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 |
---|---|---|---|---|---|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
4,831
shares
|
$236,574
0.14% of portfolio
|
Q3 2022
New holding
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
4,805
shares
|
$235,300
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
4,625
shares
|
$226,486
0.03% of portfolio
|
Q1 2023
Reduced 25.63%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,531
shares
|
$221,883
0.12% of portfolio
|
Q2 2022
Reduced 10.81%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,457
shares
|
$218,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hbw Advisory Services LLC
|
Apr 19, 2024 Q1 2024 |
4,447
shares
|
$217,769
0.04% of portfolio
|
Q4 2023
Reduced 5.5%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
4,397
shares
|
$215,321
0.0% of portfolio
|
Q1 2024
Reduced 81.92%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
4,349
shares
|
$212,970
0.0% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
4,317
shares
|
$211,403
0.0% of portfolio
|
Q1 2024
New holding
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
4,194
shares
|
$205,380
0.01% of portfolio
|
Q1 2024
Reduced 41.38%
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
4,106
shares
|
$201,070
0.04% of portfolio
|
Q1 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
3,691
shares
|
$180,748
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
2,757
shares
|
$135,010
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,737
shares
|
$134,030
0.0% of portfolio
|
Q1 2024
Added 16.02%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
2,495
shares
|
$122,180
0.0% of portfolio
|
Q1 2023
Reduced 94.75%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
2,265
shares
|
$110,917
0.04% of portfolio
|
Q2 2023
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
1,669
shares
|
$81,730
0.01% of portfolio
|
Q4 2022
Reduced 13.92%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,605
shares
|
$78,596
0.0% of portfolio
|
Q3 2022
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1,537
shares
|
$75,266
0.0% of portfolio
|
Q4 2022
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
1,413
shares
|
$69,194
0.01% of portfolio
|
Q1 2024
Added 68.82%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
1,400
shares
|
$68,558
0.01% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
1,136
shares
|
$55,629
0.0% of portfolio
|
Q1 2024
Added 1965.45%
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
1,040
shares
|
$50,928
0.0% of portfolio
|
Q4 2023
Reduced 24.42%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
875
shares
|
$42,848
0.02% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
846
shares
|
$41,428
0.0% of portfolio
|
Q1 2024
Added 118.6%
|