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 |
| EP Wealth Advisors, LLC | 0.00% | Add +4.9% | 10,839 | $758K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +31.0% | 10,667 | $746K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.0% | 10,458 | $731K |
| Hardy Reed LLC | 0.05% | No change | 10,346 | $723K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.9% | 10,275 | $718K |
| Trailhead Planners LLC | 0.65% | No change | 9,700 | $678K |
| Flatrock Wealth Partners LLC | 0.30% | Reduce -0.0% | 9,514 | $665K |
| Revolve Wealth Partners, LLC | 0.09% | Add +10.6% | 9,485 | $663K |
| Ieq Capital, LLC | 0.00% | No change | 9,483 | $663K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.3% | 9,452 | $661K |
| Scotia Capital Inc. | 0.00% | Reduce -5.5% | 9,329 | $652K |
| Prairiewood Capital, LLC | 0.19% | Reduce -23.4% | 9,283 | $649K |
| Quadrant Private Wealth Management, LLC | 0.10% | No change | 9,151 | $640K |
| Fifth Third Bancorp | 0.00% | Add +2554.8% | 8,336 | $583K |
| Capital Investment Advisors, LLC | 0.01% | Add +67.6% | 7,929 | $554K |
| Harbour Investment Management LLC | 0.30% | No change | 7,887 | $551K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.2% | 7,786 | $544K |
| Private Advisor Group, LLC | 0.00% | New | 7,454 | $521K |
| RiverFront Investment Group, LLC | 0.01% | Add +3.7% | 7,428 | $519K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.6% | 7,235 | $506K |
| BlackRock, Inc. | 0.00% | Add +501.8% | 7,227 | $505K |
| Birchwood Financial Partners, Inc. | 0.48% | Add +0.7% | 7,155 | $500K |
| &partners | 0.00% | New | 6,991 | $489K |
| Align Financial, LLC | 0.26% | Reduce -98.3% | 6,485 | $453K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,478 | $453K |
| Maridea Wealth Management LLC | 0.07% | Add +0.6% | 6,412 | $448K |
| Essex Financial Services, Inc. | 0.03% | No change | 6,366 | $445K |
| Rollins Financial Advisors, LLC | 0.07% | Add +61.3% | 6,238 | $436K |
| Gotham Asset Management | 0.00% | New | 6,207 | $434K |
| Two Sigma Securities, LLC | 0.05% | New | 6,096 | $426K |
| Cwm, LLC | 0.00% | Add +48.5% | 5,910 | $413K |
| Cresset Asset Management, LLC | 0.00% | No change | 5,761 | $403K |
| Arkadios Wealth Advisors | 0.01% | New | 5,739 | $401K |
| Larson Financial Group LLC | 0.01% | Reduce -27.8% | 5,587 | $391K |
| TopTier Wealth Management, LLC | 0.24% | Add +0.2% | 5,556 | $388K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -3.2% | 5,408 | $378K |
| Betterment LLC | 0.00% | Reduce -0.7% | 5,345 | $374K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -1.3% | 5,320 | $372K |
| KFA Private Wealth Group, LLC | 0.09% | New | 5,300 | $370K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.3% | 5,213 | $364K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +14.5% | 5,194 | $363K |
| Cibc World Market Inc. | 0.00% | No change | 5,120 | $358K |
| Paragon Capital Management Ltd | 0.07% | No change | 5,086 | $356K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.3% | 4,854 | $339K |
| Castle Wealth Management LLC | 0.11% | No change | 4,831 | $338K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,753 | $332K |
| Facet Wealth, Inc. | 0.01% | Add +12.6% | 4,550 | $318K |
| CoreCap Advisors, LLC | 0.01% | Add +2.7% | 4,397 | $307K |
| AE Wealth Management LLC | 0.00% | Reduce -0.3% | 4,392 | $307K |
| Vertex Planning Partners, LLC | 0.06% | Add +0.1% | 4,366 | $305K |
| Root Financial Partners, LLC | 0.01% | No change | 4,336 | $303K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -5.0% | 4,272 | $299K |
| Austin Wealth Management, LLC | 0.07% | Add +5.0% | 4,065 | $288K |
| Apollon Wealth Management, LLC | 0.00% | Add +3.2% | 4,102 | $287K |
| Darden Wealth Group Inc | 0.14% | New | 4,063 | $284K |
| Regal Investment Advisors LLC | 0.02% | New | 3,962 | $277K |
| Northern Trust Corp. | 0.00% | No change | 3,948 | $276K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 3,805 | $266K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.6% | 3,790 | $265K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,785 | $265K |
| Cutler Investment Counsel LLC | 0.03% | No change | 3,695 | $258K |
| McNamara Financial Services, Inc. | 0.05% | No change | 3,589 | $251K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 3,570 | $250K |
| Bank of Montreal | 0.00% | Add +0.8% | 3,534 | $247K |
| Baird Financial Group, Inc. | 0.00% | Add +4.0% | 3,493 | $244K |
| 71 West Capital Partners | 0.01% | No change | 3,453 | $241K |
| Mission Wealth Management, LP | 0.01% | New | 3,452 | $241K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,423 | $239K |
