SEC 13F Intelligence

INVESCO EXCHANGE TRADED FD T

CUSIP 46137V589

Invesco Exchange Traded Fd T has 94 institutional holders in Filings Flow’s 13F database, together reporting 6.12M shares worth $48M as of Q4 2022. The largest reported holders are Beacon Capital Management, Inc., Endowment Wealth Management, Inc., and Osaic Holdings, Inc..

Institutional Holders
94
Q4 2022
Reported Value
$48M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 66Q4 ’18Q1 ’19: 67Q1 ’19Q2 ’19: 68Q2 ’19Q3 ’19: 70Q3 ’19Q2 ’21: 78Q2 ’21Q4 ’21: 79Q4 ’21Q4 ’22: 94Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $68MQ4 ’18Q1 ’19: $76MQ1 ’19Q2 ’19: $54MQ2 ’19Q3 ’19: $60MQ3 ’19Q2 ’21: $733MQ2 ’21Q4 ’21: $627MQ4 ’21Q4 ’22: $48MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Endowment Wealth Management, Inc.$226M AUM9.50%$10M985.3KQ2 2023OLDER
Aletheian Wealth Advisors LLC$234M AUM3.58%$5M496.4KQ2 2023OLDER
LFA - Lugano Financial Advisors SA$197M AUM1.97%$3M281.6KQ2 2023OLDER
Richmond Brothers, Inc.$150M AUM0.90%$556,40352.9KQ2 2023OLDER
Beacon Capital Management, Inc.$1.8B AUM0.70%$20M1.91MQ2 2023OLDER
Darwin Wealth Management, LLC$321M AUM0.36%$1M132.6KQ2 2023OLDER
Joseph P. Lucia & Associates, LLC$280M AUM0.22%$335,73531.9KQ2 2023OLDER
SignalPoint Asset Management, LLC$411M AUM0.18%$578,13611.2KQ3 2023OLDER
Tranquilli Financial Advisor LLC$171M AUM0.17%$240,40322.9KQ2 2023OLDER
RDA Financial Network$459M AUM0.09%$218,60620.8KQ2 2023OLDER
Walker Asset Management, LLC$185M AUM0.09%$109,65010.4KQ2 2023OLDER
Bleakley Financial Group, LLC$6.4B AUM0.08%$3M238.2KQ2 2023OLDER
Simplicity Solutions, LLC$3.7B AUM0.07%$3M238.2KQ2 2023OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.05%$5M450.4KQ2 2023OLDER
Global Retirement Partners, LLC$5.6B AUM0.04%$747,85871.1KQ2 2023OLDER
Formidable Asset Management, LLC$648M AUM0.03%$15614.8KQ2 2023OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.03%$4M348.6KQ2 2023OLDER
Atria Investments, Inc$8.9B AUM0.03%$2M171.7KQ2 2023OLDER
Cetera Investment Advisers$94.0B AUM0.03%$3M330.8KQ2 2023OLDER
Richard W. Paul & Associates, LLC$297M AUM0.02%$42,4264.0KQ2 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$9M878.4KQ2 2023OLDER
BRIGHTON JONES LLC$2.4B AUM0.02%$315,60030.0KQ2 2023OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.02%$166,21615.8KQ2 2023OLDER
LEO BROKERAGE, LLC$876M AUM0.01%$121,89511.6KQ2 2023OLDER
Founders Financial Alliance, LLC$555M AUM0.01%$33,5883.2KQ2 2023OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.01%$118,48311.3KQ2 2023OLDER
Larson Financial Group LLC$3.1B AUM0.01%$118,75511.3KQ2 2023OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$252,88024.0KQ2 2023OLDER
Realta Investment Advisors$288M AUM0.01%$38,1343.6KQ2 2023OLDER
LPL Financial LLC$376.6B AUM0.00%$7M664.8KQ2 2023OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$39,6183.8KQ2 2023OLDER
Concord Wealth Partners$770M AUM0.00%$20,6702.0KQ2 2023OLDER
IFP Advisors, Inc$4.8B AUM0.00%$87,1927.9KQ3 2023OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$68164.7KQ2 2023OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$112,23810.7KQ2 2023OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$198,57618.9KQ2 2023OLDER
Retirement Group, LLC$279M AUM0.00%$7,585115Q1 2024
Kestra Advisory Services, LLC$26.4B AUM0.00%$269,24925.6KQ2 2023OLDER
Tradition Wealth Management, LLC$1.4B AUM0.00%$232.1KQ2 2023OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$305,20729.0KQ2 2023OLDER
Atria Wealth Solutions, Inc.$4.4B AUM0.00%$141,72415.0KQ2 2023OLDER
Rise Advisors, LLC$284M AUM0.00%$2,803266Q2 2023OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$34,3583.3KQ2 2023OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$237,76322.6KQ2 2023OLDER
RBC Europe Ltd$2.4B AUM0.00%$16,9121.1KQ3 2023OLDER
J.P. Morgan Private Wealth Advisors LLC$35.0B AUM0.00%$131,46812.5KQ2 2023OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$347,67033.0KQ2 2023OLDER
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.00%$1,589151Q2 2023OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$24823.5KQ2 2023OLDER
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$466,56244.4KQ2 2023OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$74,0087.0KQ2 2023OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$3,282312Q2 2023OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,062196Q2 2023OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$863,65082.1KQ2 2023OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$160,64015.3KQ2 2023OLDER
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$137,65713.1KQ2 2023OLDER
CWM, LLC$38.1B AUM0.00%$323.0KQ2 2023OLDER
UBS Group AG$666.3B AUM0.00%$571,29954.3KQ2 2023OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$3,019287Q2 2023OLDER
Glassman Wealth Services$736M AUM0.00%$70567Q2 2023OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$441,17741.9KQ2 2023OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$2,335222Q2 2023OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$4,440422Q2 2023OLDER
Gradient Investments LLC$7.2B AUM0.00%$1,904181Q2 2023OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$1,946185Q2 2023OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$1,607159Q2 2023OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$41039Q2 2023OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,578150Q2 2023OLDER

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