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 86 institutions that hold shares in the stock, with a total of 932,946 shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
2,479
shares
|
$319,146
0.29% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,208
shares
|
$284,257
0.29% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
1,825
shares
|
$234,950
0.04% of portfolio
|
Q2 2025
Reduced 57.46%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
1,825
shares
|
$234,950
0.0% of portfolio
|
Q2 2025
Reduced 40.26%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,808
shares
|
$232,761
0.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,384
shares
|
$178,176
0.0% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,203
shares
|
$154,874
0.05% of portfolio
|
Q4 2023
Reduced 17.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,133
shares
|
$145,862
0.01% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,091
shares
|
$140,455
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
711
shares
|
$91,534
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
650
shares
|
$83,681
0.03% of portfolio
|
Q2 2025
Reduced 74.51%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
650
shares
|
$83,681
0.0% of portfolio
|
Q4 2024
Reduced 38.15%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
600
shares
|
$77,244
0.0% of portfolio
|
Q1 2024
Reduced 24.05%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
496
shares
|
$63,855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
451
shares
|
$58,061
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
432
shares
|
$55,615
0.0% of portfolio
|
Q1 2023
Added 6.94%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
345
shares
|
$44,415
0.02% of portfolio
|
Q3 2019
Reduced 50.36%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
258
shares
|
$33,214
0.02% of portfolio
|
Q2 2025
Added 46.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
249
shares
|
$32,056
0.0% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$25,748
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
172
shares
|
$22,143
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
140
shares
|
$18,023
0.0% of portfolio
|
Q4 2024
Reduced 60.56%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
137
shares
|
$17,637
0.0% of portfolio
|
Q2 2024
Reduced 23.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
93
shares
|
$11,972
0.0% of portfolio
|
Q3 2024
Reduced 76.34%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
80
shares
|
$10,299
0.0% of portfolio
|
Q1 2025
Added 1.27%
|