Invesco Rafi Developed MarkePXFETF
13F holders, Q1 2025 (March 31)194holders +8
23new positions
14sold out
$51.70avg. 13F price*
At the end of Q1 2025, 194 institutions reported holding Invesco Rafi Developed Marke (PXF) in their 13F filings, up 8 from Q4 2024. 23 opened new positions and 14 sold out. The largest holders were Charles Schwab Investment Management Inc. ($608.2M), Invesco Ltd. ($231.8M) and Victory Capital Management Inc. ($55.5M).
- Company
- Invesco Rafi Developed Marke
- CUSIP
- 46138E743
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $13.6M |
| Exits | 14 | $4.9M |
All 13F filers, Q4 2024 → Q1 2025: 783,856 shares bought and 1,898,763 shares sold, net −1,114,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -4.8% | 11,699,271 | $608.2M |
| Invesco Ltd. | 0.04% | Reduce -2.8% | 4,458,350 | $231.8M |
| Victory Capital Management Inc. | 0.06% | No change | 1,068,293 | $55.5M |
| Morgan Stanley | 0.00% | Reduce -13.0% | 1,067,596 | $55.5M |
| Bank of America Corp. | 0.00% | Reduce -37.5% | 918,023 | $47.7M |
| Bank of New York Mellon Corp | 0.01% | Add +20.5% | 872,105 | $45.3M |
| Corient Private Wealth LP | 0.05% | Reduce -6.0% | 538,509 | $28.0M |
| LPL Financial LLC | 0.01% | Add +1.1% | 511,425 | $26.6M |
| Wells Fargo & Company | 0.01% | Add +13.5% | 397,720 | $20.7M |
| Johnson & White Wealth Management, LLC | 10.59% | Add +5.5% | 362,994 | $18.9M |
| Charles Schwab Trust Co | 1.49% | Reduce -10.8% | 341,151 | $17.7M |
| Arlington Financial Advisors, LLC | 1.99% | Reduce -4.9% | 217,363 | $11.3M |
| Equitable Holdings, Inc. | 0.09% | Reduce -26.3% | 181,045 | $9.4M |
| Cetera Investment Advisers | 0.02% | Add +71.0% | 167,159 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.4% | 152,920 | $8.0M |
| RTD Financial Advisors, Inc. | 1.06% | Reduce -1.8% | 152,358 | $7.9M |
| Captrust Financial Advisors | 0.02% | Add +3.1% | 128,534 | $6.7M |
| UBS Group AG | 0.00% | Reduce -0.5% | 124,941 | $6.5M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 139,147 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 118,946 | $6.2M |
| Callan Capital, LLC | 0.41% | Reduce -2.9% | 105,664 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 98,044 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +4.6% | 89,545 | $4.7M |
| Retirement Planning Group, LLC | 0.20% | Reduce -5.4% | 82,969 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +377.0% | 79,174 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +567.9% | 77,680 | $4.0M |
| Breakwater Capital Group | 0.71% | Add +4.7% | 76,268 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.2% | 74,741 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +54.8% | 72,934 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +6.7% | 70,975 | $3.7M |
| Waverly Advisors, LLC | 0.04% | Reduce -2.1% | 68,579 | $3.6M |
| Creative Planning | 0.00% | Add +5.2% | 68,334 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 66,862 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -6.3% | 66,579 | $3.5M |
| Foster Victor Wealth Advisors, LLC | 0.28% | New | 69,019 | $3.5M |
| Verum Partners LLC | 0.93% | Reduce -1.2% | 66,053 | $3.4M |
| Glenmede Trust Co. NA | 0.02% | Reduce -0.8% | 65,345 | $3.4M |
| Archer Investment Corp | 0.88% | Reduce -1.1% | 65,026 | $3.4M |
| Flow Traders U.S. LLC | 0.14% | New | 62,117 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.4% | 61,808 | $3.2M |
| KWB Wealth | 0.31% | Reduce -10.3% | 53,797 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +6.0% | 47,574 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -29.9% | 46,525 | $2.4M |
| Red Tortoise LLC | 1.07% | Add +0.6% | 39,279 | $2.0M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.3% | 38,439 | $2.0M |
