Invesco Rafi Developed MarkePXFETF
13F holders, Q4 2025 (December 31)234holders +31
24new positions
6sold out
2famous investors
$64.39avg. 13F price*
At the end of Q4 2025, 234 institutions reported holding Invesco Rafi Developed Marke (PXF) in their 13F filings, up 31 from Q3 2025. 24 opened new positions and 6 sold out. The largest holders were Charles Schwab Investment Management Inc. ($711.6M), Invesco Ltd. ($283.9M) and Morgan Stanley ($87.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Rafi Developed Marke
- CUSIP
- 46138E743
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $47.8M |
| Exits | 6 | $368K |
All 13F filers, Q3 2025 → Q4 2025: 1,962,308 shares bought and 1,691,086 shares sold, net +271,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -4.6% | 10,857,229 | $711.6M |
| Invesco Ltd. | 0.03% | Reduce -0.7% | 4,332,123 | $283.9M |
| Morgan Stanley | 0.01% | Reduce -2.3% | 1,332,723 | $87.4M |
| Bank of New York Mellon Corp | 0.01% | Add +44.8% | 1,204,516 | $79.0M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 896,778 | $58.8M |
| LPL Financial LLC | 0.01% | Reduce -5.7% | 613,725 | $40.2M |
| Wells Fargo & Company | 0.01% | Add +8.6% | 558,509 | $36.6M |
| Sanctuary Advisors, LLC | 0.20% | New | 553,187 | $36.3M |
| Johnson & White Wealth Management, LLC | 10.87% | Add +4.0% | 381,199 | $25.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -22.3% | 380,417 | $24.9M |
| Charles Schwab Trust Co | 1.56% | Reduce -3.6% | 361,453 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Add +112.6% | 244,255 | $16.0M |
| Arlington Financial Advisors, LLC | 2.15% | Reduce -0.7% | 229,222 | $15.0M |
| Cetera Investment Advisers | 0.01% | Add +6.0% | 208,758 | $13.7M |
| Equitable Holdings, Inc. | 0.09% | Reduce -17.7% | 204,721 | $13.4M |
| UBS Group AG | 0.00% | Reduce -2.7% | 199,279 | $13.1M |
| National Bank of Canada | 0.01% | Add +238965.9% | 196,034 | $12.8M |
| Captrust Financial Advisors | 0.02% | Add +101.1% | 264,919 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.9% | 140,175 | $9.2M |
| RTD Financial Advisors, Inc. | 1.10% | Reduce -5.9% | 137,194 | $9.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.2% | 133,360 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 119,120 | $7.8M |
| Breakwater Capital Group | 1.03% | Add +37.9% | 112,767 | $7.4M |
| Maltin Wealth Management, Inc. | 2.89% | Add +8.7% | 111,016 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Add +6.0% | 109,649 | $7.2M |
| AlphaCore Capital LLC | 0.14% | Reduce -2.6% | 98,410 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.8% | 95,320 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.1% | 87,447 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.0% | 81,662 | $5.4M |
| Creative Planning | 0.00% | Reduce -1.4% | 81,471 | $5.3M |
| Retirement Planning Group, LLC | 0.17% | Reduce -1.2% | 80,406 | $5.3M |
| Three Bridge Wealth Advisors, LLC | 1.38% | Reduce -0.7% | 80,074 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +546.0% | 73,911 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +24.5% | 67,272 | $4.4M |
| Waverly Advisors, LLC | 0.04% | Add +0.0% | 67,203 | $4.4M |
| Archer Investment Corp | 0.97% | Reduce -5.3% | 65,290 | $4.3M |
| Verum Partners LLC | 0.86% | Reduce -1.0% | 64,874 | $4.3M |
| Garden State Investment Advisory Services LLC | 1.01% | Add +8.3% | 64,786 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -24.2% | 62,028 | $4.2M |
| Glenmede Trust Co. NA | 0.02% | — | 62,800 | $4.1M |
| HRT Financial LP | 0.01% | New | 61,934 | $4.1M |
| Foster Victor Wealth Advisors, LLC | 0.23% | Reduce -7.3% | 58,639 | $4.0M |
| US Bancorp \de | 0.00% | Reduce -2.0% | 60,883 | $4.0M |
| Cornerstone Wealth Management, LLC | 0.20% | Add +13.1% | 59,811 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +777.8% | 59,524 | $3.9M |
