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 115 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
7,135
shares
|
$344,977
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,881
shares
|
$332,696
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,880
shares
|
$332,648
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,687
shares
|
$323,316
0.0% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
6,510
shares
|
$314,758
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,502
shares
|
$314,371
0.0% of portfolio
|
Q1 2025
Added 21.83%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
6,462
shares
|
$312,437
0.21% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,364
shares
|
$307,699
0.01% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,253
shares
|
$302,332
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,780
shares
|
$279,463
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$279,463
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,757
shares
|
$278,350
0.0% of portfolio
|
Q1 2025
Reduced 26.48%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
5,570
shares
|
$269,309
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,471
shares
|
$264,522
0.0% of portfolio
|
Q3 2023
Added 400.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,205
shares
|
$251,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,920
shares
|
$237,882
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,872
shares
|
$235,561
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,850
shares
|
$234,497
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,830
shares
|
$233,530
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,635
shares
|
$224,102
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
4,610
shares
|
$222,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$195,962
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,142
shares
|
$151,915
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,519
shares
|
$121,793
0.02% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,500
shares
|
$120,875
0.0% of portfolio
|
Q3 2023
Added 400.0%
|