Invesco Rafi Developed MarkePXFETF
13F holders, Q2 2025 (June 30)200holders +6
26new positions
18sold out
1famous investor
$53.99avg. 13F price*
At the end of Q2 2025, 200 institutions reported holding Invesco Rafi Developed Marke (PXF) in their 13F filings, up 6 from Q1 2025. 26 opened new positions and 18 sold out. The largest holders were Charles Schwab Investment Management Inc. ($681.1M), Invesco Ltd. ($263.5M) and Morgan Stanley ($75.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Rafi Developed Marke
- CUSIP
- 46138E743
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $22.7M |
| Exits | 18 | $7.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,330,096 shares bought and 552,395 shares sold, net +2,777,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Charles Schwab Investment Management Inc. | 0.12% | Add +1.4% | 11,861,260 | $681.1M |
| Invesco Ltd. | 0.04% | Add +2.9% | 4,588,907 | $263.5M |
| Morgan Stanley | 0.01% | Add +23.9% | 1,322,481 | $75.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -8.3% | 979,947 | $56.3M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 883,792 | $50.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 845,228 | $48.5M |
| LPL Financial LLC | 0.01% | Add +26.8% | 648,408 | $37.2M |
| Corient Private Wealth LP | 0.04% | Reduce -10.8% | 480,380 | $27.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 386,923 | $22.2M |
| Charles Schwab Trust Co | 1.63% | Add +10.8% | 378,017 | $21.7M |
| Johnson & White Wealth Management, LLC | 10.59% | Add +0.9% | 366,105 | $21.0M |
| Equitable Holdings, Inc. | 0.14% | Add +61.2% | 291,794 | $16.8M |
| Arlington Financial Advisors, LLC | 2.19% | Add +7.0% | 232,516 | $13.4M |
| Cetera Investment Advisers | 0.02% | Add +2.6% | 171,590 | $9.9M |
| RTD Financial Advisors, Inc. | 1.10% | Reduce -2.2% | 149,060 | $8.6M |
| UBS Group AG | 0.00% | Add +17.7% | 147,075 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.2% | 146,563 | $8.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -6.3% | 130,455 | $7.5M |
| Captrust Financial Advisors | 0.02% | Add +1.3% | 130,257 | $7.5M |
| Citadel Advisors | 0.01% | New | 125,291 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +64.3% | 116,602 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 110,557 | $6.3M |
| AlphaCore Capital LLC | 0.21% | Add +9932.3% | 96,009 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.3% | 92,898 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +17.3% | 91,099 | $5.2M |
| Maltin Wealth Management, Inc. | 2.22% | New | 85,820 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.9% | 84,261 | $4.8M |
| Redhawk Wealth Advisors, Inc. | 0.60% | New | 83,720 | $4.8M |
| Retirement Planning Group, LLC | 0.20% | Reduce -0.8% | 82,341 | $4.7M |
| Breakwater Capital Group | 0.72% | Add +0.9% | 76,931 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.2% | 74,861 | $4.3M |
| Creative Planning | 0.00% | Add +3.8% | 70,917 | $4.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.2% | 68,445 | $3.9M |
| Foster Victor Wealth Advisors, LLC | 0.26% | Reduce -3.8% | 66,378 | $3.8M |
| Verum Partners LLC | 0.89% | Add +1.3% | 66,905 | $3.8M |
| Archer Investment Corp | 0.91% | Add +1.6% | 66,099 | $3.8M |
| Glenmede Investment Management, LP | 0.02% | — | 65,345 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 65,006 | $3.7M |
| US Bancorp \de | 0.00% | Reduce -4.6% | 63,489 | $3.6M |
| Three Bridge Wealth Advisors, LLC | 0.94% | Add +158.3% | 62,360 | $3.6M |
| Garden State Investment Advisory Services LLC | 0.89% | Add +60.8% | 57,531 | $3.3M |
| Centurion Wealth Management LLC | 0.93% | Add +55.6% | 56,530 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +9.1% | 51,885 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -37.9% | 49,166 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.4% | 47,979 | $2.8M |
