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 218 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
40,616
shares
|
$2.36 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
39,595
shares
|
$2.3 Million
1.11% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
38,439
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
35,784
shares
|
$2.08 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
35,774
shares
|
$2.08 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
34,387
shares
|
$2 Million
1.2% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
33,820
shares
|
$1.96 Million
0.47% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,792
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
31,116
shares
|
$1.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
30,232
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
29,715
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
28,194
shares
|
$1.64 Million
0.08% of portfolio
|
Q1 2025
Added 37.57%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
27,471
shares
|
$1.59 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
26,773
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
25,378
shares
|
$1.47 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
25,119
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
23,762
shares
|
$1.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
23,596
shares
|
$1.37 Million
0.34% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,175
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
21,413
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
21,291
shares
|
$1.24 Million
0.35% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,522
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
20,290
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
20,000
shares
|
$1.16 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
20,000
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2023
New holding
|