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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,594
shares
|
$649,306
0.0% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
10,555
shares
|
$646,915
0.0% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
10,535
shares
|
$645,690
0.0% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,496
shares
|
$643,299
0.11% of portfolio
|
Q2 2025
Added 63.34%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
10,346
shares
|
$634,106
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
9,976
shares
|
$611,429
0.26% of portfolio
|
Q2 2025
Added 51.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,485
shares
|
$581,335
0.01% of portfolio
|
Q2 2025
Added 46.1%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,483
shares
|
$581,213
0.0% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,160
shares
|
$561,416
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
9,150
shares
|
$560,803
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
9,130
shares
|
$559,577
0.0% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
8,573
shares
|
$525,439
0.07% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,555
shares
|
$524,335
0.0% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,041
shares
|
$492,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,915
shares
|
$485,110
0.0% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
7,887
shares
|
$483,394
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,804
shares
|
$478,307
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,764
shares
|
$475,855
0.0% of portfolio
|
Q2 2025
Added 57.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,752
shares
|
$475,120
0.0% of portfolio
|
Q3 2024
Reduced 62.05%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,368
shares
|
$451,584
0.02% of portfolio
|
Q2 2025
Added 39.73%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,185
shares
|
$440,368
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,031
shares
|
$430,929
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,365
shares
|
$390,110
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,314
shares
|
$386,985
0.01% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
6,280
shares
|
$384,901
0.08% of portfolio
|
Q2 2025
Added 6.51%
|