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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,070
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
20,000
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
20,000
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,174
shares
|
$1.18 Million
0.44% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,698
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
16,419
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
16,400
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
16,351
shares
|
$1 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,119
shares
|
$987,933
0.02% of portfolio
|
Q3 2022
Added 92.88%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
16,062
shares
|
$984,439
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
15,221
shares
|
$932,895
0.05% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
15,022
shares
|
$920,698
0.18% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
14,600
shares
|
$894,834
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
14,070
shares
|
$862,350
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
14,057
shares
|
$861,553
0.04% of portfolio
|
Q2 2025
Added 134.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
13,729
shares
|
$841,450
0.02% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12,483
shares
|
$765,083
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
12,206
shares
|
$748,105
0.26% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
11,761
shares
|
$720,831
0.51% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
11,711
shares
|
$717,767
0.02% of portfolio
|
Q2 2025
Added 381.74%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
11,324
shares
|
$694,047
0.05% of portfolio
|
Q4 2022
Reduced 1.01%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,235
shares
|
$688,593
0.07% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
11,184
shares
|
$685,467
0.14% of portfolio
|
Q2 2025
Added 93.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,897
shares
|
$667,877
0.01% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,815
shares
|
$662,851
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|