Inves Rafi Emer MRKT-UsdPXHETF

13F holders, Q4 2024 (December 31)
171holders +18
23new positions
7sold out
1famous investor
$20.52avg. 13F price*

At the end of Q4 2024, 171 institutions reported holding Inves Rafi Emer MRKT-Usd Inc. (PXH) in their 13F filings, up 18 from Q3 2024. 23 opened new positions and 7 sold out. The largest holders were Charles Schwab Investment Management Inc. ($492.6M), FMR LLC ($65.3M) and Victory Capital Management Inc. ($52.3M). 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 (Q4 2024)
CUSIP
46138E727
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 158Q1 2024Q2 2024: 152Q2 2024Q3 2024: 153Q3 2024Q4 2024: 171Q4 2024Q1 2025: 183Q1 2025Q2 2025: 185Q2 2025Q3 2025: 199Q3 2025Q4 2025: 209Q4 2025Q1 2026: 224Q1 2026Q2 2026: 233Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions23$8.4M
Exits7$10.2M

All 13F filers, Q3 2024 → Q4 2024: 2,972,113 shares bought and 2,162,744 shares sold, net +809,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

Charles Schwab Investment Management Inc. 0.09% Reduce -2.1% 24,051,891 $492.6M
FMR LLC 0.00% Add +65.8% 3,189,988 $65.3M
Victory Capital Management Inc. 0.05% No change 2,553,137 $52.3M
Bank of America Corp. 0.00% Reduce -1.2% 2,225,113 $45.6M
Ameriprise Financial Inc. 0.01% Reduce -0.7% 2,218,307 $45.4M
Bank of New York Mellon Corp 0.00% Reduce -1.5% 1,220,042 $25.0M
Morgan Stanley 0.00% Add +3.3% 933,073 $19.1M
Daiwa Securities Group Inc. 0.08% Reduce -30.9% 895,500 $18.3M
LPL Financial LLC 0.01% Add +1.2% 880,390 $18.0M
Invesco Ltd. 0.00% Add +64.3% 724,559 $14.8M
Old Mission Capital LLC 0.28% Add +64.5% 592,316 $12.1M
HighTower Advisors, LLC 0.02% Add +0.4% 553,049 $11.3M
Atlas Legacy Advisors, LLC 2.49% — 502,070 $10.3M
Wells Fargo & Company 0.00% Add +10.6% 483,013 $9.9M
Cidel Asset Management Inc. 0.66% Add +12.6% 475,838 $9.7M
Captrust Financial Advisors 0.02% Reduce -0.2% 397,388 $8.1M
Asset Allocation Strategies LLC 1.58% New 242,657 $6.6M
Royal Bank of Canada 0.00% Add +28.5% 277,949 $5.7M
Johnson & White Wealth Management, LLC 3.17% Add +7.0% 257,240 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.6% 254,570 $5.2M
Orion Porfolio Solutions, LLC 0.05% Reduce -8.0% 244,323 $5.0M
Orion Portfolio Solutions, LLC 0.05% Reduce -8.0% 244,323 $5.0M
Flow Traders U.S. LLC 0.18% Add +285.1% 222,673 $4.6M
Raymond James Financial Inc. 0.00% — 221,482 $4.5M
Aries Wealth Management 1.19% Add +4.7% 210,844 $4.3M
Baird Financial Group, Inc. 0.01% Add +3.4% 194,552 $4.0M
Foster & Motley Inc. 0.23% Reduce -4.8% 175,810 $3.6M
Rothschild Investment LLC 0.23% Reduce -1.1% 174,324 $3.6M
CIBC Private Wealth Group LLC 0.01% Add +4084.8% 169,611 $3.4M
UBS Group AG 0.00% Reduce -7.4% 146,011 $3.0M
KWB Wealth 0.34% Reduce -12.0% 126,151 $2.8M
Envestnet Asset Management Inc. 0.00% Reduce -7.7% 133,825 $2.7M
Fiduciary Trust Co 0.03% Add +25.8% 122,915 $2.5M
Kathmere Capital Management, LLC 0.22% Reduce -1.6% 121,535 $2.5M
Citadel Advisors 0.00% Add +917.0% 102,475 $2.1M
SigFig Wealth Management, LLC 0.08% Add +7.1% 101,446 $2.1M
Waverly Advisors, LLC 0.03% Reduce -2.5% 95,315 $2.0M
One Plus One Wealth Management, LLC 1.13% Reduce -1.4% 94,193 $1.9M
Creative Planning 0.00% Add +4.0% 91,626 $1.9M
Sepio Capital, LP 0.14% Add +0.0% 87,188 $1.8M
Edge Financial Advisors LLC 1.56% Reduce -5.0% 85,307 $1.7M
Charles Schwab Trust Co 0.13% Reduce -1.8% 76,171 $1.6M
