Institutional Ownership Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,836
shares
|
$859,558
0.0% of portfolio
|
Q3 2024
Reduced 90.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,985
shares
|
$752,553
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
5,716
shares
|
$718,729
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,291
shares
|
$665,290
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,133
shares
|
$645,423
0.0% of portfolio
|
Q2 2024
Reduced 31.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,937
shares
|
$620,778
0.02% of portfolio
|
Q1 2021
Reduced 80.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,801
shares
|
$603,677
0.01% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,752
shares
|
$597,516
0.17% of portfolio
|
Q3 2025
Added 7442.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,645
shares
|
$584,062
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
4,480
shares
|
$563,315
0.15% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,911
shares
|
$491,769
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,810
shares
|
$479,069
0.01% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,810
shares
|
$479,069
0.0% of portfolio
|
Q3 2025
Reduced 54.46%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,780
shares
|
$475,297
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,716
shares
|
$467,249
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,682
shares
|
$462,974
0.25% of portfolio
|
Q1 2023
Reduced 5.49%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
3,557
shares
|
$447,257
0.46% of portfolio
|
Q3 2025
Added 61.1%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
3,266
shares
|
$410,666
0.29% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
3,042
shares
|
$382,501
0.03% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
2,993
shares
|
$376,339
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,970
shares
|
$373,447
0.05% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,946
shares
|
$370,430
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,923
shares
|
$367,538
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,827
shares
|
$355,466
0.01% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,820
shares
|
$354,586
0.17% of portfolio
|
Q4 2024
Reduced 4.89%
|
|