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 111 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
5,780
shares
|
$255,591
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$255,591
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
5,570
shares
|
$246,305
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,485
shares
|
$242,546
0.2% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
5,471
shares
|
$241,927
0.01% of portfolio
|
Q3 2023
Added 400.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,357
shares
|
$236,886
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
5,337
shares
|
$236,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,205
shares
|
$230,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
4,920
shares
|
$217,562
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,869
shares
|
$215,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,850
shares
|
$214,467
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,830
shares
|
$213,582
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,644
shares
|
$205,357
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,635
shares
|
$204,959
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,388
shares
|
$194,037
0.01% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,325
shares
|
$191,251
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
4,250
shares
|
$187,935
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,235
shares
|
$187,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,097
shares
|
$181,169
0.0% of portfolio
|
Q4 2024
Added 23.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$179,223
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,009
shares
|
$177,277
0.04% of portfolio
|
Q2 2024
Added 34.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,140
shares
|
$138,850
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$110,550
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,268
shares
|
$100,290
0.01% of portfolio
|
Q4 2023
Added 224.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,170
shares
|
$95,957
0.0% of portfolio
|
Q4 2024
Added 675.0%
|