INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - EFAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 1,388,000 | 73,203 | 0.01% | 0.01% | 1 | -77,000 | -5.26% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 708,329 | 37,357 | 0.01% | 0.01% | 2 | +171,728 | 32.0% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 491,801 | 25,937 | 0.01% | 0.01% | 3 | +138,422 | 39.17% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | New | 469,129 | 24,741 | 0.0% | — | 4 | +469,129 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 361,063 | 19,042 | 0.09% | 0.09% | 5 | -2,419 | -0.67% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 257,133 | 13,180 | 0.01% | 0.01% | 6 | +84,358 | 48.83% | Q1 2026 | May 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 230,813 | 12,173 | 4.36% | 3.85% | 7 | +23,268 | 11.21% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 166,335 | 8,772 | 0.04% | 0.04% | 8 | +33,715 | 25.42% | Q1 2026 | May 08, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 157,919 | 8,328 | 1.4% | 0.7% | 9 | +85,483 | 118.01% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 152,789 | 8,058 | 0.01% | 0.01% | 10 | +56,185 | 58.16% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 147,754 | 7,792 | 0.0% | 0.0% | 11 | +33,431 | 29.24% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 102,092 | 5,384 | 0.0% | 0.0% | 12 | +28,222 | 38.2% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 101,394 | 5,347 | 0.01% | 0.01% | 13 | +30,137 | 42.29% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 95,375 | 5,189 | 0.12% | 0.03% | 14 | +70,325 | 280.74% | Q1 2026 | May 04, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 80,665 | 4,254 | 1.39% | 0.93% | 15 | +27,491 | 51.7% | Q1 2026 | Apr 10, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 68,321 | 3,603 | 0.56% | 0.6% | 16 | -1,553 | -2.22% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 67,796 | 3,575 | 0.0% | 0.0% | 17 | -41,921 | -38.21% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 64,507 | 3,420 | 0.01% | 0.0% | 18 | +34,908 | 117.94% | Q1 2026 | Apr 08, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 59,504 | 3,138 | 0.38% | 0.32% | 19 | +12,507 | 26.61% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 59,504 | 3,138 | 0.23% | 0.2% | 20 | +12,507 | 26.61% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 49,625 | 2,617 | 0.04% | 0.01% | 21 | +33,444 | 206.69% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,305 | 2,494 | 0.0% | 0.0% | 22 | +21,390 | 82.54% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 44,085 | 2,325 | 0.0% | 0.0% | 23 | +6,852 | 18.4% | Q1 2026 | May 12, 2026 |
| Wealth Intelligence, LLC | History | New | 43,458 | 2,291 | 1.1% | — | 24 | +43,458 | New | Q1 2026 | Apr 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 38,479 | 2,029 | 1.33% | — | 25 | +38,479 | New | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 36,247 | 1,911 | 0.0% | 0.0% | 26 | +24,584 | 210.79% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 33,004 | 1,740 | 0.43% | 0.41% | 27 | +2,165 | 7.02% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | New | 22,623 | 1,193 | 0.02% | — | 28 | +22,623 | New | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 22,069 | 1,164 | 0.0% | 0.0% | 29 | +17,229 | 355.97% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 18,624 | 982 | 0.07% | 0.06% | 30 | +2,621 | 16.38% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,531 | 924 | 0.0% | 0.0% | 31 | +1,117 | 6.81% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 17,016 | 897 | 0.02% | 0.01% | 32 | +4,022 | 30.95% | Q1 2026 | Apr 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 16,798 | 885 | 0.03% | 0.03% | 33 | +2,257 | 15.52% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,741 | 882 | 0.03% | 0.03% | 34 | +5,261 | 45.83% | Q1 2026 | May 19, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 16,596 | 875 | 0.02% | 0.02% | 35 | +2,317 | 16.23% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,516 | 818 | 0.0% | — | 37 | +15,516 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 15,512 | 818 | 0.0% | — | 36 | +15,512 | New | Q1 2026 | Apr 22, 2026 |
| Phillip James Consulting Co. | History | New | 39,934 | 779 | 0.59% | — | 38 | +39,934 | New | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,898 | 680 | 0.03% | 0.02% | 39 | +4,269 | 49.47% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | New | 10,409 | 548 | 0.02% | — | 40 | +10,409 | New | Q1 2026 | May 13, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 9,870 | 520 | 0.16% | 0.16% | 41 | -100 | -1.0% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | New | 9,032 | 476 | 0.01% | — | 42 | +9,032 | New | Q1 2026 | Apr 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 7,333 | 386 | 0.03% | 0.02% | 43 | +2,089 | 39.84% | Q1 2026 | May 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,654 | 377 | 0.03% | 0.03% | 44 | +560 | 9.19% | Q1 2026 | Apr 30, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Added to | 6,167 | 325 | 0.56% | 0.23% | 45 | +1,396 | 29.26% | Q1 2026 | Apr 22, 2026 |
| Adalta Capital Management LLC | History | New | 6,000 | 316 | 0.15% | — | 46 | +6,000 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | New | 5,399 | 284 | 0.0% | — | 47 | +5,399 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | New | 4,815 | 253 | 0.0% | — | 48 | +4,815 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,504 | 237 | 0.0% | 0.0% | 49 | +684 | 17.91% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 4,356 | 229 | 0.0% | — | 50 | +4,356 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | No change | 4,000 | 210 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | New | 2,468 | 130 | 0.01% | — | 52 | +2,468 | New | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,150 | 60 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 973 | 51 | 0.0% | 0.0% | 54 | +6 | 0.62% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 800 | 42 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 411 | 22 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 400 | 21 | 0.0% | — | 57 | +400 | New | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 370 | 19 | 0.0% | — | 58 | +370 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 134 | 7 | 0.0% | 0.0% | 59 | +1 | 0.75% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 81 | 4 | 0.0% | — | 60 | +81 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42,124 | -100.0% | Q1 2026 | May 15, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.45% | — | -33,448 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,236 | -100.0% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -377 | -100.0% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |