Invesco Rafi Developed MarkePXFETF
13F holders, Q4 2024 (December 31)186holders +1
11new positions
14sold out
$47.69avg. 13F price*
At the end of Q4 2024, 186 institutions reported holding Invesco Rafi Developed Marke (PXF) in their 13F filings, up 1 from Q3 2024. 11 opened new positions and 14 sold out. The largest holders were Charles Schwab Investment Management Inc. ($588.8M), Invesco Ltd. ($219.6M) and Bank of America Corp. ($70.3M).
- Company
- Invesco Rafi Developed Marke
- CUSIP
- 46138E743
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.9M |
| Exits | 14 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,786,476 shares bought and 595,582 shares sold, net +1,190,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Charles Schwab Investment Management Inc. | 0.11% | Add +8.3% | 12,294,100 | $588.8M |
| Invesco Ltd. | 0.04% | Add +4.2% | 4,585,831 | $219.6M |
| Bank of America Corp. | 0.01% | Reduce -12.8% | 1,468,332 | $70.3M |
| Morgan Stanley | 0.00% | Reduce -6.7% | 1,227,236 | $58.8M |
| Victory Capital Management Inc. | 0.05% | No change | 1,068,293 | $51.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.3% | 723,735 | $34.7M |
| Corient Private Wealth LP | 0.05% | Reduce -9.3% | 572,589 | $27.4M |
| LPL Financial LLC | 0.01% | Add +4.7% | 505,819 | $24.2M |
| Charles Schwab Trust Co | 1.57% | Add +18.2% | 382,505 | $18.3M |
| Wells Fargo & Company | 0.00% | Add +15.2% | 350,436 | $16.8M |
| Johnson & White Wealth Management, LLC | 9.94% | Add +8.9% | 344,127 | $16.4M |
| Equitable Holdings, Inc. | 0.11% | Add +10.8% | 245,762 | $11.8M |
| Arlington Financial Advisors, LLC | 2.18% | Add +25.6% | 228,568 | $10.9M |
| RTD Financial Advisors, Inc. | 0.95% | Reduce -0.1% | 155,078 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.0% | 153,553 | $7.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +3213.8% | 139,147 | $6.7M |
| UBS Group AG | 0.00% | Reduce -0.8% | 125,592 | $6.0M |
| Captrust Financial Advisors | 0.02% | Reduce -1.1% | 124,617 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 112,113 | $5.4M |
| Callan Capital, LLC | 0.38% | Reduce -5.5% | 108,857 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.9% | 103,301 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +4.2% | 97,745 | $4.7M |
| Vertex Planning Partners, LLC | 1.03% | Add +4.0% | 97,054 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 90,092 | $4.3M |
| Retirement Planning Group, LLC | 0.21% | Add +0.1% | 87,676 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 85,639 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.3% | 75,641 | $3.6M |
| Breakwater Capital Group | 0.69% | Add +7.3% | 72,861 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -0.6% | 71,049 | $3.4M |
| Waverly Advisors, LLC | 0.05% | Add +2.0% | 70,064 | $3.4M |
| Verum Partners LLC | 0.92% | Add +12.3% | 66,884 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +13.8% | 66,526 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +6.4% | 66,389 | $3.2M |
| Glenmede Trust Co. NA | 0.02% | Add +0.7% | 65,900 | $3.2M |
| Archer Investment Corp | 0.84% | Add +0.7% | 65,741 | $3.1M |
| KWB Wealth | 0.39% | Reduce -8.5% | 60,007 | $3.1M |
| Creative Planning | 0.00% | Add +3.6% | 64,952 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.0% | 61,808 | $3.0M |
| Independent Advisor Alliance | 0.04% | New | 55,150 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 47,121 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +19.9% | 44,872 | $2.1M |
| Red Tortoise LLC | 0.98% | Add +0.6% | 39,059 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.2% | 38,539 | $1.8M |
| Centurion Wealth Management LLC | 0.54% | Add +18.7% | 36,327 | $1.7M |
