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 88 institutions that hold shares in the stock, with a total of 997,597 shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
93
shares
|
$10,914
0.0% of portfolio
|
Q3 2024
Reduced 76.34%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
80
shares
|
$9,388
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
63
shares
|
$7,393
0.0% of portfolio
|
Q1 2024
Reduced 66.31%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
63
shares
|
$7,393
0.0% of portfolio
|
Q3 2024
Added 687.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$6,102
0.0% of portfolio
|
Q4 2023
Added 2500.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
41
shares
|
$4,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
34
shares
|
$3,990
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
27
shares
|
$3,168
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14
shares
|
$1,643
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12
shares
|
$1,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
12
shares
|
$1,408
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2
shares
|
$234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|