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 $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,780
shares
|
$303,565
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$303,565
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
5,485
shares
|
$288,072
0.19% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,471
shares
|
$287,336
0.01% of portfolio
|
Q3 2023
Added 400.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,356
shares
|
$281,297
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,011
shares
|
$263,177
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,850
shares
|
$254,722
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
4,830
shares
|
$253,671
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,635
shares
|
$243,430
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,596
shares
|
$241,381
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,324
shares
|
$227,096
0.0% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
4,250
shares
|
$223,210
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,235
shares
|
$222,422
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,100
shares
|
$215,332
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,078
shares
|
$214,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$212,863
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
4,009
shares
|
$210,552
0.04% of portfolio
|
Q2 2024
Added 34.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,329
shares
|
$174,839
0.0% of portfolio
|
Q3 2024
Reduced 26.8%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,138
shares
|
$164,807
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
2,946
shares
|
$154,723
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,500
shares
|
$131,300
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,500
shares
|
$131,300
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
2,301
shares
|
$120,848
0.05% of portfolio
|
Q3 2024
Reduced 97.83%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
2,268
shares
|
$119,115
0.01% of portfolio
|
Q4 2023
Added 224.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,734
shares
|
$91,069
0.0% of portfolio
|
Q3 2024
Added 0.06%
|