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 113 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
371,855
shares
|
$19 Million
0.0% of portfolio
|
Q2 2024
Added 70.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
306,813
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2024
Added 63.71%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
203,379
shares
|
$10.4 Million
1.65% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
195,475
shares
|
$10 Million
3.13% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
120,424
shares
|
$6.17 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
94,393
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
73,621
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2024
Added 43.8%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
63,470
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
60,308
shares
|
$3.09 Million
0.13% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
50,847
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
50,732
shares
|
$2.6 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
47,500
shares
|
$2.43 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
46,561
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
44,032
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
37,231
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
33,770
shares
|
$1.73 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
31,380
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2024
Added 454.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
26,184
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
25,912
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 411.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
23,124
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
23,099
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
22,855
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
22,130
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Added 58.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,318
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
21,000
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Added 400.0%
|