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 |
---|---|---|---|---|---|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
32,359
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2024
Added 8.99%
|
|
Advisor Os, LLC
|
May 08, 2024 Q1 2024 |
29,096
shares
|
$1.42 Million
0.17% of portfolio
|
Q1 2024
Added 10.58%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 22, 2024 Q1 2024 |
29,045
shares
|
$1.42 Million
1.09% of portfolio
|
Q1 2024
Added 6.3%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
28,016
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2024
Added 7.36%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
26,627
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
26,179
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2024
Added 19.47%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
26,126
shares
|
$1.28 Million
0.37% of portfolio
|
Q1 2024
Added 19.52%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
25,453
shares
|
$1.25 Million
0.2% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
25,185
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
May 08, 2024 Q1 2024 |
24,751
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2024
Added 1.44%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 01, 2024 Q2 2024 |
24,715
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2024
Added 0.13%
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 14, 2024 Q1 2024 |
23,879
shares
|
$1.17 Million
0.47% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
23,245
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
23,096
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.56%
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
21,473
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
Aries Wealth Management
|
May 02, 2024 Q1 2024 |
21,471
shares
|
$1.05 Million
0.35% of portfolio
|
Q1 2024
Added 7.03%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
21,413
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
20,822
shares
|
$1.02 Million
0.32% of portfolio
|
Q1 2024
Added 15.64%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
20,359
shares
|
$996,980
0.0% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
20,000
shares
|
$979,400
0.08% of portfolio
|
Q4 2023
New holding
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 08, 2024 Q1 2024 |
20,000
shares
|
$979,400
0.42% of portfolio
|
Q4 2023
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,698
shares
|
$915,641
0.06% of portfolio
|
Q4 2023
Added 0.13%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
18,101
shares
|
$886,405
0.05% of portfolio
|
Q1 2024
Reduced 59.48%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Apr 25, 2024 Q1 2024 |
16,983
shares
|
$831,657
0.26% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
16,868
shares
|
$826,025
0.24% of portfolio
|
Q1 2024
Added 50.45%
|