Invesco Rafi Developed MarkePXFETF
13F holders, Q1 2026 (March 31)243holders +9
23new positions
14sold out
2famous investors
$69.54avg. 13F price*
At the end of Q1 2026, 243 institutions reported holding Invesco Rafi Developed Marke (PXF) in their 13F filings, up 9 from Q4 2025. 23 opened new positions and 14 sold out. The largest holders were Charles Schwab Investment Management Inc. ($715.9M), Invesco Ltd. ($428.7M) and Morgan Stanley ($95.1M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $37.5M |
| Exits | 14 | $10.9M |
All 13F filers, Q4 2025 → Q1 2026: 4,386,213 shares bought and 1,647,405 shares sold, net +2,738,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -5.7% | 10,242,344 | $715.9M |
| Invesco Ltd. | 0.04% | Add +41.6% | 6,133,105 | $428.7M |
| Morgan Stanley | 0.01% | Add +2.1% | 1,360,246 | $95.1M |
| Bank of America Corp. | 0.00% | Add +7.5% | 963,927 | $67.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -20.8% | 954,217 | $66.7M |
| LPL Financial LLC | 0.02% | Add +43.9% | 883,311 | $61.7M |
| UBS Group AG | 0.01% | Add +240.2% | 677,998 | $47.4M |
| Wells Fargo & Company | 0.01% | Add +16.3% | 649,503 | $45.4M |
| Sanctuary Advisors, LLC | 0.22% | Add +4.7% | 579,402 | $40.5M |
| Corient Private Wealth LP | 0.04% | Add +661.0% | 439,205 | $30.7M |
| Johnson & White Wealth Management, LLC | 11.47% | Add +1.8% | 387,859 | $27.1M |
| First American Trust, FSB | 1.57% | New | 334,207 | $23.4M |
| Charles Schwab Trust Co | 1.51% | Reduce -7.9% | 333,037 | $23.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -15.5% | 321,362 | $22.5M |
| Equitable Holdings, Inc. | 0.14% | Add +58.1% | 323,646 | $21.2M |
| JPMorgan Chase & Co. | 0.00% | Add +10.2% | 269,215 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +82.1% | 216,926 | $15.2M |
| Arlington Financial Advisors, LLC | 2.00% | Reduce -12.3% | 201,083 | $14.1M |
| Cetera Investment Advisers | 0.01% | Reduce -3.8% | 200,829 | $14.0M |
| National Bank of Canada | 0.01% | Reduce -1.6% | 192,934 | $13.4M |
| Maltin Wealth Management, Inc. | 4.58% | Add +54.5% | 171,534 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +251.6% | 142,456 | $10.0M |
| Captrust Financial Advisors | 0.02% | Add +0.4% | 265,940 | $10.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.0% | 141,552 | $9.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 133,057 | $9.3M |
| RTD Financial Advisors, Inc. | 1.11% | Reduce -6.0% | 128,968 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +420.0% | 125,379 | $8.8M |
| Breakwater Capital Group | 1.10% | Add +4.2% | 117,448 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +3.1% | 113,022 | $7.9M |
| Independent Advisor Alliance | 0.08% | New | 105,422 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 90,976 | $6.4M |
| Creative Planning | 0.00% | Add +8.3% | 88,222 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.5% | 87,755 | $6.1M |
| Retirement Planning Group, LLC | 0.19% | Add +8.3% | 87,083 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 86,546 | $6.0M |
| AlphaCore Capital LLC | 0.13% | Reduce -17.4% | 81,285 | $5.7M |
| Three Bridge Wealth Advisors, LLC | 1.52% | Reduce -1.2% | 79,121 | $5.5M |
| Stifel Financial Corp. | 0.00% | Add +9.0% | 73,344 | $5.1M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +17.0% | 70,003 | $4.9M |
| Waverly Advisors, LLC | 0.04% | Add +0.1% | 67,287 | $4.7M |
| Garden State Investment Advisory Services LLC | 1.09% | Add +1.1% | 65,470 | $4.6M |
| Archer Investment Corp | 0.97% | Reduce -0.6% | 64,920 | $4.5M |
| Verum Partners LLC | 0.86% | Reduce -0.4% | 64,640 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +47.3% | 66,361 | $4.5M |
| Mariner, LLC | 0.01% | Add +9.8% | 63,489 | $4.4M |
