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 1.95 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,453
shares
|
$914,530
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,180
shares
|
$901,000
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
17,680
shares
|
$876,220
1.11% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
16,204
shares
|
$803,070
0.04% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,917
shares
|
$788,846
0.01% of portfolio
|
Q2 2025
Added 107.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
15,044
shares
|
$745,580
0.03% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
14,939
shares
|
$740,376
0.04% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,076
shares
|
$697,606
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
13,974
shares
|
$692,551
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,915
shares
|
$640,067
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
11,705
shares
|
$580,099
0.31% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
11,544
shares
|
$572,120
0.49% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,325
shares
|
$561,267
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
10,873
shares
|
$538,865
0.15% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,107
shares
|
$500,902
0.0% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
9,908
shares
|
$491,040
0.41% of portfolio
|
Q2 2025
Reduced 54.61%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
8,996
shares
|
$445,841
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
8,730
shares
|
$432,658
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,759
shares
|
$384,536
0.0% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,238
shares
|
$358,715
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
7,135
shares
|
$353,610
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,886
shares
|
$341,270
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,881
shares
|
$341,022
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
6,662
shares
|
$330,168
0.23% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,566
shares
|
$325,410
0.0% of portfolio
|
Q2 2025
Added 14.05%
|