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 |
| Snowden Capital Advisors LLC | 0.02% | Reduce -9.7% | 10,457 | $685K |
| Hardy Reed LLC | 0.05% | No change | 10,346 | $678K |
| EP Wealth Advisors, LLC | 0.00% | — | 10,329 | $677K |
| Focus Partners Wealth | 0.00% | Add +25.6% | 10,288 | $674K |
| Main Street Financial Solutions, LLC | 0.05% | New | 10,028 | $657K |
| Scotia Capital Inc. | 0.00% | Reduce -2.7% | 9,874 | $647K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.8% | 9,774 | $641K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.6% | 9,703 | $636K |
| Trailhead Planners LLC | 0.62% | — | 9,700 | $636K |
| Flatrock Wealth Partners LLC | 0.30% | — | 9,517 | $624K |
| Ieq Capital, LLC | 0.00% | No change | 9,483 | $622K |
| Citigroup Inc. | 0.00% | Reduce -6.8% | 9,480 | $621K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +0.0% | 9,151 | $600K |
| Wealthfront Advisers LLC | 0.00% | Add +9.3% | 9,114 | $597K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 8,573 | $562K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,141 | $534K |
| Harbour Investment Management LLC | 0.27% | No change | 7,887 | $517K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.0% | 7,803 | $511K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 7,737 | $507K |
| Comerica Bank | 0.00% | Reduce -3.5% | 7,715 | $506K |
| RiverFront Investment Group, LLC | 0.01% | Add +27.3% | 7,162 | $469K |
| Birchwood Financial Partners, Inc. | 0.46% | — | 7,104 | $466K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.9% | 6,919 | $454K |
| Maridea Wealth Management LLC | 0.06% | Add +4.5% | 6,371 | $418K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 6,366 | $417K |
| Cresset Asset Management, LLC | 0.00% | No change | 5,761 | $378K |
| Align Financial, LLC | 0.22% | — | 371,247 | $371K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.2% | 5,587 | $366K |
| TopTier Wealth Management, LLC | 0.25% | — | 5,543 | $363K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.0% | 5,445 | $357K |
| Evolve Private Wealth, LLC | 0.02% | — | 5,390 | $353K |
| Betterment LLC | 0.00% | Reduce -2.0% | 5,384 | $353K |
| Cibc World Market Inc. | 0.00% | No change | 5,120 | $336K |
| Paragon Capital Management Ltd | 0.07% | No change | 5,086 | $333K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.1% | 4,869 | $319K |
| Castle Wealth Management LLC | 0.10% | No change | 4,831 | $317K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,753 | $312K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.4% | 4,730 | $310K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +7.0% | 4,536 | $297K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,498 | $295K |
| AE Wealth Management LLC | 0.00% | Add +27.5% | 4,407 | $289K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -3.9% | 4,360 | $286K |
| Root Financial Partners, LLC | 0.01% | Add +3.6% | 4,336 | $284K |
| Facet Wealth, Inc. | 0.01% | Add +21.4% | 4,041 | $284K |
| GTS Securities LLC | 0.01% | Reduce -47.7% | 4,296 | $282K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,283 | $281K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.2% | 4,080 | $268K |
| Security Financial Services, INC. | 0.04% | Reduce -7.8% | 4,071 | $267K |
| Cwm, LLC | 0.00% | No change | 3,981 | $261K |
| Apollon Wealth Management, LLC | 0.00% | New | 3,974 | $260K |
| Northern Trust Corp. | 0.00% | Reduce -3.3% | 3,948 | $259K |
| Austin Wealth Management, LLC | 0.04% | Add +0.1% | 3,871 | $259K |
| Flow Traders U.S. LLC | 0.01% | Reduce -95.5% | 3,890 | $255K |
| Rollins Financial Advisors, LLC | 0.04% | Add +0.5% | 3,867 | $253K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 3,805 | $249K |
| Cutler Investment Counsel LLC | 0.03% | No change | 3,695 | $242K |
| McNamara Financial Services, Inc. | 0.04% | Reduce -5.5% | 3,589 | $235K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 3,570 | $234K |
| Bank of Montreal | 0.00% | No change | 3,507 | $230K |
| 71 West Capital Partners | 0.01% | — | 3,453 | $226K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -18.2% | 3,451 | $226K |
| Vident Advisory, LLC | 0.00% | Reduce -12.2% | 3,423 | $224K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,423 | $224K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,397 | $223K |