| Garden State Investment Advisory Services LLC | 0.60% | New | 35,784 | $1.9M |
| Cedar Point Capital Partners, LLC | 1.20% | Add +3.8% | 34,387 | $1.8M |
| Shakespeare Wealth Management, LLC | 0.47% | Add +2.8% | 33,820 | $1.8M |
| Mariner, LLC | 0.00% | Add +7.1% | 33,792 | $1.8M |
| Centurion Wealth Management LLC | 0.54% | No change | 36,327 | $1.7M |
| Nalls Sherbakoff Group, LLC | 1.41% | — | 33,430 | $1.7M |
| Cidel Asset Management Inc. | 0.11% | Reduce -0.8% | 31,116 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -6.4% | 30,232 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +1.1% | 29,715 | $1.5M |
| FMR LLC | 0.00% | Add +10.6% | 28,345 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +37.6% | 28,194 | $1.5M |
| Drive Wealth Management, LLC | 0.34% | Reduce -6.5% | 27,471 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.9% | 26,773 | $1.4M |
| Riverchase Wealth Management, LLC | 0.92% | Reduce -1.0% | 25,378 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 25,119 | $1.3M |
| Three Bridge Wealth Advisors, LLC | 0.44% | Add +0.2% | 24,141 | $1.3M |
| Atlas Capital Advisors Inc. | 0.15% | Reduce -5.5% | 23,762 | $1.2M |
| Aries Wealth Management | 0.33% | Add +0.5% | 23,596 | $1.2M |
| Kathmere Capital Management, LLC | 0.10% | Reduce -7.1% | 22,187 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.5% | 22,175 | $1.2M |
| Flagstar Securities, Inc. | 0.28% | Add +1.1% | 20,906 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +2.7% | 20,522 | $1.1M |
| Fortis Capital Advisors, LLC | 0.21% | No change | 20,000 | $1.0M |
| Belpointe Asset Management LLC | 0.05% | No change | 20,000 | $1.0M |
| Rothschild Investment LLC | 0.07% | No change | 19,895 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.2% | 18,464 | $960K |
| Lowe Wealth Advisors, LLC | 0.39% | Add +0.7% | 17,684 | $919K |
| Foster & Motley Inc. | 0.06% | Reduce -10.5% | 16,851 | $876K |
| Rather & Kittrell, Inc. | 0.19% | Reduce -0.6% | 16,569 | $861K |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 15,776 | $820K |
| Savant Capital, LLC | 0.01% | Reduce -2.8% | 15,618 | $812K |
| Key Financial Inc | 0.17% | Add +10.0% | 14,942 | $777K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 14,869 | $773K |
| Rathbones Group PLC | 0.00% | No change | 14,600 | $759K |
| EP Wealth Advisors, LLC | 0.01% | Add +3.2% | 14,118 | $734K |
| Jones Financial Companies LLLP | 0.00% | Add +172.2% | 13,568 | $712K |
| Prairiewood Capital, LLC | 0.29% | Reduce -0.6% | 13,530 | $703K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -6.8% | 12,743 | $662K |
| Lido Advisors, LLC | 0.00% | Reduce -19.7% | 12,065 | $627K |
| Mather Group, Llc. | 0.01% | Reduce -8.5% | 11,783 | $613K |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 11,645 | $605K |
| PDS Planning, Inc | 0.05% | No change | 11,324 | $589K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +2.5% | 11,235 | $584K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.4% | 10,871 | $565K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +60.9% | 10,592 | $551K |
| Hardy Reed LLC | 0.05% | New | 10,346 | $538K |
| Scotia Capital Inc. | 0.00% | Reduce -1.8% | 9,986 | $519K |
| Wealthfront Advisers LLC | 0.00% | Reduce -23.4% | 9,671 | $503K |
| Ieq Capital, LLC | 0.00% | No change | 9,483 | $493K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,208 | $479K |
| Quadrant Private Wealth Management, LLC | 0.12% | No change | 9,150 | $476K |
| Citigroup Inc. | 0.00% | Reduce -8.3% | 8,143 | $423K |
| MAI Capital Management | 0.00% | No change | 8,041 | $418K |
| Revolve Wealth Partners, LLC | 0.06% | Add +3.8% | 7,954 | $414K |
| Harbour Investment Management LLC | 0.19% | No change | 7,887 | $410K |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.