SEC 13F Intelligence

INVESCO ACTIVELY MANAGED ETF

CUSIP 46090A507

Invesco Actively Managed Etf has 17 institutional holders in Filings Flow’s 13F database, together reporting 909.1K shares worth $11M as of Q4 2022. The largest reported holders are Lpl Financial LLC, Susquehanna International Group, LLP, and Hf Advisory Group, LLC.

Institutional Holders
17
Q4 2022
Reported Value
$11M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 4Q1 ’19Q2 ’19: 5Q2 ’19Q3 ’19: 6Q3 ’19Q2 ’21: 8Q2 ’21Q4 ’21: 8Q4 ’21Q4 ’22: 17Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $732,000Q4 ’18Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ3 ’19Q2 ’21: $5MQ2 ’21Q4 ’21: $7MQ4 ’21Q4 ’22: $11MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HF Advisory Group, LLC$323M AUM0.55%$624,32745.4KQ1 2023OLDER
GeoWealth Management, LLC$2.8B AUM0.14%$1,348100.5KQ4 2022OLDER
V Wealth Advisors LLC$125M AUM0.10%$489,85936.5KQ4 2022OLDER
Waverly Advisors, LLC$13.4B AUM0.02%$421,02731.4KQ4 2022OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.02%$240,00016.9KQ3 2022OLDER
TimeScale Financial, Inc.$463M AUM0.01%$34,4752.5KQ1 2023OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$32,2532.4KQ1 2023OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$63,7944.6KQ1 2023OLDER
LPL Financial LLC$376.6B AUM0.00%$3M190.1KQ1 2023OLDER
Venturi Wealth Management, LLC$2.2B AUM0.00%$24,3461.8KQ1 2023OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$34,8962.5KQ2 2023
Kestra Advisory Services, LLC$26.4B AUM0.00%$158,34511.5KQ1 2023OLDER
Cetera Investment Advisers$94.0B AUM0.00%$181,04313.2KQ1 2023OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$242,59018.1KQ4 2022OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$232,65216.9KQ1 2023OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2,872214Q4 2022OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$772,16156.1KQ1 2023OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$5,109371Q1 2023OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$1,342100Q4 2022OLDER
UBS Group AG$666.3B AUM0.00%$50,2593.7KQ1 2023OLDER
Belpointe Asset Management LLC$2.7B AUM0.00%$26820Q4 2022OLDER

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