SEC 13F Intelligence

IMVPINVESCO INDIA EXCHANGE-TRADE

CUSIP 46137R109 · Yahoo Finance ↗ · Google Finance ↗

Invesco India Exchange-Trade (IMVP) has 70 institutional holders in Filings Flow’s 13F database, together reporting 2.98M shares worth $62M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Mcadam, LLC, and Morgan Stanley.

Institutional Holders
70
Q1 2026
Reported Value
$62M
Ticker
IMVP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 48Q4 ’18Q1 ’19: 39Q2 ’19: 39Q2 ’19Q3 ’19: 33Q2 ’21: 28Q2 ’21Q4 ’21: 32Q4 ’22: 40Q4 ’22Q4 ’25: 74Q1 ’26: 70Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $118MQ4 ’18Q1 ’19: $119MQ2 ’19: $108MQ2 ’19Q3 ’19: $38MQ2 ’21: $30MQ2 ’21Q4 ’21: $46MQ4 ’22: $17MQ4 ’22Q4 ’25: $72MQ1 ’26: $62MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ARVEST INVESTMENTS, INC.$733M AUM0.55%$4M197.8KQ1 2026OLDER
McAdam, LLC$2.2B AUM0.28%$6M299.0KQ1 2026OLDER
WASHINGTON GROWTH STRATEGIES LLC$180M AUM0.12%$224,04211.2KQ2 2026
Clare Market Investments LLC$478M AUM0.11%$535,19426.1KQ1 2026OLDER
Sharper & Granite LLC$293M AUM0.07%$213,10110.4KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.07%$1M57.7KQ1 2026OLDER
WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM0.06%$797,92638.9KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.06%$1M44.9KQ4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.05%$1M46.4KQ3 2025OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.02%$402,32619.6KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M59.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M72.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M68.5KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$17,574701Q3 2025OLDER
Collier Financial$131M AUM0.01%$8,960357Q3 2025OLDER
&PARTNERS$20.2B AUM0.01%$1M65.8KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$577,65328.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$316,10313.0KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$654,25731.9KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$309,78015.1KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$24,5271.2KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$369,87715.2KQ1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.00%$4,691234Q2 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$717,75329.5KQ4 2025OLDER
ADIRONDACK TRUST CO$336M AUM0.00%$6,196255Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$472,76223.0KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$2M107.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M73.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M59.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$747,41036.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M206.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13M621.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$335,11416.3KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$5,440264Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M151.2KQ2 2026
HighTower Advisors, LLC$94.2B AUM0.00%$488,34919.5KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M99.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$7,415305Q4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$2,381116Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M232.8KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$3,080150Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$625,14231.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$31,0891.5KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$214,7488.8KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M79.2KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$3,465169Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M89.5KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$39,4791.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$14,782720Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$110,9805.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$2,135104Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$552,33126.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,028203Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$26,4381.1KQ4 2025OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$6,670265Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$23,6101.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$623,12730.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$228,62011.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$310,94312.4KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,053100Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,507100Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$21,0841.0KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$30112Q3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$78038Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$193,7839.4KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$1,30463Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,08986Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$28,0361.4KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$37,6521.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$41,2882.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$4,380213Q2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$89,0004.4KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$26513Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$4,106200Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$1,19158Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1,79488Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$24310Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$1,41769Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$44,7162.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1,62279Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$96447Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$412Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$191Q1 2026OLDER

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