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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
35,774
shares
|
$1.84 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
33,131
shares
|
$1.71 Million
1.07% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
32,895
shares
|
$1.7 Million
0.43% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
32,305
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,539
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
31,381
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
29,399
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
29,382
shares
|
$1.51 Million
0.36% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
28,140
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
25,629
shares
|
$1.32 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
25,148
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
24,099
shares
|
$1.24 Million
0.41% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
23,888
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
23,476
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
21,416
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
21,413
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
20,884
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
20,679
shares
|
$1.07 Million
0.25% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$1.03 Million
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
19,977
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
19,895
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,680
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.82%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
18,835
shares
|
$971,132
0.06% of portfolio
|
Q4 2024
Added 25.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,698
shares
|
$964,068
0.06% of portfolio
|
Q4 2023
Added 0.13%
|