Institutional Ownership Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
11,384,812
shares
|
$554 Million
0.78% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
4,744,827
shares
|
$231 Million
0.05% of portfolio
|
Q1 2024
Added 9.19%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,887,422
shares
|
$91.9 Million
0.01% of portfolio
|
Q1 2024
Added 0.85%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,223,057
shares
|
$59.5 Million
0.0% of portfolio
|
Q1 2024
Added 6.29%
|
|
Victory Capital Management Inc
|
May 03, 2024 Q1 2024 |
1,068,293
shares
|
$52 Million
0.05% of portfolio
|
Q2 2021
Reduced 3.32%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
717,398
shares
|
$34.9 Million
0.53% of portfolio
|
Q2 2023
Added 0.1%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
603,211
shares
|
$29.4 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
595,972
shares
|
$29 Million
2.57% of portfolio
|
Q3 2022
Added 0.07%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
470,858
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 32.39%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
309,874
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2024
Added 1024.93%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
303,748
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 52.38%
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
303,542
shares
|
$14.8 Million
1.45% of portfolio
|
Q1 2024
Reduced 3.09%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
295,522
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2024 Q1 2024 |
263,061
shares
|
$12.8 Million
9.5% of portfolio
|
Q1 2024
Added 11.39%
|
|
Arlington Financial Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
182,661
shares
|
$8.89 Million
2.45% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Rtd Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
158,794
shares
|
$7.73 Million
1.06% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
156,735
shares
|
$7.63 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
137,581
shares
|
$6.7 Million
0.08% of portfolio
|
Q1 2024
Reduced 33.29%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
136,580
shares
|
$6.65 Million
0.0% of portfolio
|
Q1 2024
Added 35.71%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
125,251
shares
|
$6.1 Million
0.02% of portfolio
|
Q1 2024
Added 1.14%
|
|
Callan Capital, LLC
La Jolla, CA |
May 03, 2024 Q1 2024 |
121,693
shares
|
$5.92 Million
0.54% of portfolio
|
Q1 2024
Reduced 8.17%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
121,558
shares
|
$5.92 Million
1.13% of portfolio
|
Q1 2024
Added 3149.35%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
112,369
shares
|
$5.47 Million
0.0% of portfolio
|
Q1 2024
Added 6.28%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
108,737
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2024
Added 9.67%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
102,311
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2024
Added 104.82%
|