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 224 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
11,861,260
shares
|
$727 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
4,588,907
shares
|
$281 Million
0.05% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,768,322
shares
|
$108 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,322,481
shares
|
$81.1 Million
0.01% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
979,947
shares
|
$60.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
883,792
shares
|
$54.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
717,398
shares
|
$44 Million
0.53% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
648,408
shares
|
$39.7 Million
0.01% of portfolio
|
Q2 2025
Added 26.78%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
595,972
shares
|
$36.5 Million
2.57% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
480,380
shares
|
$29.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
386,923
shares
|
$23.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
378,017
shares
|
$23.2 Million
1.67% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
366,105
shares
|
$22.4 Million
10.59% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
291,794
shares
|
$17.9 Million
0.15% of portfolio
|
Q2 2025
Added 61.17%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
232,516
shares
|
$14.3 Million
2.77% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
171,590
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
149,060
shares
|
$9.14 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
147,075
shares
|
$9.01 Million
0.0% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
146,563
shares
|
$8.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
139,147
shares
|
$8.53 Million
0.01% of portfolio
|
Q4 2024
Added 3213.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
130,257
shares
|
$7.98 Million
0.02% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
125,291
shares
|
$7.68 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
110,557
shares
|
$6.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
105,664
shares
|
$6.48 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
96,009
shares
|
$5.88 Million
0.22% of portfolio
|
Q2 2025
Added 9932.29%
|