Institutional Ownership Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
143,204
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
98,837
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
80,446
shares
|
$9.92 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
70,292
shares
|
$8.67 Million
0.01% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
64,411
shares
|
$7.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,936
shares
|
$7.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
59,200
shares
|
$7.3 Million
0.35% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
48,304
shares
|
$5.96 Million
0.04% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
47,134
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,050
shares
|
$4.81 Million
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,958
shares
|
$2.71 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
21,638
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,367
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
20,518
shares
|
$2.53 Million
0.21% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,740
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,919
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,557
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
11,550
shares
|
$1.42 Million
0.42% of portfolio
|
Q4 2022
Reduced 98.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,963
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,774
shares
|
$1.33 Million
0.39% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
9,523
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 78.81%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,198
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
9,114
shares
|
$1.12 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
8,851
shares
|
$1.09 Million
0.65% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
8,658
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.0%
|