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 $1.39 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
96,518
shares
|
$4.73 Million
0.12% of portfolio
|
Q1 2024
Added 3.15%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
92,337
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.22%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
83,577
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2024
Added 407.05%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
82,102
shares
|
$4.02 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
81,244
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2024
Added 4.34%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
76,625
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2024
Added 5.52%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
72,886
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
70,209
shares
|
$3.44 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
69,818
shares
|
$3.42 Million
0.07% of portfolio
|
Q3 2022
Reduced 17.78%
|
|
Kwb Wealth
Redlands, CA |
Apr 19, 2024 Q1 2024 |
68,821
shares
|
$3.37 Million
0.46% of portfolio
|
Q1 2024
Reduced 72.26%
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
68,554
shares
|
$3.36 Million
0.86% of portfolio
|
Q1 2024
Added 1.43%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
65,675
shares
|
$3.22 Million
0.98% of portfolio
|
Q1 2024
Added 2.59%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
65,450
shares
|
$3.21 Million
0.02% of portfolio
|
Q4 2023
Reduced 1.96%
|
|
Verum Partners LLC
Charlotte, NC |
Apr 18, 2024 Q1 2024 |
65,048
shares
|
$3.19 Million
1.15% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
51,510
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2024
Added 7.29%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
50,439
shares
|
$2.47 Million
0.01% of portfolio
|
Q1 2024
Added 71.3%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
50,387
shares
|
$2.47 Million
0.69% of portfolio
|
Q1 2024
Reduced 33.55%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
45,656
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2024
Added 31.02%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,686
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2023
Added 3.22%
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
41,952
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2023
Reduced 4.19%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
41,889
shares
|
$2.05 Million
0.08% of portfolio
|
Q1 2024
Reduced 70.02%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
38,317
shares
|
$1.88 Million
1.06% of portfolio
|
Q1 2024
Added 0.42%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
36,492
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.28%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
35,774
shares
|
$1.75 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 13, 2024 Q1 2024 |
33,984
shares
|
$1.66 Million
0.49% of portfolio
|
Q1 2024
Reduced 7.03%
|