Inves Rafi Emer MRKT-UsdPXHETF
13F holders, Q1 2024 (March 31)158holders
1famous investor
$19.46avg. 13F price*
At the end of Q1 2024, 158 institutions reported holding Inves Rafi Emer MRKT-Usd Inc. (PXH) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($504.8M), Bank of America Corp. ($51.8M) and Victory Capital Management Inc. ($49.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Inves Rafi Emer MRKT-Usd Inc.
- Filed as
- INVESCO EXCH TRADED FD TR II (Q1 2024)
- CUSIP
- 46138E727
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $10.5M |
| Exits | 27 | $21.6M |
Ownership 158 holders
| Charles Schwab Investment Advisory, Inc. | 0.69% | Reduce -2.8% | 25,939,683 | $504.8M |
| Bank of America Corp. | 0.01% | Add +4.5% | 2,661,801 | $51.8M |
| Victory Capital Management Inc. | 0.05% | No change | 2,553,137 | $49.7M |
| Invesco Ltd. | 0.01% | Reduce -4.2% | 2,474,712 | $48.2M |
| Ameriprise Financial Inc. | 0.01% | Add +1.6% | 2,264,380 | $44.0M |
| FMR LLC | 0.00% | Add +0.3% | 1,752,937 | $34.1M |
| Orion Porfolio Solutions, LLC | 0.28% | Reduce -52.0% | 1,336,706 | $26.0M |
| Orion Portfolio Solutions, LLC | 0.28% | Reduce -52.0% | 1,336,706 | $26.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 1,263,858 | $24.6M |
| Morgan Stanley | 0.00% | Add +28.7% | 967,158 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +79.0% | 954,661 | $18.6M |
| LPL Financial LLC | 0.01% | Add +452.6% | 856,708 | $16.7M |
| Daiwa Securities Group Inc. | 0.09% | Add +54.5% | 765,500 | $14.9M |
| HighTower Advisors, LLC | 0.02% | Add +3.7% | 618,951 | $12.0M |
| Citigroup Inc. | 0.01% | Reduce -8.8% | 566,181 | $11.0M |
| Goldstein Advisors, LLC | 1.87% | Add +6.1% | 561,709 | $10.9M |
| Captrust Financial Advisors | 0.03% | Add +0.4% | 399,278 | $7.8M |
| Cidel Asset Management Inc. | 0.56% | Reduce -0.7% | 377,055 | $7.3M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -49.9% | 300,564 | $5.8M |
| One Plus One Wealth Management, LLC | 2.89% | Reduce -24.2% | 258,870 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.2% | 239,575 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 209,857 | $4.1M |
| Johnson & White Wealth Management, LLC | 2.85% | Add +16.7% | 201,078 | $3.9M |
| Foster & Motley Inc. | 0.27% | Reduce -2.5% | 199,919 | $3.9M |
| Old Mission Capital LLC | 0.09% | New | 187,069 | $3.6M |
| Rothschild Investment LLC | 0.26% | Add +2.0% | 186,619 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +5.9% | 185,750 | $3.6M |
| Aries Wealth Management | 1.07% | Add +25.2% | 170,224 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.4% | 152,151 | $3.0M |
| KWB Wealth | 0.39% | Reduce -17.3% | 149,317 | $2.9M |
| Flow Traders U.S. LLC | 0.15% | New | 144,247 | $2.8M |
| Raymond James & Associates | 0.00% | Reduce -3.0% | 130,612 | $2.5M |
| Kathmere Capital Management, LLC | 0.28% | Reduce 0.0% | 126,801 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +139.9% | 113,119 | $2.2M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.2% | 102,744 | $2.0M |
| Drive Wealth Management, LLC | 0.54% | Add +53.0% | 99,476 | $1.9M |
| SigFig Wealth Management, LLC | 0.07% | Add +3.0% | 99,118 | $1.9M |
| UBS Group AG | 0.00% | Add +21.2% | 98,738 | $1.9M |
| Sepio Capital, LP | 0.15% | Add +0.0% | 87,109 | $1.7M |
| Charles Schwab Trust Co | 0.15% | Add +0.3% | 80,351 | $1.6M |
| Creative Planning | 0.00% | Add +46.6% | 70,768 | $1.4M |
| Rivernorth Capital Management, LLC | 0.06% | No change | 68,427 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +32.1% | 66,094 | $1.3M |
| Fiduciary Trust Co | 0.02% | Add +3.3% | 65,720 | $1.3M |
| Atria Investments, Inc | 0.01% | New | 53,549 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +0.0% | 48,938 | $952K |
