Institutional Ownership Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
371,855
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2024
Added 4.44%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
306,813
shares
|
$14.2 Million
0.01% of portfolio
|
Q2 2024
Added 63.71%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
196,146
shares
|
$9.08 Million
1.68% of portfolio
|
Q2 2024
Added 69.76%
|
|
Twelve Points Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
184,675
shares
|
$8.55 Million
3.27% of portfolio
|
Q2 2024
Added 7.37%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
129,320
shares
|
$5.99 Million
5.04% of portfolio
|
Q2 2024
New holding
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
120,424
shares
|
$5.58 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 25, 2024 Q2 2024 |
105,803
shares
|
$4.9 Million
2.34% of portfolio
|
Q2 2024
Added 5.82%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
94,393
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.71%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
73,621
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2024
Added 43.8%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
63,470
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
58,216
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2024
Added 0.41%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
52,155
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
50,732
shares
|
$2.35 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
Compton Wealth Advisory Group, LLC
|
Jul 12, 2024 Q2 2024 |
50,500
shares
|
$2.34 Million
0.66% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
Prosperity Consulting Group, LLC
|
Aug 08, 2024 Q2 2024 |
47,350
shares
|
$2.19 Million
0.32% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
44,032
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
37,231
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
34,185
shares
|
$1.58 Million
0.44% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
31,380
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2024
Added 454.12%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
30,797
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
25,912
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
Added 411.39%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
23,099
shares
|
$1.07 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
22,855
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
22,594
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 21.55%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
22,130
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 37.03%
|