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 115 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
299,590
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
205,196
shares
|
$9.67 Million
2.52% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
201,641
shares
|
$9.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.53%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
193,620
shares
|
$9.13 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
88,466
shares
|
$4.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
69,811
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
65,239
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2025
Added 225.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
60,271
shares
|
$2.84 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
56,408
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
55,251
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
54,843
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Added 146.43%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
51,413
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
50,732
shares
|
$2.39 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
47,500
shares
|
$2.24 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
45,708
shares
|
$2.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
43,926
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
32,169
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
30,220
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
29,878
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
29,410
shares
|
$1.39 Million
0.22% of portfolio
|
Q1 2025
Added 46.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,226
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
26,572
shares
|
$1.25 Million
1.14% of portfolio
|
Q1 2025
Added 92.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25,319
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
23,420
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,714
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|