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 116 institutions that hold shares in the stock, with a total of 1.97 Million shares, which have been reported (via 13F filing form) to have a value of $99 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
229,144
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
199,499
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
186,145
shares
|
$9.36 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
77,954
shares
|
$3.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
69,387
shares
|
$3.49 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
67,665
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
61,005
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 38.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
60,357
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
55,788
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
50,732
shares
|
$2.55 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
47,500
shares
|
$2.39 Million
0.58% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
47,141
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Added 46.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
45,413
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
45,071
shares
|
$2.27 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.22%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
43,575
shares
|
$2.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
32,839
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 45.31%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
30,070
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
26,564
shares
|
$1.34 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
24,635
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
24,450
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
23,700
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,546
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,318
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
21,000
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,070
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 6.74%
|