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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,658,320 | 92,467 | 0.0% | 0.0% | 1 | +1,189,191 | 253.49% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 1,492,000 | 83,193 | 0.01% | 0.01% | 2 | +104,000 | 7.49% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 814,165 | 45,397 | 0.01% | 0.01% | 3 | +105,836 | 14.94% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 663,330 | 36,987 | 0.01% | 0.01% | 4 | +171,529 | 34.88% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 313,048 | 17,227 | 0.01% | 0.01% | 5 | +55,915 | 21.75% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 191,659 | 10,686 | 0.0% | 0.0% | 6 | +43,905 | 29.71% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 188,181 | 10,492 | 0.05% | 0.04% | 7 | +21,846 | 13.13% | Q2 2026 | Aug 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 159,664 | 8,902 | 1.33% | 1.4% | 8 | +1,745 | 1.1% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | New | 157,768 | 8,797 | 0.09% | — | 9 | +157,768 | New | Q2 2026 | Jul 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 132,130 | 7,367 | 2.3% | 4.36% | 10 | -98,683 | -42.75% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 126,093 | 7,030 | 0.01% | 0.01% | 11 | +24,699 | 24.36% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 120,115 | 6,697 | 0.0% | 0.0% | 12 | +18,023 | 17.65% | Q2 2026 | Sep 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 97,990 | 5,463 | 0.03% | 0.09% | 13 | -263,073 | -72.86% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 94,722 | 5,281 | 0.02% | 0.01% | 14 | +27,119 | 40.12% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 95,125 | 5,245 | 0.1% | 0.12% | 15 | -250 | -0.26% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 92,462 | 5,155 | 0.0% | 0.01% | 16 | -60,327 | -39.48% | Q2 2026 | Aug 12, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 91,302 | 5,091 | 1.37% | 1.39% | 17 | +10,637 | 13.19% | Q2 2026 | Jul 20, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 85,332 | 4,758 | 0.67% | 0.56% | 18 | +17,011 | 24.9% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 84,071 | 4,687 | 0.0% | 0.0% | 19 | +16,275 | 24.01% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 77,643 | 4,329 | 0.0% | — | 20 | +77,642 | 7764200.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 75,391 | 4,218 | 0.01% | 0.01% | 21 | +10,884 | 16.87% | Q2 2026 | Jul 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 67,961 | 3,789 | 0.41% | 0.38% | 22 | +8,457 | 14.21% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | Added to | 67,961 | 3,789 | 0.25% | 0.23% | 23 | +8,457 | 14.21% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 62,539 | 3,487 | 0.0% | 0.0% | 24 | +18,454 | 41.86% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 59,292 | 3,306 | 0.0% | 0.0% | 25 | +11,987 | 25.34% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,836 | 3,002 | 0.04% | 0.04% | 26 | +4,211 | 8.49% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52,237 | 2,914 | 0.0% | 0.0% | 27 | +34,706 | 197.97% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 46,048 | 2,568 | 0.0% | 0.0% | 28 | +23,979 | 108.65% | Q2 2026 | Aug 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 45,938 | 2,561 | 1.52% | 1.33% | 29 | +7,459 | 19.38% | Q2 2026 | Jul 21, 2026 |
| Wealth Intelligence, LLC | History | Added to | 45,187 | 2,519 | 1.17% | 1.1% | 30 | +1,729 | 3.98% | Q2 2026 | Jul 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 38,760 | 2,161 | 0.48% | 0.43% | 31 | +5,756 | 17.44% | Q2 2026 | Sep 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 32,739 | 1,825 | 0.0% | — | 32 | +32,739 | New | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,752 | 1,770 | 0.0% | 0.0% | 33 | -4,495 | -12.4% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 26,460 | 1,475 | 0.06% | 0.07% | 34 | +7,836 | 42.07% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 22,901 | 1,276 | 0.02% | 0.02% | 35 | +278 | 1.23% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,693 | 1,265 | 0.0% | 0.0% | 36 | +7,181 | 46.29% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 19,093 | 1,064 | 0.03% | 0.03% | 37 | +2,295 | 13.66% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 18,743 | 1,045 | 0.0% | — | 38 | +18,743 | New | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 17,774 | 991 | 0.02% | 0.02% | 39 | +1,178 | 7.1% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 17,768 | 990 | 0.02% | 0.02% | 40 | +752 | 4.42% | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 16,607 | 926 | 0.03% | 0.03% | 41 | -134 | -0.8% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 13,823 | 770 | 0.0% | — | 42 | +13,823 | New | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 11,678 | 651 | 0.02% | 0.03% | 43 | -1,220 | -9.46% | Q2 2026 | Jul 22, 2026 |
| MADDEN SECURITIES Corp | History | No change | 9,870 | 550 | 0.15% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,770 | 544 | 0.01% | 0.01% | 45 | +738 | 8.17% | Q2 2026 | Jul 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,058 | 449 | 0.02% | 0.03% | 46 | +725 | 9.89% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,654 | 371 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WINNACLE WEALTH LLC | History | New | 6,529 | 364 | 0.25% | — | 48 | +6,529 | New | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Added to | 6,465 | 360 | 0.0% | 0.0% | 49 | +1,066 | 19.74% | Q2 2026 | Aug 12, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Added to | 6,202 | 345 | 0.49% | 0.56% | 50 | +35 | 0.57% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,925 | 330 | 0.0% | 0.0% | 51 | +1,421 | 31.55% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,828 | 324 | 0.0% | 0.0% | 52 | -9,688 | -62.44% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,124 | 285 | 0.01% | 0.02% | 53 | -5,285 | -50.77% | Q2 2026 | Aug 13, 2026 |
| Adalta Capital Management LLC | History | Reduced | 5,050 | 281 | 0.12% | 0.15% | 54 | -950 | -15.83% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,022 | 280 | 0.0% | 0.0% | 55 | +4,622 | 1155.5% | Q2 2026 | Aug 05, 2026 |
| Madison Wealth Partners, Inc | History | New | 5,009 | 279 | 0.04% | — | 56 | +5,009 | New | Q2 2026 | Aug 12, 2026 |
| Aurdan Capital Management, LLC | History | New | 4,994 | 278 | 0.07% | — | 57 | +4,994 | New | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,765 | 265 | 0.0% | 0.0% | 58 | -50 | -1.04% | Q2 2026 | Aug 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 4,115 | 229 | 0.02% | — | 59 | +4,115 | New | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 4,000 | 223 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | New | 3,840 | 214 | 0.03% | — | 61 | +3,840 | New | Q2 2026 | Aug 17, 2026 |
| Wayfinding Financial, LLC | History | New | 3,769 | 210 | 0.08% | — | 62 | +3,769 | New | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 2,468 | 137 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,200 | 66 | 0.04% | 0.03% | 64 | +400 | 50.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,150 | 64 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 973 | 51 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 412 | 22 | 0.0% | — | 67 | +412 | New | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | New | 238 | 13 | 0.0% | — | 68 | +238 | New | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | New | 185 | 10 | 0.0% | — | 69 | +185 | New | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 134 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | New | 77 | 4 | 0.0% | — | 72 | +77 | New | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 82 | 4 | 0.0% | 0.0% | 71 | +1 | 1.23% | Q2 2026 | Aug 12, 2026 |
| Phillip James Consulting Co. | History | Closed out | 0 | 0 | — | 0.59% | — | -39,934 | -100.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,356 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q2 2026 | Aug 12, 2026 |