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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
6,510
shares
|
$332,335
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,344
shares
|
$323,861
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,253
shares
|
$319,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$295,069
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,780
shares
|
$295,069
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
5,570
shares
|
$284,348
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,471
shares
|
$279,294
0.0% of portfolio
|
Q3 2023
Added 400.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
5,437
shares
|
$277,558
0.0% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,205
shares
|
$265,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,920
shares
|
$251,166
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,850
shares
|
$247,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,830
shares
|
$246,571
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
4,635
shares
|
$236,616
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,514
shares
|
$230,439
0.02% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,310
shares
|
$220,025
0.0% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,272
shares
|
$218,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$216,962
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,242
shares
|
$216,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$206,905
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
3,975
shares
|
$202,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,626
shares
|
$185,107
0.0% of portfolio
|
Q2 2025
Reduced 71.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,399
shares
|
$173,518
0.0% of portfolio
|
Q3 2025
Added 33.61%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,152
shares
|
$160,909
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,850
shares
|
$145,492
0.01% of portfolio
|
Q4 2019
Reduced 80.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,650
shares
|
$135,282
0.01% of portfolio
|
Q3 2025
New holding
|