INVESCO EXCHANGE-TRADED FUND TRUST - CSD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 161,824 | 20,506 | 0.0% | 0.0% | 1 | +55,149 | 51.7% | Q3 2026 | Nov 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 68,668 | 10,283 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 52,252 | 7,824 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 56,715 | 7,044 | 0.13% | 0.15% | 4 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,380 | 7,017 | 0.01% | 0.01% | 5 | +25,505 | 85.37% | Q3 2026 | Nov 02, 2026 |
| Brookstone Capital Management | History | Reduced | 43,617 | 5,527 | 0.05% | 0.07% | 6 | -2,772 | -5.98% | Q3 2026 | Oct 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 39,377 | 4,989 | 0.02% | 0.03% | 7 | -6,241 | -13.68% | Q3 2026 | Nov 10, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 24,460 | 3,133 | 0.1% | 0.12% | 8 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 19,700 | 2,950 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 19,534 | 2,925 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,905 | 2,232 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 14,782 | 2,213 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,062 | 2,105 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 15,758 | 1,996 | 0.18% | 0.21% | 14 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,016 | 1,608 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,250 | 1,552 | 0.0% | 0.0% | 16 | +1,831 | 17.57% | Q3 2026 | Nov 05, 2026 |
| Peak Asset Management, LLC | History | No change | 9,931 | 1,487 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 9,589 | 1,435 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,000 | 1,267 | 0.11% | 0.15% | 19 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| J. Team Financial, Inc. | History | New | 9,483 | 1,201 | 1.04% | — | 20 | +9,483 | New | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | Added to | 9,295 | 1,177 | 0.03% | 0.03% | 21 | +175 | 1.92% | Q3 2026 | Oct 23, 2026 |
| Phocas Financial Corp. | History | No change | 7,400 | 1,108 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,254 | 1,086 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Regatta Research & Money Management | History | No change | 6,465 | 968 | 0.92% | 0.92% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,515 | 676 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hikari Tsushin, Inc. | History | No change | 4,903 | 621 | 0.04% | 0.05% | 26 | 0 | 0.0% | Q3 2026 | Nov 12, 2026 |
| Betterment LLC | History | No change | 3,776 | 565 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,198 | 478 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,751 | 475 | 0.0% | 0.0% | 29 | +664 | 21.51% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,953 | 374 | 0.0% | 0.0% | 30 | -78 | -2.57% | Q3 2026 | Nov 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,300 | 291 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cetera Investment Advisers | History | No change | 1,845 | 276 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 1,767 | 223 | 0.07% | 0.06% | 33 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 922 | 138 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 815 | 118 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 862 | 109 | 0.0% | 0.0% | 36 | +843 | 4436.84% | Q3 2026 | Nov 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 480 | 60 | 0.0% | 0.0% | 37 | +77 | 19.11% | Q3 2026 | Nov 10, 2026 |
| Allworth Financial LP | History | No change | 400 | 59 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 410 | 51 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Costello Asset Management, INC | History | No change | 356 | 45 | 0.01% | 0.02% | 40 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 215 | 27 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 191 | 24 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| BFC Planning, Inc. | History | No change | 164 | 24 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 110 | 16 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 100 | 14 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 14 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 12 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AE Wealth Management LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 50 | 6 | 0.0% | 0.0% | 49 | -16 | -24.24% | Q3 2026 | Oct 08, 2026 |
| Founders Financial Alliance, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Del-Sette Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.52% | — | -17,416 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.26% | — | -2,328 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,347 | -100.0% | Q3 2026 | Nov 09, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Nov 06, 2026 |