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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,462
shares
|
$281,620
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,255
shares
|
$270,947
0.01% of portfolio
|
Q4 2024
Added 98.98%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,189
shares
|
$267,544
0.0% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
5,086
shares
|
$262,234
0.05% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,052
shares
|
$260,481
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,984
shares
|
$256,975
0.0% of portfolio
|
Q4 2024
Added 42.81%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
4,831
shares
|
$249,086
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,676
shares
|
$241,094
0.0% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,531
shares
|
$233,618
0.12% of portfolio
|
Q2 2022
Reduced 10.81%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,508
shares
|
$232,432
0.04% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,494
shares
|
$231,710
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,921
shares
|
$202,166
0.0% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,869
shares
|
$199,485
0.01% of portfolio
|
Q4 2024
Reduced 49.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
3,423
shares
|
$176,489
0.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,387
shares
|
$174,633
0.01% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,202
shares
|
$165,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,728
shares
|
$140,655
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,709
shares
|
$139,676
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,842
shares
|
$94,973
0.0% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,669
shares
|
$86,053
0.01% of portfolio
|
Q4 2022
Reduced 13.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,605
shares
|
$82,753
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,537
shares
|
$79,247
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,266
shares
|
$65,274
0.0% of portfolio
|
Q3 2024
Added 49.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,237
shares
|
$63,779
0.0% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
789
shares
|
$40,680
0.0% of portfolio
|
Q1 2024
New holding
|