INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - PSR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Added to | 58,028 | 5,373 | 0.01% | 0.01% | 1 | +6,553 | 12.73% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,260 | 1,320 | 0.0% | 0.0% | 2 | -410 | -2.79% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 13,157 | 1,218 | 0.0% | 0.0% | 3 | -7,453 | -36.16% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 12,892 | 1,193 | 0.0% | 0.0% | 4 | +102 | 0.8% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,867 | 1,191 | 0.0% | 0.0% | 5 | +7,521 | 140.68% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,692 | 990 | 0.0% | 0.0% | 6 | +1,779 | 19.96% | Q1 2026 | May 04, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 10,698 | 990 | 0.4% | 0.35% | 7 | +1,156 | 12.11% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,265 | 950 | 0.0% | 0.0% | 8 | -126 | -1.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 9,852 | 912 | 0.0% | 0.0% | 9 | -12,514 | -55.95% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | No change | 7,881 | 729 | 0.1% | 0.13% | 10 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Brio Consultants, LLC | History | Reduced | 6,848 | 692 | 0.08% | 0.08% | 11 | -151 | -2.16% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,352 | 588 | 0.0% | — | 12 | +6,352 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,298 | 583 | 0.02% | 0.03% | 13 | +3,246 | 106.36% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,975 | 539 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,071 | 469 | 0.01% | 0.01% | 15 | +3 | 0.06% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,023 | 465 | 0.0% | 0.0% | 16 | +25 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,244 | 392 | 0.0% | 0.0% | 17 | +53 | 1.26% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,098 | 372 | 0.0% | 0.0% | 18 | -510 | -11.07% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,889 | 360 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,668 | 339 | 0.01% | 0.01% | 20 | -750 | -16.98% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 3,345 | 310 | 0.01% | 0.0% | 21 | +3,090 | 1211.76% | Q1 2026 | Apr 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,235 | 300 | 0.0% | 0.0% | 22 | -139 | -4.12% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,077 | 284 | 0.01% | 0.01% | 23 | +250 | 8.84% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 2,900 | 268 | 0.0% | — | 24 | +2,900 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,878 | 266 | 0.0% | — | 25 | +2,878 | New | Q1 2026 | May 12, 2026 |
| LongView Wealth Management | History | Added to | 2,565 | 252 | 0.06% | 0.05% | 26 | +155 | 6.43% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,650 | 245 | 0.0% | 0.0% | 27 | +404 | 17.99% | Q1 2026 | Apr 30, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,425 | 224 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,382 | 220 | 0.01% | 0.01% | 29 | -292 | -10.92% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,354 | 217 | 0.01% | 0.0% | 30 | +92 | 4.07% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,286 | 211 | 0.0% | 0.0% | 31 | +8 | 0.35% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,353 | 125 | 0.0% | 0.0% | 32 | -502 | -27.06% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,257 | 116 | 0.01% | 0.01% | 33 | -49 | -3.75% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 700 | 63 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 495 | 45 | 0.0% | 0.0% | 35 | -72 | -12.7% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | New | 321 | 29 | 0.0% | — | 36 | +321 | New | Q1 2026 | May 05, 2026 |
| Main Street Group, LTD | History | New | 300 | 27 | 0.01% | — | 37 | +300 | New | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | New | 213 | 19 | 0.0% | — | 39 | +213 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 206 | 19 | 0.0% | — | 40 | +206 | New | Q1 2026 | Apr 07, 2026 |
| TD Capital Management LLC | History | Added to | 213 | 19 | 0.0% | 0.0% | 38 | +2 | 0.95% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 200 | 18 | 0.0% | — | 41 | +200 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 122 | 11 | 0.0% | — | 42 | +122 | New | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 100 | 9 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 78 | 7 | 0.0% | 0.0% | 44 | +1 | 1.3% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 38 | 3 | 0.0% | 0.0% | 46 | -15 | -28.3% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 35 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 35 | 3 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.68% | — | -46,330 | -100.0% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,598 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,462 | -100.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,116 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q1 2026 | Apr 28, 2026 |