Institutional Ownership Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
378,877
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
301,231
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
203,379
shares
|
$10.3 Million
1.65% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
195,475
shares
|
$9.89 Million
3.13% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
111,377
shares
|
$5.64 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
98,072
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
62,306
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
60,308
shares
|
$3.05 Million
0.13% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
52,763
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
50,847
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
50,732
shares
|
$2.57 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
47,608
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
47,500
shares
|
$2.4 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
46,561
shares
|
$2.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
42,513
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
33,770
shares
|
$1.71 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
31,380
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2024
Added 454.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,114
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
26,184
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
23,124
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
23,099
shares
|
$1.17 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
22,855
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
21,420
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,318
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
21,000
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2023
Added 400.0%
|