| Baird Financial Group, Inc. | 0.00% | New | 3,357 | $220K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,236 | $212K |
| BIP Wealth, LLC | 0.01% | New | 3,084 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.7% | 2,976 | $195K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 2,818 | $185K |
| IFP Advisors, Inc | 0.00% | No change | 2,680 | $176K |
| Blair William & Co. | 0.00% | Add +11.6% | 2,428 | $159K |
| Spire Wealth Management | 0.01% | No change | 2,360 | $155K |
| Crewe Advisors LLC | 0.01% | No change | 1,841 | $121K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 1,572 | $103K |
| Assetmark, Inc. | 0.00% | No change | 1,251 | $82K |
| BlackRock, Inc. | 0.00% | Add +106.0% | 1,201 | $79K |
| Abound Wealth Management | 0.02% | Add +11.1% | 1,192 | $78K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,176 | $77K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 1,138 | $75K |
| Triumph Capital Management | 0.01% | New | 973 | $64K |
| Harbour Investments, Inc. | 0.00% | No change | 902 | $59K |
| Versant Capital Management, Inc | 0.01% | Reduce -35.5% | 803 | $53K |
| Blue Trust, Inc. | 0.00% | Reduce -38.4% | 791 | $52K |
| MCF Advisors LLC | 0.00% | No change | 770 | $50K |
| Private Trust Co. NA | 0.00% | No change | 700 | $46K |
| Bellevue Asset Management, LLC | 0.01% | No change | 675 | $44K |
| Bogart Wealth, LLC | 0.00% | New | 612 | $40K |
| Arlington Trust Co LLC | 0.00% | No change | 565 | $37K |
| Robinswood Financial LLC | 0.01% | Reduce -12.7% | 548 | $36K |
| Fairway Wealth LLC | 0.01% | No change | 511 | $33K |
| NewEdge Advisors, LLC | 0.00% | No change | 502 | $33K |
| Bell Investment Advisors, Inc | 0.01% | No change | 494 | $32K |
| WealthShield Partners, LLC | 0.00% | Add +5.5% | 482 | $32K |
| Hara Capital LLC | 0.02% | No change | 477 | $31K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 477 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 465 | $30K |
| Tidemark, LLC | 0.01% | New | 413 | $27K |
| Osbon Capital Management LLC | 0.02% | — | 406 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | New | 392 | $26K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.9% | 322 | $21K |
| Fifth Third Bancorp | 0.00% | No change | 314 | $21K |
| Godsey & Gibb, Inc. | 0.00% | No change | 311 | $20K |
| McIlrath & Eck, LLC | 0.00% | Add +241.6% | 263 | $17K |
| Clearstead Advisors, LLC | 0.00% | Add +1.6% | 262 | $17K |
| Chilton Capital Management LLC | 0.00% | Reduce -26.5% | 250 | $16K |
| Allworth Financial LP | 0.00% | Add +1.3% | 243 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 204 | $15K |
| Toronto Dominion Bank | 0.00% | Reduce -75.1% | 218 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.2% | 213 | $14K |
| Signaturefd, LLC | 0.00% | No change | 205 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 189 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Add +1.2% | 174 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 165 | $11K |
| Motiv8 Investments LLC | 0.01% | New | 154 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 146 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 150 | $9K |
| Prosperity Bancshares Inc | 0.01% | — | 125 | $8K |
| Integrity Financial Corp | 0.00% | New | 121 | $8K |
| Creative Capital Management Investments LLC | 0.00% | New | 116 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 113 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 112 | $7K |
| Financial Connections Group, Inc. | 0.00% | Reduce -96.1% | 109 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 105 | $7K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 104 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 100 | $7K |
| First Command Advisory Services, Inc. | 0.00% | New | 99 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 95 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 83 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 61 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 47 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 46 | $3K |
| WealthCollab, LLC | 0.00% | New | 31 | $2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 16 | $1K |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.