| Centurion Wealth Management LLC | 0.86% | Add +5.7% | 59,419 | $3.9M |
| Mariner, LLC | 0.00% | Add +18.5% | 57,795 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -87.5% | 57,717 | $3.8M |
| KWB Wealth | 0.32% | Add +3.1% | 50,735 | $3.3M |
| MAI Capital Management | 0.02% | Add +61.7% | 50,104 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +20.3% | 45,062 | $3.0M |
| Cedar Point Capital Partners, LLC | 1.70% | Add +10.6% | 40,568 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 40,519 | $2.7M |
| Red Tortoise LLC | 1.13% | Add +1.0% | 40,253 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.1% | 39,719 | $2.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.3% | 38,571 | $2.5M |
| Rothschild Investment LLC | 0.13% | Add +7.1% | 35,120 | $2.3M |
| FMR LLC | 0.00% | Add +1.7% | 33,744 | $2.2M |
| Drive Wealth Management, LLC | 0.42% | Add +10.0% | 32,763 | $2.1M |
| Cidel Asset Management Inc. | 0.14% | Add +1.8% | 30,279 | $2.0M |
| Shakespeare Wealth Management, LLC | 0.38% | Reduce -2.8% | 26,054 | $1.7M |
| Atria Investments, Inc | 0.02% | New | 25,870 | $1.7M |
| Riverchase Wealth Management, LLC | 0.90% | No change | 25,378 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +8.9% | 25,264 | $1.7M |
| Nalls Sherbakoff Group, LLC | 1.19% | Reduce -25.1% | 25,075 | $1.6M |
| Atlas Capital Advisors Inc. | 0.18% | — | 24,243 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 24,110 | $1.6M |
| Aries Wealth Management | 0.34% | No change | 23,406 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +8.7% | 23,236 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +19.0% | 22,754 | $1.5M |
| Crusonia Wealth Advisors LLC | 0.31% | — | 21,769 | $1.4M |
| Flagstar Securities, Inc. | 0.47% | Add +0.4% | 21,505 | $1.4M |
| Axxcess Wealth Management, LLC | 0.02% | Add +62.0% | 20,952 | $1.4M |
| Kathmere Capital Management, LLC | 0.09% | Add +2.5% | 20,618 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | No change | 20,553 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +2.1% | 20,537 | $1.3M |
| Proficio Capital Partners LLC | 0.08% | New | 17,000 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +107.7% | 16,928 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 16,350 | $1.1M |
| Foster & Motley Inc. | 0.06% | Add +7.9% | 16,149 | $1.1M |
| Rather & Kittrell, Inc. | 0.17% | No change | 15,694 | $1.0M |
| Key Financial Inc | 0.18% | Add +0.7% | 15,129 | $992K |
| Savant Capital, LLC | 0.01% | Reduce -8.6% | 15,097 | $990K |
| Rathbones Group PLC | 0.00% | No change | 14,600 | $957K |
| Citadel Advisors | 0.00% | Reduce -93.5% | 14,570 | $955K |
| Quantinno Capital Management LP | 0.00% | Add +50.6% | 14,493 | $950K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.5% | 14,147 | $927K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.9% | 13,574 | $890K |
| AQR Capital Management | 0.00% | New | 13,271 | $870K |
| Colonial River Investments, LLC | 0.31% | Add +1.7% | 13,212 | $866K |
| Targeted Financial Services LLC | 0.74% | — | 13,058 | $856K |
| Jane Street Group, LLC | 0.00% | Reduce -79.4% | 12,962 | $850K |
| Atlas Legacy Advisors, LLC | 0.14% | Add +25.3% | 12,147 | $796K |
| Prairiewood Capital, LLC | 0.25% | Reduce -0.5% | 12,111 | $794K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -2.8% | 12,091 | $792K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 11,776 | $772K |
| WFA of San Diego, LLC | 0.55% | Reduce -2.4% | 11,352 | $744K |
| PDS Planning, Inc | 0.05% | No change | 11,324 | $742K |
| Lido Advisors, LLC | 0.00% | Reduce -3.3% | 11,735 | $724K |
| Mather Group, Llc. | 0.01% | Reduce -0.0% | 10,894 | $714K |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.