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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,453
shares
|
$942,025
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,180
shares
|
$928,089
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
17,680
shares
|
$902,564
1.85% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
17,667
shares
|
$901,900
0.15% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,917
shares
|
$812,562
0.01% of portfolio
|
Q2 2025
Added 107.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
15,050
shares
|
$768,302
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
14,939
shares
|
$762,635
0.04% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,076
shares
|
$718,579
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
13,974
shares
|
$713,372
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
11,705
shares
|
$597,540
0.31% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
11,553
shares
|
$589,780
0.47% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
11,542
shares
|
$589,219
0.16% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,325
shares
|
$578,141
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,142
shares
|
$517,749
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
9,909
shares
|
$505,854
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
8,996
shares
|
$459,245
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
8,730
shares
|
$445,666
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,006
shares
|
$408,706
0.0% of portfolio
|
Q3 2025
Reduced 38.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,759
shares
|
$396,096
0.0% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,238
shares
|
$369,499
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
7,135
shares
|
$364,241
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,888
shares
|
$351,632
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,881
shares
|
$351,275
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
6,572
shares
|
$335,500
0.21% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,566
shares
|
$335,194
0.0% of portfolio
|
Q2 2025
Added 14.05%
|