Skip to content
Disclosery

PXH INVESCO EXCH TRADED FD TR II

Follow

RAFI EMRGNG MRKT (fund)

172 managers (173 13F filers) reported a position in PXH shares at 2024-12-31, 47,650,419 shares in all. 23 filers opened a position and 7 filers sold out during the quarter.

Managers
172
13F filers
173
New
23
Added
60
Reduced
43
Sold out
7
Shares held by filers
47,650,419

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Charles Schwab Trust Cogroup of 2 filers holding24,128,062$494M-529,898Timeline
FMR LLCin group FMR LLC3,189,988$65.3M<0.01%+1,266,29013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC2,553,137$52.3M0.05%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,225,113$45.6M<0.01%-26,28613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,218,307$45.4M0.01%-14,93713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,220,042$25M<0.01%-18,34913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY933,073$19.1M<0.01%+29,48413F-HR/ATimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.895,500$18.3M0.08%-400,00013F-HRTimelineGroup
LPL Financial LLC880,390$18M0.01%+10,82013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.724,559$14.8M<0.01%+283,50113F-HRTimelineGroup
OLD MISSION CAPITAL LLC592,316$12.1M0.28%+232,19813F-HRTimeline
HighTower Advisors, LLC553,049$11.3M0.02%+2,32813F-HRTimeline
Atlas Legacy Advisors, LLC502,070$10.3M2.49%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN483,013$9.89M<0.01%+46,09513F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC475,838$9.75M0.66%+53,09813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS397,388$8.14M0.02%-85213F-HRTimeline
Asset Allocation Strategies LLC242,657$6.55M1.58%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA277,949$5.69M<0.01%+61,63513F-HRTimelineGroup
Johnson & White Wealth Management, LLC257,240$5.23M3.17%+16,72013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…254,570$5.21M0.01%+1,59413F-HR/ATimeline
Orion Porfolio Solutions, LLC244,323$5M0.05%-21,18313F-HRTimeline
Orion Portfolio Solutions, LLC244,323$5M0.05%-21,18313F-HRTimeline
FLOW TRADERS U.S. LLC222,673$4.56M0.18%+164,85613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC221,482$4.54M<0.01%13F-HR/ATimelineGroup
Aries Wealth Management210,844$4.32M1.19%+9,44013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.194,552$3.98M0.01%+6,41213F-HRTimelineGroup
FOSTER & MOTLEY INC175,810$3.6M0.23%-8,94913F-HRTimeline
ROTHSCHILD INVESTMENT LLC174,324$3.57M0.23%-1,87013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.169,611$3.44M0.01%+165,55813F-HRTimelineGroup
UBS Group AGin group UBS Group AG146,011$2.99M<0.01%-11,70413F-HRTimelineGroup
KWB Wealth126,151$2.77M0.34%-17,23713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,825$2.74M<0.01%-11,17813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co122,915$2.52M0.03%+25,22313F-HRTimelineGroup
Kathmere Capital Management, LLC121,535$2.49M0.22%-1,96313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,475$2.1M<0.01%+92,39913F-HRTimelineGroup
SigFig Wealth Management, LLC101,446$2.08M0.08%+6,70913F-HRTimeline
Waverly Advisors, LLC95,315$1.95M0.03%-2,48613F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC94,193$1.93M1.13%-1,37613F-HRTimeline
Creative Planningin group Creative Planning91,626$1.88M<0.01%+3,49013F-HRTimelineGroup
Sepio Capital, LP87,188$1.79M0.14%+2013F-HRTimeline
Edge Financial Advisors LLC85,307$1.75M1.56%-4,50113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,007$1.52M<0.01%+15,69413F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC71,266$1.46M0.36%+1,38813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.67,589$1.38M0.01%+4,77313F-HRTimeline
TOWNSQUARE CAPITAL LLC63,204$1.29M0.01%+1,43213F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC55,600$1.14M0.05%013F-HRTimeline
Sequoia Financial Advisors, LLC52,227$1.07M0.01%+4,74013F-HR/ATimeline
Lowe Wealth Advisors, LLC50,032$1.02M0.44%+82813F-HRTimeline
NewEdge Advisors, LLC49,104$1.01M0.01%+48,20013F-HRTimeline
LMCG INVESTMENTS, LLC47,494$973K0.06%+16,83613F-HRTimeline
Private Advisor Group, LLC46,910$961K0.01%-73,98513F-HRTimeline
Goldstein Advisors, LLC41,132$842K0.12%+1,48713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,994$778K<0.01%+6,13113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC37,179$761K<0.01%-15,47613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,395$684K<0.01%+2,13113F-HRTimelineGroup
Rathbones Group PLC32,180$659K<0.01%013F-HRTimeline
Net Worth Advisory Group31,830$652K0.2%-3,61113F-HRTimeline
Wealthfront Advisers LLC31,755$650K<0.01%+4,77913F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,946$634K<0.01%+2,09413F-HRTimelineGroup
DAVENPORT & Co LLC29,374$602K<0.01%+72813F-HRTimeline
Red Tortoise LLC27,773$569K0.3%-75713F-HRTimeline
CIBC WORLD MARKET INC.26,231$537K<0.01%+1,85513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,375$520K0.01%+1,32413F-HRTimelineGroup
Prairiewood Capital, LLC23,115$473K0.2%-47313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,893$448K<0.01%+69513F-HRTimelineGroup
IFG Advisory, LLC20,760$425K0.02%-113F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,117$371K0.01%+16,10613F-HRTimeline
Onyx Bridge Wealth Group LLC17,912$367K0.05%-15413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,694$362K<0.01%+2,64913F-HR/ATimelineGroup
Revolve Wealth Partners, LLC17,471$358K0.05%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,128$330K<0.01%+2,02613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,705$322K<0.01%+9,19413F-HRTimelineGroup
Independent Advisor Alliance15,266$313K<0.01%new13F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC15,148$310K0.21%+8013F-HRTimeline
Cambridge Investment Research Advisors,…15,132$310K<0.01%+4,11713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,681$301K0.07%+67213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC13,980$286K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,850$284K<0.01%-87413F-HRTimeline
