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 93 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
249
shares
|
$26,107
0.0% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
191
shares
|
$20,026
0.0% of portfolio
|
Q4 2024
Reduced 23.9%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
171
shares
|
$17,929
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
140
shares
|
$14,679
0.0% of portfolio
|
Q4 2024
Reduced 60.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
137
shares
|
$14,364
0.0% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$10,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
93
shares
|
$9,751
0.0% of portfolio
|
Q3 2024
Reduced 76.34%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
79
shares
|
$8,283
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
63
shares
|
$6,605
0.0% of portfolio
|
Q3 2024
Added 687.5%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
63
shares
|
$6,605
0.0% of portfolio
|
Q1 2024
Reduced 66.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$5,452
0.0% of portfolio
|
Q4 2023
Added 2500.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
41
shares
|
$4,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
34
shares
|
$3,564
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
27
shares
|
$2,830
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
14
shares
|
$1,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12
shares
|
$1,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
12
shares
|
$1,258
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2
shares
|
$209
0.0% of portfolio
|
Q4 2024
New holding
|