| Cedar Point Capital Partners, LLC | 1.07% | Add +5.6% | 33,131 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.42% | Add +8.5% | 32,895 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +5.4% | 32,305 | $1.5M |
| Mariner, LLC | 0.00% | Add +13.1% | 31,539 | $1.5M |
| Cidel Asset Management Inc. | 0.10% | Reduce -0.3% | 31,381 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +0.6% | 29,399 | $1.4M |
| Drive Wealth Management, LLC | 0.34% | Add +1.0% | 29,382 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.6% | 28,140 | $1.3M |
| Riverchase Wealth Management, LLC | 0.92% | — | 25,629 | $1.2M |
| FMR LLC | 0.00% | Add +27.8% | 25,628 | $1.2M |
| Atlas Capital Advisors Inc. | 0.15% | No change | 25,148 | $1.2M |
| Three Bridge Wealth Advisors, LLC | 0.40% | Add +1.4% | 24,099 | $1.2M |
| Kathmere Capital Management, LLC | 0.10% | Reduce -0.3% | 23,888 | $1.1M |
| Aries Wealth Management | 0.31% | No change | 23,476 | $1.1M |
| Fortis Capital Advisors, LLC | 0.35% | No change | 20,000 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | No change | 20,000 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.0% | 21,416 | $1.0M |
| Flagstar Securities, Inc. | 0.25% | Add +4.1% | 20,679 | $990K |
| Integrated Advisors Network LLC | 0.05% | Reduce -1.9% | 20,495 | $981K |
| MML Investors Services, LLC | 0.00% | Reduce -47.6% | 19,977 | $957K |
| Rothschild Investment LLC | 0.06% | Add +1.1% | 19,895 | $953K |
| IHT Wealth Management, LLC | 0.03% | Reduce -38.8% | 19,680 | $942K |
| Foster & Motley Inc. | 0.06% | Add +25.3% | 18,835 | $902K |
| Lowe Wealth Advisors, LLC | 0.36% | Add +4.3% | 17,559 | $841K |
| Rather & Kittrell, Inc. | 0.19% | Reduce -1.4% | 16,675 | $799K |
| Jane Street Group, LLC | 0.00% | New | 16,597 | $795K |
| Savant Capital, LLC | 0.01% | Add +5.2% | 16,060 | $769K |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 15,504 | $742K |
| Lido Advisors, LLC | 0.00% | Add +287.7% | 15,023 | $719K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 14,869 | $712K |
| Rathbones Group PLC | 0.00% | No change | 14,600 | $699K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -1.2% | 13,680 | $655K |
| EP Wealth Advisors, LLC | 0.01% | Add +60.0% | 13,677 | $655K |
| Prairiewood Capital, LLC | 0.28% | Reduce -0.3% | 13,614 | $652K |
| Key Financial Inc | 0.15% | No change | 13,579 | $650K |
| Mather Group, Llc. | 0.01% | Add +16.6% | 12,883 | $617K |
| Wealthfront Advisers LLC | 0.00% | Add +45.6% | 12,624 | $605K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 11,631 | $557K |
| PDS Planning, Inc | 0.05% | No change | 11,324 | $542K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -62.2% | 11,307 | $541K |
| Snowden Capital Advisors LLC | 0.02% | No change | 11,133 | $533K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.7% | 11,012 | $527K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +12.7% | 10,961 | $525K |
| Raymond James Financial Inc. | 0.00% | — | 10,916 | $523K |
| Atlas Legacy Advisors, LLC | 0.12% | — | 10,627 | $509K |
| Scotia Capital Inc. | 0.00% | Add +1.5% | 10,170 | $487K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -58.2% | 9,715 | $465K |
| Ieq Capital, LLC | 0.00% | Add +4.7% | 9,483 | $454K |
| Quadrant Private Wealth Management, LLC | 0.11% | No change | 9,150 | $438K |
| Citigroup Inc. | 0.00% | Add +0.8% | 8,881 | $425K |
| MAI Capital Management | 0.00% | Add +94.7% | 8,041 | $385K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,021 | $384K |
| Harbour Investment Management LLC | 0.17% | No change | 7,887 | $378K |
| Revolve Wealth Partners, LLC | 0.05% | New | 7,661 | $367K |
| Comerica Bank | 0.00% | Add +1.9% | 7,276 | $348K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +16.4% | 7,015 | $336K |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.