - $51.9K
|
957
$54.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
940+ 27.75% |
$44.5K - $51K
|
4.33K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
925+ 2.81% |
$43.8K - $50.2K
|
33.8K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
759+ 3.54% |
$36K - $41.2K
|
22.2K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
729+ 6.68% |
$34.5K - $39.6K
|
11.6K
$658K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
604New |
$28.6K - $32.8K
|
604
$34.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
589+ 31.98% |
$27.9K - $32K
|
2.43K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 2.73% |
$25.8K - $29.6K
|
20.5K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
516+ 101.18% |
$24.5K - $28K
|
1.03K
$58K
|