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 113 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
384,006
shares
|
$19.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
308,005
shares
|
$15.3 Million
0.01% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
203,340
shares
|
$10.1 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
193,814
shares
|
$9.62 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
101,343
shares
|
$5.03 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
98,166
shares
|
$4.87 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
79,490
shares
|
$3.94 Million
0.0% of portfolio
|
Q4 2024
Added 436.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
71,363
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
60,371
shares
|
$3 Million
0.11% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
55,858
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
54,852
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,642
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
50,732
shares
|
$2.52 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
47,500
shares
|
$2.36 Million
0.6% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
45,786
shares
|
$2.27 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
31,470
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
31,155
shares
|
$1.55 Million
0.36% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
30,188
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,212
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
23,702
shares
|
$1.18 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
23,547
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
22,855
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
22,816
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,255
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,318
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|