| Vident Advisory, LLC | 0.00% | Reduce -3.2% | 3,313 | $232K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -5.8% | 3,252 | $227K |
| BIP Wealth, LLC | 0.01% | No change | 3,084 | $216K |
| Security Financial Services, INC. | 0.03% | Reduce -25.4% | 3,039 | $212K |
| Wealthspire Retirement, LLC | 0.01% | New | 3,020 | $211K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 2,987 | $209K |
| IFP Advisors, Inc | 0.00% | Add +11.2% | 2,980 | $208K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 2,818 | $197K |
| Spire Wealth Management | 0.01% | Add +5.1% | 2,480 | $173K |
| Blair William & Co. | 0.00% | Add +0.1% | 2,430 | $170K |
| Vanguard Advisers Inc. | 0.00% | — | 2,129 | $149K |
| Toronto Dominion Bank | 0.00% | Add +840.8% | 2,051 | $143K |
| Crewe Advisors LLC | 0.01% | No change | 1,841 | $129K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,572 | $110K |
| Abound Wealth Management | 0.02% | Add +9.3% | 1,303 | $91K |
| Assetmark, Inc. | 0.00% | Add +3.4% | 1,294 | $90K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 1,181 | $82K |
| Harbor Asset Planning, Inc. | 0.07% | No change | 1,138 | $80K |
| Triumph Capital Management | 0.01% | No change | 973 | $68K |
| Versant Capital Management, Inc | 0.01% | No change | 803 | $56K |
| Blue Trust, Inc. | 0.00% | No change | 791 | $55K |
| MCF Advisors LLC | 0.00% | No change | 770 | $54K |
| Private Trust Co. NA | 0.00% | No change | 700 | $49K |
| Bellevue Asset Management, LLC | 0.02% | No change | 675 | $47K |
| Allworth Financial LP | 0.00% | Add +154.3% | 618 | $43K |
| Bogart Wealth, LLC | 0.00% | No change | 612 | $43K |
| Clearstead Advisors, LLC | 0.00% | Add +127.9% | 597 | $42K |
| Harbour Investments, Inc. | 0.00% | Reduce -36.4% | 574 | $40K |
| Arlington Trust Co LLC | 0.00% | No change | 565 | $39K |
| Robinswood Financial LLC | 0.01% | No change | 548 | $38K |
| International Assets Investment Management, LLC | 0.00% | New | 535 | $38K |
| Fairway Wealth LLC | 0.01% | No change | 511 | $36K |
| NewEdge Advisors, LLC | 0.00% | No change | 502 | $35K |
| Bell Investment Advisors, Inc | 0.01% | No change | 494 | $35K |
| WealthShield Partners, LLC | 0.00% | No change | 482 | $34K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 477 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 465 | $33K |
| Wealth Science Advisors LLC | 0.02% | New | 474 | $31K |
| Tidemark, LLC | 0.01% | No change | 413 | $29K |
| Osbon Capital Management LLC | 0.02% | No change | 406 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 392 | $27K |
| Burk Holdings LLC | 0.01% | New | 372 | $26K |
| Hara Capital LLC | 0.01% | Reduce -27.3% | 347 | $24K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.6% | 327 | $23K |
| Godsey & Gibb, Inc. | 0.00% | No change | 311 | $22K |
| Destiny Wealth Partners, LLC | 0.00% | New | 309 | $22K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 295 | $20K |
| Valued Wealth Advisors LLC | 0.01% | New | 272 | $19K |
| Retiremitten Financial LLC | 0.01% | — | 269 | $19K |
| McIlrath & Eck, LLC | 0.00% | Reduce -3.0% | 255 | $18K |
| Chilton Capital Management LLC | 0.00% | No change | 250 | $17K |
| Signaturefd, LLC | 0.00% | No change | 205 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 204 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 191 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 165 | $12K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 146 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 146 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 150 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -23.6% | 133 | $9K |
| Prosperity Bancshares Inc | 0.01% | No change | 125 | $9K |
| Creative Capital Management Investments LLC | 0.00% | No change | 116 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 113 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 105 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | Add +1.0% | 101 | $7K |
| Financial Connections Group, Inc. | 0.00% | No change | 109 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $7K |
| First Command Advisory Services, Inc. | 0.00% | No change | 99 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 83 | $6K |
| Gill Capital Partners, LLC | 0.00% | New | 70 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 61 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.2% | 55 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 46 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 16 | $1K |
| Basepoint Wealth LLC | 0.00% | New | 5 | $350 |
| GAMMA Investing LLC | 0.00% | New | 4 | $280 |
"% of holder's portfolio" is PXF's weight in each manager's 13F, not the share of Invesco Rafi Developed Marke the manager owns.