| Glenmede Trust Co. NA | 0.02% | No change | 62,800 | $4.4M |
| US Bancorp \de | 0.01% | Reduce -2.5% | 59,330 | $4.1M |
| Foster Victor Wealth Advisors, LLC | 0.23% | Reduce -5.9% | 55,195 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.8% | 56,692 | $4.0M |
| Centurion Wealth Management LLC | 0.89% | Reduce -4.9% | 56,529 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.3% | 53,152 | $3.7M |
| Rothschild Investment LLC | 0.19% | Add +48.6% | 52,202 | $3.6M |
| MAI Capital Management | 0.02% | Add +0.8% | 50,518 | $3.5M |
| KWB Wealth | 0.32% | Reduce -1.4% | 50,020 | $3.3M |
| Cedar Point Capital Partners, LLC | 1.91% | Add +3.9% | 42,158 | $2.9M |
| Red Tortoise LLC | 1.17% | Reduce -1.2% | 39,758 | $2.8M |
| Proficio Capital Partners LLC | 0.14% | Add +115.2% | 36,580 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.0% | 36,544 | $2.6M |
| Drive Wealth Management, LLC | 0.54% | Add +10.9% | 36,335 | $2.5M |
| FMR LLC | 0.00% | Add +7.0% | 36,110 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 35,527 | $2.5M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -13.2% | 33,471 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +26.8% | 32,794 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -55.7% | 32,737 | $2.3M |
| Cidel Asset Management Inc. | 0.11% | Reduce -5.4% | 28,645 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +2.6% | 25,911 | $1.8M |
| Riverchase Wealth Management, LLC | 0.92% | No change | 25,378 | $1.8M |
| Nalls Sherbakoff Group, LLC | 1.30% | Add +0.6% | 25,219 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +73.3% | 25,120 | $1.8M |
| Atlas Capital Advisors Inc. | 0.19% | No change | 24,243 | $1.7M |
| Flagstar Securities, Inc. | 0.61% | Add +11.6% | 23,996 | $1.7M |
| Aries Wealth Management | 0.35% | Reduce -2.0% | 22,932 | $1.6M |
| Crusonia Wealth Advisors LLC | 0.31% | Add +0.2% | 21,818 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | No change | 20,553 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Add +0.7% | 20,689 | $1.4M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -1.5% | 20,316 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -12.3% | 19,964 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +84.1% | 18,943 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -23.8% | 17,699 | $1.2M |
| AQR Capital Management | 0.00% | Add +20.4% | 15,971 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 16,928 | $1.1M |
| Foster & Motley Inc. | 0.06% | Reduce -2.6% | 15,727 | $1.1M |
| Key Financial Inc | 0.19% | Add +3.4% | 15,647 | $1.1M |
| Rather & Kittrell, Inc. | 0.17% | Reduce -2.3% | 15,334 | $1.1M |
| Savant Capital, LLC | 0.01% | No change | 15,097 | $1.1M |
| Targeted Financial Services LLC | 0.86% | Add +15.1% | 15,029 | $1.1M |
| Rathbones Group PLC | 0.00% | No change | 14,600 | $1.0M |
| Vanguard National Trust Co | 0.06% | — | 13,971 | $977K |
| Wealthfront Advisers LLC | 0.00% | Add +51.7% | 13,825 | $966K |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 13,574 | $949K |
| Colonial River Investments, LLC | 0.34% | Add +2.3% | 13,515 | $945K |
| Main Street Financial Solutions, LLC | 0.07% | Add +27.6% | 12,800 | $895K |
| Atlas Legacy Advisors, LLC | 0.16% | Add +2.5% | 12,444 | $870K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 11,670 | $816K |
| PDS Planning, Inc | 0.05% | No change | 11,324 | $792K |
| WFA of San Diego, LLC | 0.63% | Reduce -0.7% | 11,271 | $788K |
| Citigroup Inc. | 0.00% | Add +18.5% | 11,231 | $785K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -8.1% | 11,112 | $777K |
| Lido Advisors, LLC | 0.00% | Reduce -5.6% | 11,078 | $774K |
| Mather Group, Llc. | 0.01% | No change | 10,894 | $761K |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.