Invesco Rafi Developed MarkePXFETF
13F holders, Q3 2025 (September 30)203holders +3
15new positions
8sold out
1famous investor
$61.17avg. 13F price*
At the end of Q3 2025, 203 institutions reported holding Invesco Rafi Developed Marke (PXF) in their 13F filings, up 3 from Q2 2025. 15 opened new positions and 8 sold out. The largest holders were Charles Schwab Investment Management Inc. ($695.9M), Invesco Ltd. ($266.8M) and Morgan Stanley ($83.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.1M |
| Exits | 8 | $9.2M |
All 13F filers, Q2 2025 → Q3 2025: 794,554 shares bought and 3,266,817 shares sold, net −2,472,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -4.1% | 11,375,829 | $695.9M |
| Invesco Ltd. | 0.04% | Reduce -5.0% | 4,361,446 | $266.8M |
| Morgan Stanley | 0.01% | Add +3.1% | 1,364,176 | $83.5M |
| Bank of America Corp. | 0.00% | Add +6.0% | 937,059 | $57.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.6% | 831,660 | $50.9M |
| LPL Financial LLC | 0.01% | Add +0.4% | 650,748 | $39.8M |
| Wells Fargo & Company | 0.01% | Add +32.9% | 514,100 | $31.5M |
| Victory Capital Management Inc. | 0.02% | Reduce -50.0% | 489,854 | $30.0M |
| Corient Private Wealth LP | 0.04% | Reduce -3.6% | 463,127 | $28.3M |
| Charles Schwab Trust Co | 1.56% | Reduce -0.8% | 374,907 | $22.9M |
| Johnson & White Wealth Management, LLC | 10.27% | Add +0.1% | 366,369 | $22.4M |
| Equitable Holdings, Inc. | 0.11% | Reduce -14.7% | 248,814 | $15.2M |
| Arlington Financial Advisors, LLC | 2.08% | Reduce -0.8% | 230,763 | $14.1M |
| Citadel Advisors | 0.01% | Add +80.3% | 225,845 | $13.8M |
| UBS Group AG | 0.00% | Add +39.2% | 204,721 | $12.5M |
| Cetera Investment Advisers | 0.01% | Add +14.7% | 196,842 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.5% | 145,784 | $8.9M |
| RTD Financial Advisors, Inc. | 1.07% | Reduce -2.2% | 145,755 | $8.9M |
| Captrust Financial Advisors | 0.02% | Add +1.1% | 131,759 | $8.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.0% | 131,755 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 131,680 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 114,909 | $7.0M |
| Maltin Wealth Management, Inc. | 2.59% | Add +19.0% | 102,157 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +13.6% | 103,478 | $6.2M |
| AlphaCore Capital LLC | 0.21% | Add +5.2% | 101,028 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +4.9% | 88,403 | $5.4M |
| Flow Traders U.S. LLC | 0.22% | New | 87,375 | $5.3M |
| Creative Planning | 0.00% | Add +16.5% | 82,644 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.3% | 81,801 | $5.1M |
| Breakwater Capital Group | 0.74% | Add +6.3% | 81,764 | $5.0M |
| Retirement Planning Group, LLC | 0.17% | Reduce -1.2% | 81,374 | $5.0M |
| Three Bridge Wealth Advisors, LLC | 1.27% | Add +29.3% | 80,641 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.5% | 69,214 | $4.2M |
| Archer Investment Corp | 0.95% | Add +4.3% | 68,930 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.1% | 67,707 | $4.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.8% | 67,197 | $4.1M |
| Verum Partners LLC | 0.85% | Reduce -2.0% | 65,550 | $4.0M |
| Foster Victor Wealth Advisors, LLC | 0.24% | Reduce -4.7% | 63,257 | $3.9M |
| Jane Street Group, LLC | 0.00% | Add +28.3% | 63,056 | $3.9M |
| Glenmede Investment Management, LP | 0.02% | Reduce -3.9% | 62,800 | $3.8M |
| US Bancorp \de | 0.00% | Reduce -2.1% | 62,123 | $3.8M |
| Garden State Investment Advisory Services LLC | 0.93% | Add +4.0% | 59,828 | $3.7M |
| Centurion Wealth Management LLC | 0.79% | Reduce -0.5% | 56,243 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +20.8% | 54,033 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +2.0% | 52,906 | $3.2M |
