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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
2,519
shares
|
$128,594
0.02% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
2,500
shares
|
$127,625
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
2,268
shares
|
$115,781
0.01% of portfolio
|
Q4 2023
Added 224.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,734
shares
|
$88,520
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,700
shares
|
$86,785
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,615
shares
|
$82,445
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,525
shares
|
$77,851
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,415
shares
|
$72,235
0.01% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,392
shares
|
$71,061
0.0% of portfolio
|
Q1 2025
Added 62.24%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
1,349
shares
|
$68,866
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,305
shares
|
$66,620
0.03% of portfolio
|
Q4 2023
Reduced 10.92%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,250
shares
|
$63,812
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,020
shares
|
$52,071
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
960
shares
|
$49,008
0.0% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
880
shares
|
$44,924
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
750
shares
|
$38,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
750
shares
|
$38,287
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
677
shares
|
$34,560
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
650
shares
|
$33,182
0.0% of portfolio
|
Q2 2025
Reduced 99.0%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
600
shares
|
$30,630
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
540
shares
|
$27,567
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
502
shares
|
$25,627
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
498
shares
|
$25,422
0.0% of portfolio
|
Q3 2025
Added 149.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
443
shares
|
$22,615
0.0% of portfolio
|
Q3 2025
Reduced 17.04%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
325
shares
|
$16,591
0.01% of portfolio
|
Q4 2023
New holding
|