| Lowe Wealth Advisors, LLC | 0.37% | Add +11.0% | 41,023 | $798K |
| Edge Financial Advisors LLC | 0.70% | — | 40,860 | $796K |
| Citadel Advisors | 0.00% | New | 40,348 | $785K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -18.9% | 38,909 | $757K |
| DAVENPORT & Co LLC | 0.00% | Add +0.8% | 35,748 | $696K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.7% | 34,850 | $678K |
| Rathbones Group PLC | 0.00% | No change | 32,180 | $626K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.5% | 29,457 | $573K |
| Vima LLC | 0.65% | New | 30,645 | $563K |
| Red Tortoise LLC | 0.30% | Add +0.3% | 27,744 | $540K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +132.8% | 27,670 | $538K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 25,415 | $495K |
| Prairiewood Capital, LLC | 0.23% | Reduce -0.1% | 24,790 | $482K |
| Mariner, LLC | 0.00% | Add +9.5% | 24,021 | $467K |
| Cibc World Market Inc. | 0.00% | Add +0.1% | 23,425 | $456K |
| WMS Partners, LLC | 0.03% | No change | 22,503 | $438K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -34.5% | 20,524 | $407K |
| IFG Advisory, LLC | 0.03% | Add +1.3% | 20,071 | $391K |
| Bank of Montreal | 0.00% | Add +751.3% | 19,351 | $379K |
| Gsa Capital Partners LLP | 0.03% | Reduce -35.5% | 18,516 | $360K |
| Osaic Holdings, Inc. | 0.00% | Add +95.4% | 18,469 | $359K |
| Paragon Capital Management Ltd | 0.06% | New | 18,298 | $356K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.0% | 17,226 | $335K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.9% | 16,958 | $330K |
| LMCG Investments, LLC | 0.02% | Reduce -2.7% | 16,741 | $326K |
| Corient Private Wealth LP | 0.00% | Reduce -43.2% | 16,701 | $325K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -2.7% | 15,470 | $301K |
| Sard Wealth Management Group, LLC | 0.26% | Add +0.2% | 14,831 | $289K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.3% | 14,495 | $282K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.6% | 14,216 | $277K |
| Ignite Planners, LLC | 0.07% | Reduce -3.8% | 13,681 | $266K |
| Raymond James Trust N.A. | 0.01% | Reduce -3.5% | 13,600 | $265K |
| Callan Capital, LLC | 0.02% | No change | 11,986 | $233K |
| Strategic Blueprint, LLC | 0.02% | New | 11,319 | $220K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 11,171 | $217K |
| Wade Financial Advisory, Inc | 0.08% | Reduce -11.8% | 11,033 | $215K |
| Efficient Frontier Advisors LLC | 0.17% | Add +0.3% | 10,914 | $212K |
| Flagstar Securities, Inc. | 0.06% | Add +7.7% | 10,818 | $211K |
| Austin Wealth Management, LLC | 0.05% | New | 9,940 | $210K |
| HUB Investment Partners, LLC | 0.01% | New | 10,773 | $210K |
| MML Investors Services, LLC | 0.00% | New | 10,647 | $207K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,128 | $197K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 8,563 | $167K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.8% | 7,643 | $149K |
| Cwm, LLC | 0.00% | Reduce -5.0% | 7,227 | $141K |
| Gradient Investments LLC | 0.00% | No change | 6,631 | $129K |
| IFP Advisors, Inc | 0.00% | Add +6.3% | 5,634 | $110K |
| JPMorgan Chase & Co. | 0.00% | Add +30.3% | 5,199 | $101K |
| Bessemer Group Inc. | 0.00% | No change | 4,992 | $97K |
| Global Retirement Partners, LLC | 0.00% | New | 4,781 | $93K |
| Northwest Capital Management Inc | 0.02% | No change | 3,793 | $74K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +129.7% | 3,271 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,006 | $58K |
| Comerica Bank | 0.00% | Add +98.2% | 2,797 | $54K |
"% of holder's portfolio" is PXH's weight in each manager's 13F, not the share of Inves Rafi Emer MRKT-Usd Inc. the manager owns.