| Mariner, LLC | 0.00% | Add +32.7% | 48,772 | $3.0M |
| KWB Wealth | 0.31% | Reduce -1.0% | 49,211 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.4% | 42,997 | $2.6M |
| Red Tortoise LLC | 1.07% | Add +0.6% | 39,839 | $2.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.6% | 38,674 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +22.0% | 37,458 | $2.3M |
| Cedar Point Capital Partners, LLC | 1.47% | Add +1.9% | 36,690 | $2.2M |
| Nalls Sherbakoff Group, LLC | 1.38% | Add +0.1% | 33,497 | $2.0M |
| FMR LLC | 0.00% | Add +13.2% | 33,193 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +17.4% | 32,812 | $2.0M |
| Rothschild Investment LLC | 0.11% | Add +52.9% | 32,795 | $2.0M |
| MAI Capital Management | 0.01% | Add +285.3% | 30,978 | $1.9M |
| Drive Wealth Management, LLC | 0.39% | Add +5.3% | 29,790 | $1.8M |
| Cidel Asset Management Inc. | 0.10% | Reduce -4.3% | 29,752 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +496.2% | 26,925 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.37% | Reduce -0.5% | 26,799 | $1.6M |
| Riverchase Wealth Management, LLC | 0.88% | No change | 25,378 | $1.6M |
| Aries Wealth Management | 0.34% | Reduce -0.8% | 23,406 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -15.0% | 23,195 | $1.4M |
| Flagstar Securities, Inc. | 0.40% | Add +0.6% | 21,421 | $1.3M |
| Integrated Advisors Network LLC | 0.05% | Reduce -11.8% | 21,373 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +62181.8% | 20,553 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +0.2% | 20,113 | $1.2M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -0.9% | 20,112 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -9.4% | 19,124 | $1.2M |
| Lowe Wealth Advisors, LLC | 0.42% | Reduce -1.2% | 18,951 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +0.7% | 16,514 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 16,311 | $998K |
| Rather & Kittrell, Inc. | 0.17% | Reduce -4.0% | 15,694 | $960K |
| Key Financial Inc | 0.17% | No change | 15,022 | $925K |
| Foster & Motley Inc. | 0.05% | Reduce -1.7% | 14,969 | $916K |
| Rathbones Group PLC | 0.00% | No change | 14,600 | $893K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.2% | 13,704 | $838K |
| Colonial River Investments, LLC | 0.29% | Add +30.2% | 12,987 | $794K |
| Axxcess Wealth Management, LLC | 0.02% | Add +36.4% | 12,933 | $791K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -0.4% | 12,435 | $761K |
| Prairiewood Capital, LLC | 0.25% | Reduce -0.3% | 12,170 | $745K |
| Lido Advisors, LLC | 0.00% | Add +14.6% | 12,136 | $742K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +5.0% | 11,795 | $722K |
| WFA of San Diego, LLC | 0.49% | Reduce -1.1% | 11,636 | $712K |
| Snowden Capital Advisors LLC | 0.02% | Add +7.1% | 11,581 | $708K |
| Raymond James Financial Inc. | 0.00% | Add +8.6% | 11,442 | $700K |
| PDS Planning, Inc | 0.05% | No change | 11,324 | $693K |
| Mather Group, Llc. | 0.01% | No change | 10,897 | $667K |
| Hardy Reed LLC | 0.05% | No change | 10,346 | $633K |
| Citigroup Inc. | 0.00% | Add +28.5% | 10,169 | $622K |
| Scotia Capital Inc. | 0.00% | Reduce -3.9% | 10,144 | $621K |
| Atlas Legacy Advisors, LLC | 0.11% | Reduce -13.3% | 9,694 | $593K |
| Quantinno Capital Management LP | 0.00% | Add +24.0% | 9,626 | $589K |
| Ieq Capital, LLC | 0.00% | No change | 9,483 | $580K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 9,185 | $562K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.3% | 9,156 | $560K |
| Quadrant Private Wealth Management, LLC | 0.10% | No change | 9,150 | $560K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 8,573 | $524K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.5% | 8,340 | $510K |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.