JFS WEALTH ADVISORS, LLC13,612$279K0.02%-92113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,074$268K<0.01%new13F-HRTimeline
Paragon Capital Management Ltd13,083$268K0.05%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,312$252K0.01%+19113F-HRTimeline
Efficient Frontier Advisors LLC12,008$246K0.16%+76513F-HRTimeline
Callan Capital, LLC11,986$245K0.02%013F-HRTimeline
BRIGHTON JONES LLC11,893$244K0.01%+1,60813F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,858$243K0.01%new13F-HRTimelineGroup
Trademark Financial Management, LLC11,302$231K0.18%-17,34313F-HRTimeline
Wade Financial Advisory, Inc11,033$226K0.08%013F-HRTimeline
Atria Wealth Solutions, Inc.10,663$218K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC10,258$210K<0.01%new13F-HRTimeline
Austin Wealth Management, LLC10,269$209K0.04%+32913F-HRTimeline
Asset Dedication, LLC7,876$161K0.01%-30013F-HRTimeline
IFP Advisors, Inc7,661$157K0.01%-1513F-HRTimeline
Federation des caisses Desjardins du Qu…7,529$154K<0.01%-21213F-HRTimeline
Capital Investment Advisory Services, L…6,422$132K0.01%-2,02713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,361$130K0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,058$124K<0.01%+1,81913F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,334$112K0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,992$102K<0.01%013F-HRTimelineGroup
MAI Capital Management4,685$96K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,409$90.3K<0.01%+1,29713F-HRTimeline
CWM, LLCin group CWM, LLC4,398$90K<0.01%+1,30313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,226$86.5K<0.01%+2,09813F-HRTimelineGroup
Global Retirement Partners, LLC3,068$62.8K<0.01%-3313F-HRTimeline
First Horizon Advisors, Inc.2,513$51.5K<0.01%013F-HRTimeline
COMERICA BANK2,385$48.8K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\2,334$47.8K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD2,184$44.7K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,987$40.7K<0.01%+32713F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,942$39.8K<0.01%-10113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,812$37.1K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,613$33K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,607$32.9K<0.01%+213F-HRTimeline
Crewe Advisors LLC1,316$27K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,142$23.4K<0.01%+20913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…959$19.6K<0.01%013F-HRTimelineGroup
Bristlecone Advisors, LLC893$18.3K<0.01%+913F-HRTimeline
Parallel Advisors, LLC882$18.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc872$17.9K<0.01%-5613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC729$16K<0.01%new13F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC718$14.7K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC635$13.9K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC564$11.6K<0.01%013F-HRTimeline
Allworth Financial LP553$11.4K<0.01%-16813F-HRTimeline
Kathleen S. Wright Associates Inc.505$10.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC446$9.13K<0.01%+113F-HRTimelineGroup
Qube Research & Technologies Ltd400$8.19K<0.01%-3213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC380$7.78K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.356$7.29K<0.01%-613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…351$7.19K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC347$7.11K<0.01%new13F-HRTimeline
MCF Advisors LLC335$6.86K<0.01%013F-HRTimeline
Greenline Partners, LLC330$6.76K<0.01%new13F-HRTimeline
Sandy Spring Bank312$6.39K<0.01%013F-HRTimeline
Larson Financial Group LLC311$6.37K<0.01%-2,38413F-HRTimeline
EPG Wealth Management LLC284$5.82K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC277$5.67K<0.01%-1913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management260$5.32K<0.01%+213F-HRTimelineGroup
PRIVATE TRUST CO NA240$4.92K<0.01%-3713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203$4.16K<0.01%+17713F-HRTimelineGroup
Accredited Wealth Management, LLC201$4.12K<0.01%13F-HRTimeline
Avion Wealth240$4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC150$3.07K<0.01%013F-HRTimeline
Sound Income Strategies, LLC144$2.95K<0.01%013F-HRTimeline
FSA Wealth Management LLC124$2.54K<0.01%013F-HRTimeline
Belmont Capital, LLC107$2.19K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank95$1.95K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL82$1.68K<0.01%013F-HRTimeline
Key Financial Inc61$1.25K<0.01%013F-HRTimeline
WealthShield Partners, LLC57$1.17K<0.01%013F-HRTimeline
Robinswood Financial LLC34$698<0.01%013F-HRTimeline
Smartleaf Asset Management LLC34$697<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS29$594<0.01%-1,22113F-HRTimelineGroup
Running Point Capital Advisors, LLC21$430<0.01%013F-HRTimeline
High Note Wealth, LLC15$307<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12$246<0.01%-485,50313F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4$82<0.01%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC4$82<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$61<0.01%new13F-HRTimeline
Archer Investment Corp2$43<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2$41<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ancora Advisors LLCin group Ancora Advisors LLC2$41<0.01%013F-HRTimelineGroup
Blue Trust, Inc.2$41<0.01%new13F-HR/ATimeline
Avior Wealth Management, LLC1$21<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$21<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$20<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC1$20<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1$20<0.01%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1$20<0.01%new13F-HRTimeline
ORG Partners LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC2$00%13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.