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 204 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
90,092
shares
|
$4.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
87,607
shares
|
$4.52 Million
0.29% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
85,639
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
72,861
shares
|
$3.76 Million
0.69% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
71,049
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
70,064
shares
|
$3.61 Million
0.05% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
69,818
shares
|
$3.6 Million
0.07% of portfolio
|
Q3 2022
Reduced 17.78%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
66,884
shares
|
$3.45 Million
0.92% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
66,526
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
66,389
shares
|
$3.42 Million
0.0% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
65,900
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
65,741
shares
|
$3.39 Million
0.84% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
64,952
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
61,808
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2024
Added 27.02%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
60,007
shares
|
$3.09 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
55,150
shares
|
$2.84 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
55,145
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 536.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
52,046
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
47,121
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
44,872
shares
|
$2.31 Million
0.15% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,686
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
40,616
shares
|
$2.09 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
39,059
shares
|
$2.01 Million
0.98% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
38,539
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
36,327
shares
|
$1.87 Million
0.54% of portfolio
|
Q4 2024
Added 18.73%
|