SEC 13F Intelligence

INVESCO ACTIVELY MANAGED ETF

CUSIP 46090A408

Invesco Actively Managed Etf has 22 institutional holders in Filings Flow’s 13F database, together reporting 763.3K shares worth $5M as of Q4 2022. The largest reported holders are V Wealth Advisors LLC, Equitable Holdings, Inc., and Lpl Financial LLC.

Institutional Holders
22
Q4 2022
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 7Q4 ’18Q1 ’19: 7Q1 ’19Q2 ’19: 8Q2 ’19Q3 ’19: 9Q3 ’19Q2 ’21: 12Q2 ’21Q4 ’21: 8Q4 ’21Q4 ’22: 22Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $1MQ3 ’19Q2 ’21: $1MQ2 ’21Q4 ’21: $2MQ4 ’21Q4 ’22: $5MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HF Advisory Group, LLC$323M AUM0.37%$417,73425.1KQ1 2023OLDER
V Wealth Advisors LLC$125M AUM0.24%$1M70.6KQ4 2022OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.05%$6,884422.0KQ4 2022OLDER
Trilogy Capital Inc.$2.6B AUM0.03%$385,12723.6KQ4 2022OLDER
Waverly Advisors, LLC$13.4B AUM0.02%$302,33118.5KQ4 2022OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$758,93045.6KQ1 2023OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$152,4399.2KQ2 2023
Key FInancial Inc$562M AUM0.01%$17,7931.1KQ1 2023OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$21512.9KQ1 2023OLDER
Accurate Wealth Management, LLC$831M AUM0.00%$10,185610Q4 2022OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$241,62514.5KQ1 2023OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$81,1054.9KQ1 2023OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$16,190992Q4 2022OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$4,998300Q1 2023OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$10,854644Q1 2023OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.00%$8,825541Q4 2022OLDER
IFP Advisors, Inc$4.8B AUM0.00%$9,266606Q2 2023
LPL Financial LLC$376.6B AUM0.00%$497,03629.8KQ1 2023OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$6,611397Q1 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$191,74311.5KQ1 2023OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$45227Q1 2023OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$167,03310.0KQ1 2023OLDER
UBS Group AG$666.3B AUM0.00%$48,0972.9KQ1 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.