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 202 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
11,355,161
shares
|
$545 Million
0.12% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,399,738
shares
|
$211 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,683,886
shares
|
$80.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,315,390
shares
|
$63.1 Million
0.01% of portfolio
|
Q3 2024
Added 36.06%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,068,293
shares
|
$51.3 Million
0.06% of portfolio
|
Q2 2021
Reduced 3.32%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
717,398
shares
|
$34.4 Million
0.53% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
631,024
shares
|
$30.3 Million
0.05% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
595,972
shares
|
$28.6 Million
2.57% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
482,974
shares
|
$23.2 Million
0.01% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
323,653
shares
|
$15.5 Million
1.48% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
315,988
shares
|
$15.2 Million
14.18% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
304,249
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
221,876
shares
|
$10.6 Million
0.12% of portfolio
|
Q3 2024
Added 150.9%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
181,948
shares
|
$8.73 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
155,274
shares
|
$7.45 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
152,088
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
126,590
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
125,935
shares
|
$6.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
121,355
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
120,897
shares
|
$5.8 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
115,189
shares
|
$5.53 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
112,688
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
93,776
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
93,752
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
93,368
shares
|
$4.48 Million
1.16% of portfolio
|
Q3 2024
Added 131.14%
|