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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | History | Reduced | 56,931 | 7,261 | 0.16% | 0.16% | 1 | -202 | -0.35% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,035 | 4,172 | 0.02% | 0.02% | 2 | -2,323 | -5.9% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 28,232 | 3,180 | 0.0% | 0.0% | 3 | +6,098 | 27.55% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,148 | 2,157 | 0.0% | 0.0% | 4 | +9,214 | 92.75% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 15,758 | 1,775 | 0.19% | 0.17% | 5 | -43 | -0.27% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,031 | 1,355 | 0.0% | 0.0% | 6 | +10,927 | 989.76% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 10,553 | 1,189 | 0.0% | 0.0% | 7 | +3,162 | 42.78% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,209 | 1,150 | 0.0% | 0.0% | 8 | +7,290 | 249.74% | Q1 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 10,048 | 1,132 | 0.0% | — | 9 | +10,048 | New | Q1 2026 | May 01, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,000 | 1,126 | 0.13% | 0.12% | 10 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Peak Asset Management, LLC | History | No change | 9,931 | 1,118 | 0.2% | 0.17% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Phocas Financial Corp. | History | No change | 7,400 | 833 | 0.13% | 0.1% | 12 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Del-Sette Capital Management, LLC | History | New | 6,914 | 778 | 0.47% | — | 13 | +6,914 | New | Q1 2026 | May 04, 2026 |
| Hikari Tsushin, Inc. | History | No change | 4,903 | 552 | 0.04% | 0.03% | 14 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,515 | 508 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,584 | 502 | 0.0% | 0.0% | 16 | +3,878 | 549.29% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,033 | 454 | 0.0% | 0.0% | 17 | +225 | 5.91% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,822 | 430 | 0.0% | — | 18 | +3,822 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,563 | 401 | 0.0% | — | 19 | +3,563 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,482 | 392 | 0.0% | 0.0% | 20 | -840 | -19.44% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,285 | 370 | 0.0% | 0.0% | 21 | +799 | 32.14% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,814 | 316 | 0.0% | 0.0% | 22 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,300 | 259 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | New | 2,249 | 253 | 0.0% | — | 24 | +2,249 | New | Q1 2026 | May 14, 2026 |
| Fulcrum Equity Management | History | Reduced | 2,053 | 231 | 0.22% | 0.25% | 25 | -543 | -20.92% | Q1 2026 | Apr 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 1,950 | 219 | 0.0% | — | 27 | +1,950 | New | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | New | 1,767 | 219 | 0.06% | — | 26 | +1,767 | New | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | New | 1,802 | 203 | 0.0% | — | 28 | +1,802 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 410 | 46 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | No change | 400 | 45 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 453 | 45 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Costello Asset Management, INC | History | No change | 356 | 40 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | No change | 243 | 27 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 215 | 24 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | No change | 181 | 20 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 110 | 12 | 0.0% | 0.0% | 36 | -3,754 | -97.15% | Q1 2026 | Jul 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 11 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 74 | 8 | 0.0% | — | 38 | +74 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 16 | 1 | 0.0% | — | 40 | +16 | New | Q1 2026 | Apr 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 07, 2026 |