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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
47,979
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
44,741
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,686
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
40,616
shares
|
$2.49 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
39,595
shares
|
$2.43 Million
1.11% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
38,439
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
36,749
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
36,006
shares
|
$2.21 Million
1.46% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
35,774
shares
|
$2.19 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
31,072
shares
|
$1.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
30,707
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 126.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
28,278
shares
|
$1.73 Million
0.37% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
27,953
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,281
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
26,941
shares
|
$1.65 Million
0.42% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
25,378
shares
|
$1.56 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
24,237
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
23,628
shares
|
$1.45 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
23,596
shares
|
$1.45 Million
0.36% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,396
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,455
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
21,413
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
21,291
shares
|
$1.3 Million
0.35% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
21,117
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
20,290
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.55%
|