INVESCO ACTIVELY MANAGED EXC
CUSIP 46090A671
Invesco Actively Managed Exc has 4 institutional holders in Filings Flow’s 13F database, together reporting 68.7K shares worth $2M as of Q1 2026. The largest reported holders are Atx Financial Planning, LLC, Susquehanna International Group, LLP, and Jane Street Group, LLC.
Institutional Holders
4
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ATX Financial Planning, LLC$132M AUM | 1.06% | $1M | 41.1K | Q1 2026 |
| Financial & Tax Architects, LLC$448M AUM | 0.06% | $275,121 | 7.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $572,172 | 16.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $311,044 | 9.1K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $2,731 | 71 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $709,319 | 21.7K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $724,908 | 22.2K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $147,444 | 3.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $66,780 | 1.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6,961 | 213 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.