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 | 106,675 | 15,974 | 0.0% | 0.0% | 1 | +78,443 | 277.85% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,668 | 10,283 | 0.0% | 0.0% | 2 | +65,383 | 1990.35% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,252 | 7,824 | 0.0% | 0.0% | 3 | +33,104 | 172.88% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 56,715 | 7,739 | 0.15% | 0.16% | 4 | -216 | -0.38% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | New | 46,389 | 6,946 | 0.07% | — | 5 | +46,389 | New | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 45,618 | 6,831 | 0.03% | 0.02% | 6 | +8,583 | 23.18% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,875 | 4,473 | 0.01% | 0.0% | 7 | +25,842 | 640.76% | Q2 2026 | Jul 29, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 24,460 | 3,564 | 0.12% | — | 8 | +24,460 | New | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 19,700 | 2,950 | 0.0% | — | 9 | +19,700 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,534 | 2,925 | 0.0% | 0.0% | 10 | +7,503 | 62.36% | Q2 2026 | Aug 14, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 17,416 | 2,608 | 1.52% | 0.47% | 11 | +10,502 | 151.89% | Q2 2026 | Jul 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 15,758 | 2,359 | 0.21% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,905 | 2,232 | 0.0% | 0.0% | 13 | +4,696 | 46.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 14,782 | 2,213 | 0.0% | 0.0% | 14 | +4,229 | 40.07% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | New | 14,062 | 2,105 | 0.01% | — | 15 | +14,062 | New | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,016 | 1,608 | 0.0% | 0.0% | 16 | +6,432 | 140.31% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 10,419 | 1,560 | 0.0% | 0.0% | 17 | +371 | 3.69% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,000 | 1,497 | 0.15% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Peak Asset Management, LLC | History | No change | 9,931 | 1,487 | 0.22% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,589 | 1,435 | 0.0% | — | 20 | +9,589 | New | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | New | 9,120 | 1,365 | 0.03% | — | 21 | +9,120 | New | Q2 2026 | Aug 07, 2026 |
| Phocas Financial Corp. | History | No change | 7,400 | 1,108 | 0.15% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,254 | 1,086 | 0.01% | 0.0% | 23 | +3,432 | 89.8% | Q2 2026 | Sep 08, 2026 |
| Regatta Research & Money Management | History | New | 6,465 | 968 | 0.92% | — | 24 | +6,465 | New | Q2 2026 | Aug 11, 2026 |
| Hikari Tsushin, Inc. | History | No change | 4,903 | 734 | 0.05% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,515 | 676 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 3,776 | 565 | 0.0% | 0.0% | 27 | +1,527 | 67.9% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,198 | 478 | 0.0% | 0.0% | 28 | -284 | -8.16% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,087 | 462 | 0.0% | — | 29 | +3,087 | New | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,031 | 453 | 0.0% | 0.0% | 30 | +217 | 7.71% | Q2 2026 | Aug 05, 2026 |
| Fulcrum Equity Management | History | Added to | 2,328 | 348 | 0.26% | 0.22% | 31 | +275 | 13.4% | Q2 2026 | Jul 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,300 | 344 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,845 | 276 | 0.0% | 0.0% | 33 | +43 | 2.39% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 1,767 | 219 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Freestone Capital Holdings, LLC | History | New | 1,347 | 201 | 0.01% | — | 35 | +1,347 | New | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 922 | 138 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | New | 815 | 118 | 0.0% | — | 37 | +815 | New | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 410 | 61 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 403 | 60 | 0.0% | — | 39 | +403 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 400 | 59 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Costello Asset Management, INC | History | No change | 356 | 53 | 0.02% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 243 | 36 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 215 | 32 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | Added to | 191 | 28 | 0.0% | 0.0% | 44 | +10 | 5.52% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 110 | 16 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | New | 100 | 14 | 0.0% | — | 47 | +100 | New | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 100 | 14 | 0.0% | — | 48 | +100 | New | Q2 2026 | Aug 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 14 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66 | 9 | 0.0% | 0.0% | 49 | +50 | 312.5% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 42 | 6 | 0.0% | — | 51 | +42 | New | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | New | 19 | 2 | 0.0% | — | 52 | +19 | New | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | New | 11 | 1 | 0.0% | — | 53 | +11 | New | Q2 2026 | Aug 04, 2026 |
| Millstone Evans Group, LLC | History | New | 7 | 1 | 0.0% | — | 54 | +7 | New | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,563 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,950 | -100.0% | Q2 2026 | Sep 02, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 12, 2026 |