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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
21,000
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
20,883
shares
|
$1.04 Million
1.65% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
20,062
shares
|
$995,275
0.17% of portfolio
|
Q4 2024
Added 580.99%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
20,036
shares
|
$993,985
0.0% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,803
shares
|
$982,426
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,789
shares
|
$981,732
0.0% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,532
shares
|
$919,372
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
15,421
shares
|
$765,035
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
15,125
shares
|
$750,351
0.02% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,511
shares
|
$719,890
0.0% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
14,500
shares
|
$719,345
0.0% of portfolio
|
Q4 2024
Added 35.83%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,310
shares
|
$709,919
0.0% of portfolio
|
Q4 2024
Added 49.89%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
13,816
shares
|
$685,411
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
12,576
shares
|
$623,895
0.55% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
12,205
shares
|
$605,490
0.34% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,325
shares
|
$561,833
0.03% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
8,967
shares
|
$444,852
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,730
shares
|
$433,095
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
7,831
shares
|
$388,495
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,546
shares
|
$374,357
0.01% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,216
shares
|
$357,985
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,881
shares
|
$341,366
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,878
shares
|
$341,217
0.01% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
6,605
shares
|
$327,674
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
6,253
shares
|
$310,211
0.01% of portfolio
|
Q4 2024
New holding
|