| KWB Wealth | 0.31% | Reduce -7.6% | 49,696 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 44,741 | $2.6M |
| Red Tortoise LLC | 1.11% | Add +0.8% | 39,595 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | No change | 38,439 | $2.2M |
| Mariner, LLC | 0.00% | Add +8.8% | 36,749 | $2.1M |
| Cedar Point Capital Partners, LLC | 1.46% | Add +4.7% | 36,006 | $2.1M |
| Nalls Sherbakoff Group, LLC | 1.40% | Add +0.1% | 33,448 | $1.9M |
| Proficio Capital Partners LLC | 0.12% | New | 1,768,322 | $1.9M |
| Cidel Asset Management Inc. | 0.11% | Reduce -0.1% | 31,072 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +126.3% | 30,707 | $1.8M |
| FMR LLC | 0.00% | Add +3.5% | 29,322 | $1.7M |
| Drive Wealth Management, LLC | 0.36% | Add +2.9% | 28,278 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.4% | 27,953 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -9.8% | 27,281 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.41% | Reduce -20.3% | 26,941 | $1.5M |
| Riverchase Wealth Management, LLC | 0.92% | No change | 25,378 | $1.5M |
| Integrated Advisors Network LLC | 0.06% | Reduce -14.0% | 24,237 | $1.4M |
| Atlas Capital Advisors Inc. | 0.17% | Reduce -0.6% | 23,628 | $1.4M |
| Aries Wealth Management | 0.35% | No change | 23,596 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.0% | 22,396 | $1.3M |
| Rothschild Investment LLC | 0.08% | Add +7.8% | 21,455 | $1.2M |
| Flagstar Securities, Inc. | 0.34% | Add +1.8% | 21,291 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +2.9% | 21,117 | $1.2M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -8.6% | 20,290 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +8.7% | 20,070 | $1.2M |
| Fortis Capital Advisors, LLC | 0.21% | No change | 20,000 | $1.1M |
| Belpointe Asset Management LLC | 0.05% | No change | 20,000 | $1.1M |
| Lowe Wealth Advisors, LLC | 0.43% | Add +8.4% | 19,174 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +5.0% | 16,400 | $942K |
| Rather & Kittrell, Inc. | 0.19% | Reduce -1.3% | 16,351 | $939K |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 16,062 | $922K |
| Foster & Motley Inc. | 0.05% | Reduce -9.7% | 15,221 | $874K |
| Key Financial Inc | 0.17% | Add +0.5% | 15,022 | $863K |
| Rathbones Group PLC | 0.00% | No change | 14,600 | $838K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 14,070 | $808K |
| GTS Securities LLC | 0.04% | Add +134.1% | 14,057 | $807K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -7.7% | 13,729 | $788K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -2.0% | 12,483 | $717K |
| Prairiewood Capital, LLC | 0.26% | Reduce -9.8% | 12,206 | $701K |
| WFA of San Diego, LLC | 0.50% | — | 11,761 | $675K |
| PDS Planning, Inc | 0.05% | No change | 11,324 | $650K |
| Octavia Wealth Advisors, LLC | 0.07% | No change | 11,235 | $645K |
| Atlas Legacy Advisors, LLC | 0.14% | Add +93.6% | 11,184 | $642K |
| Mather Group, Llc. | 0.01% | Reduce -7.5% | 10,897 | $626K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.5% | 10,815 | $621K |
| Lido Advisors, LLC | 0.00% | Reduce -12.2% | 10,594 | $608K |
| Scotia Capital Inc. | 0.00% | Add +5.7% | 10,555 | $606K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.5% | 10,535 | $605K |
| Security Financial Services, INC. | 0.11% | Add +63.3% | 10,496 | $603K |
| Hardy Reed LLC | 0.05% | No change | 10,346 | $594K |
| Colonial River Investments, LLC | 0.25% | Add +51.4% | 9,976 | $579K |
| Focus Partners Wealth | 0.00% | New | 9,633 | $553K |
| Axxcess Wealth Management, LLC | 0.01% | Add +46.1% | 9,485 | $545K |
| Ieq Capital, LLC | 0.00% | No change | 9,483 | $545K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.5% | 9,160 | $526K |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.