Susquehanna International Group, LLP 0.00% Add +26.9% 74,007 $1.5M
Drive Wealth Management, LLC 0.36% Add +2.0% 71,266 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +7.6% 67,589 $1.4M
Townsquare Capital LLC 0.01% Add +2.3% 63,204 $1.3M
Rivernorth Capital Management, LLC 0.05% No change 55,600 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +10.0% 52,227 $1.1M
Lowe Wealth Advisors, LLC 0.44% Add +1.7% 50,032 $1.0M
NewEdge Advisors, LLC 0.01% Add +5331.9% 49,104 $1.0M
LMCG Investments, LLC 0.06% Add +54.9% 47,494 $973K
Private Advisor Group, LLC 0.01% Reduce -61.2% 46,910 $961K
Goldstein Advisors, LLC 0.12% Add +3.8% 41,132 $842K
Mercer Global Advisors Inc. 0.00% Add +19.2% 37,994 $778K
Cerity Partners LLC 0.00% Reduce -29.4% 37,179 $761K
Mariner, LLC 0.00% Add +6.8% 33,395 $684K
Rathbones Group PLC 0.00% No change 32,180 $659K
Net Worth Advisory Group 0.20% Reduce -10.2% 31,830 $652K
Wealthfront Advisers LLC 0.00% Add +17.7% 31,755 $650K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.3% 30,946 $634K
DAVENPORT & Co LLC 0.00% Add +2.5% 29,374 $602K
Red Tortoise LLC 0.30% Reduce -2.6% 27,773 $569K
Cibc World Market Inc. 0.00% Add +7.6% 26,231 $537K
Apollon Wealth Management, LLC 0.01% Add +5.5% 25,375 $520K
Prairiewood Capital, LLC 0.20% Reduce -2.0% 23,115 $473K
Corient Private Wealth LP 0.00% Add +3.3% 21,893 $448K
IFG Advisory, LLC 0.02% Reduce 0.0% 20,760 $425K
MassMutual Private Wealth & Trust, FSB 0.01% Add +800.9% 18,117 $371K
Onyx Bridge Wealth Group LLC 0.05% Reduce -0.8% 17,912 $367K
Osaic Holdings, Inc. 0.00% Add +17.6% 17,694 $362K
Revolve Wealth Partners, LLC 0.05% New 17,471 $358K
Rockefeller Capital Management L.P. 0.00% Add +14.4% 16,128 $330K
JPMorgan Chase & Co. 0.00% Add +141.2% 15,705 $322K
Independent Advisor Alliance 0.00% New 15,266 $313K
Sard Wealth Management Group, LLC 0.21% Add +0.5% 15,148 $310K
Cambridge Investment Research Advisors, Inc. 0.00% Add +37.4% 15,132 $310K
Flagstar Securities, Inc. 0.07% Add +4.8% 14,681 $301K
Evergreen Capital Management LLC 0.01% No change 13,980 $286K
MML Investors Services, LLC 0.00% Reduce -5.9% 13,850 $284K
JFS Wealth Advisors, LLC 0.02% Reduce -6.3% 13,612 $279K
Commonwealth Equity Services, LLC 0.00% New 13,074 $268K
Paragon Capital Management Ltd 0.05% No change 13,083 $268K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.6% 12,312 $252K
Efficient Frontier Advisors LLC 0.16% Add +6.8% 12,008 $246K
Callan Capital, LLC 0.02% No change 11,986 $245K
Brighton Jones LLC 0.01% Add +15.6% 11,893 $244K
Freestone Capital Holdings, LLC 0.01% New 11,858 $243K
Trademark Financial Management, LLC 0.18% Reduce -60.5% 11,302 $231K
Wade Financial Advisory, Inc 0.08% No change 11,033 $226K
Atria Wealth Solutions, Inc. 0.00% New 10,663 $218K
EP Wealth Advisors, LLC 0.00% New 10,258 $210K
Austin Wealth Management, LLC 0.04% Add +3.3% 10,269 $209K
Asset Dedication, LLC 0.01% Reduce -3.7% 7,876 $161K
IFP Advisors, Inc 0.01% Reduce -0.2% 7,661 $157K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.7% 7,529 $154K
Capital Investment Advisory Services, LLC 0.01% Reduce -24.0% 6,422 $132K
Capital Analysts, LLC 0.01% No change 6,361 $130K
PNC Financial Services Group, Inc. 0.00% Add +42.9% 6,058 $124K
Johnson Financial Group, Inc. 0.01% New 5,334 $112K
Bessemer Group Inc. 0.00% No change 4,992 $102K

"% 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.

Show all 171 holders