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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
6,510
shares
|
$322,635
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,371
shares
|
$315,746
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,253
shares
|
$309,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,780
shares
|
$286,456
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,780
shares
|
$286,456
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
5,570
shares
|
$276,049
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
5,471
shares
|
$271,142
0.0% of portfolio
|
Q3 2023
Added 400.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,437
shares
|
$269,457
0.0% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,205
shares
|
$257,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,920
shares
|
$243,835
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,850
shares
|
$240,366
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,830
shares
|
$239,374
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
4,635
shares
|
$229,710
0.03% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,310
shares
|
$213,603
0.0% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,309
shares
|
$213,554
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,272
shares
|
$211,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$210,630
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,242
shares
|
$210,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$200,866
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,626
shares
|
$179,704
0.0% of portfolio
|
Q2 2025
Reduced 71.64%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,150
shares
|
$156,114
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,544
shares
|
$126,080
0.0% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
2,519
shares
|
$124,841
0.02% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,500
shares
|
$123,900
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,268
shares
|
$112,402
0.01% of portfolio
|
Q4 2023
Added 224.0%
|