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 |
---|---|---|---|---|---|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
16,419
shares
|
$804,038
0.09% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
16,268
shares
|
$796,643
0.06% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,119
shares
|
$789,347
0.02% of portfolio
|
Q3 2022
Added 92.88%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
15,846
shares
|
$775,978
0.01% of portfolio
|
Q4 2023
Reduced 22.56%
|
|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
15,544
shares
|
$761,189
0.02% of portfolio
|
Q1 2024
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
15,001
shares
|
$734,598
0.69% of portfolio
|
Q3 2023
Reduced 0.92%
|
|
Lowe Wealth Advisors, LLC
|
Apr 08, 2024 Q1 2024 |
14,741
shares
|
$721,866
0.34% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
Prairiewood Capital, LLC
|
Apr 26, 2024 Q1 2024 |
14,679
shares
|
$718,830
0.34% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
14,608
shares
|
$715,353
0.06% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Rathbones Group PLC
Liverpool, X0 |
May 14, 2024 Q1 2024 |
14,600
shares
|
$714,962
0.0% of portfolio
|
Q3 2023
New holding
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
14,206
shares
|
$695,667
0.0% of portfolio
|
Q1 2024
Added 1.44%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
13,789
shares
|
$675,247
0.0% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
13,745
shares
|
$673,092
0.18% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
12,761
shares
|
$624,906
0.02% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
12,638
shares
|
$618,882
0.01% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
12,339
shares
|
$604,240
0.0% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
11,998
shares
|
$587,542
0.01% of portfolio
|
Q1 2024
Added 3.17%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,508
shares
|
$563,546
0.01% of portfolio
|
Q4 2022
Reduced 33.89%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,336
shares
|
$555,123
0.0% of portfolio
|
Q1 2024
Added 5.97%
|
|
Pds Planning, Inc
|
May 01, 2024 Q1 2024 |
11,324
shares
|
$554,536
0.06% of portfolio
|
Q4 2022
Reduced 1.01%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
11,246
shares
|
$550,716
0.01% of portfolio
|
Q3 2023
Reduced 4.93%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
11,246
shares
|
$550,716
0.01% of portfolio
|
Q1 2024
Added 0.04%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
10,743
shares
|
$526,084
0.0% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
10,099
shares
|
$494,548
0.01% of portfolio
|
Q4 2023
Reduced 12.58%
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
9,999
shares
|
$489,651
0.07% of portfolio
|
Q1 2024
Added 11.1%
|