INVESCO EXCHANGE TRADED FD T
Recent Activity
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $82.8M | — |
| RAYMOND JAMES FINANCIAL INC | $64.8M | TRIM |
| WELLS FARGO & COMPANY/MN | $49.6M | — |
| COMMONWEALTH EQUITY SERVICES, LLC | $46.7M | — |
| BANK OF AMERICA CORP | $39.3M | EXIT |
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 685,875 | $82.8M | 19.3% | — |
| 2 | RAYMOND JAMES FINANCIAL INC | 536,762 | $64.8M | 15.1% | TRIM -25.8% |
| 3 | WELLS FARGO & COMPANY/MN | 411,062 | $49.6M | 11.5% | — |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 386,491 | $46.7M | 10.9% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 325,370 | $39.3M | 9.1% | EXIT -100.0% |
| 6 | ROYAL BANK OF CANADA | 306,311 | $37.0M | 8.6% | — |
| 7 | STIFEL FINANCIAL CORP | 244,559 | $29.5M | 6.9% | DOUBLED +131.9% |
| 8 | Rockefeller Capital Management L.P. | 156,185 | $18.9M | 4.4% | ADD +47.8% |
| 9 | AMERIPRISE FINANCIAL INC | 105,934 | $12.9M | 3.0% | — |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,782 | $9.3M | 2.2% | TRIM -29.3% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 67,752 | $8.2M | 1.9% | — |
| 12 | &PARTNERS | 43,752 | $5.3M | 1.2% | DOUBLED +180.0% |
| 13 | BLAIR WILLIAM & CO/IL | 23,415 | $2.8M | 0.7% | — |
| 14 | EP Wealth Advisors, LLC | 22,266 | $2.7M | 0.6% | TRIM -36.6% |
| 15 | D.A. DAVIDSON & CO. | 20,497 | $2.5M | 0.6% | — |
| 16 | Equitable Holdings, Inc. | 19,255 | $2.2M | 0.5% | DOUBLED +117.7% |
| 17 | Waverly Advisors, LLC | 18,189 | $2.2M | 0.5% | — |
| 18 | FIFTH THIRD BANCORP | 9,251 | $1.1M | 0.3% | DOUBLED +997.4% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,169 | $1.1M | 0.3% | — |
| 20 | HB Wealth Management, LLC | 8,870 | $1.1M | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 107,152 | 75,782 | -29.3% | $9.3M | 2026-Q1 |
| Equitable Holdings, Inc. | DOUBLED | 8,845 | 19,255 | +117.7% | $2.2M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 843 | 9,251 | +997.4% | $1.1M | 2026-Q1 |
| HighTower Advisors, LLC | DOUBLED | 2,206 | 5,537 | +151.0% | $668.6K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 102,393 | 151,288 | +47.8% | $17.6M | 2025-Q4 |
| &PARTNERS | DOUBLED | 14,931 | 41,800 | +180.0% | $4.9M | 2025-Q4 |
| CWM, LLC | ADD | 3,313 | 5,909 | +78.4% | $688.00 | 2025-Q4 |
| STIFEL FINANCIAL CORP | DOUBLED | 94,102 | 218,237 | +131.9% | $25.8M | 2025-Q3 |
| &PARTNERS | DOUBLED | 3,525 | 14,931 | +323.6% | $1.8M | 2025-Q3 |
| Equitable Holdings, Inc. | DOUBLED | 3,517 | 8,457 | +140.5% | $998.4K | 2025-Q3 |
| Merit Financial Group, LLC | TRIM | 9,254 | 6,129 | -33.8% | $723.5K | 2025-Q3 |
| Allworth Financial LP | TRIM | 1,615 | 1,115 | -31.0% | $131.6K | 2025-Q3 |
| HRT FINANCIAL LP | ADD | 3,051 | 3,897 | +27.7% | $460.00 | 2025-Q3 |
| RAYMOND JAMES FINANCIAL INC | TRIM | 682,198 | 506,116 | -25.8% | $55.0M | 2025-Q2 |
| EP Wealth Advisors, LLC | TRIM | 36,829 | 23,361 | -36.6% | $2.5M | 2025-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | DOUBLED | 600 | 2,357 | +292.8% | $255.9K | 2025-Q2 |
| Merit Financial Group, LLC | ADD | 8,725 | 12,178 | +39.6% | $1.3M | 2024-Q4 |
| CWM, LLC | ADD | 1,968 | 3,423 | +73.9% | $368.00 | 2024-Q4 |
| Focus Partners Wealth | DOUBLED | 4,739 | 13,602 | +187.0% | $1.4M | 2024-Q3 |
| CITADEL ADVISORS LLC | DOUBLED | 3,202 | 11,899 | +271.6% | $1.2M | 2024-Q3 |
| Merit Financial Group, LLC | TRIM | 13,168 | 8,725 | -33.7% | $900.9K | 2024-Q3 |
| BANK OF MONTREAL /CAN/ | TRIM | 896 | 313 | -65.1% | $32.2K | 2024-Q3 |
| BANK OF AMERICA CORP /DE/ | EXIT | 466,115 | 0 | -100.0% | $0.00 | 2024-Q3 |
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