INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - PSR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | History | Added to | 46,330 | 28,462 | 0.68% | 0.5% | 1 | +21,350 | 85.47% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 51,475 | 4,650 | 0.01% | 0.0% | 2 | +6,384 | 14.16% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 22,366 | 2,020 | 0.0% | 0.0% | 3 | +154 | 0.69% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 20,610 | 1,861 | 0.0% | 0.0% | 4 | +790 | 3.99% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,670 | 1,325 | 0.0% | 0.0% | 5 | +10,752 | 274.43% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,790 | 1,155 | 0.0% | — | 6 | +12,790 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,391 | 938 | 0.0% | 0.0% | 7 | -794 | -7.1% | Q4 2025 | Feb 17, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 9,542 | 862 | 0.35% | 0.37% | 8 | +422 | 4.63% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,913 | 805 | 0.0% | 0.0% | 9 | +2,069 | 30.23% | Q4 2025 | Feb 10, 2026 |
| AA Financial Advisors, LLC | History | No change | 7,881 | 711 | 0.13% | 0.14% | 10 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Brio Consultants, LLC | History | Added to | 6,999 | 632 | 0.08% | 0.07% | 11 | +1,497 | 27.21% | Q4 2025 | Feb 04, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,975 | 539 | 0.0% | — | 12 | +5,975 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,346 | 482 | 0.0% | 0.0% | 13 | +2,107 | 65.05% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,068 | 457 | 0.01% | 0.01% | 14 | +21 | 0.42% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,998 | 451 | 0.0% | 0.0% | 15 | +22 | 0.44% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,608 | 416 | 0.0% | 0.0% | 16 | +51 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,598 | 415 | 0.13% | 0.12% | 17 | +511 | 12.5% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,418 | 399 | 0.01% | 0.01% | 18 | +1,702 | 62.67% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,191 | 378 | 0.0% | 0.0% | 19 | -1,216 | -22.49% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,889 | 351 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 3,462 | 312 | 0.0% | — | 21 | +3,462 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,374 | 305 | 0.0% | 0.0% | 22 | -15 | -0.44% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,116 | 281 | 0.0% | 0.0% | 23 | +178 | 6.06% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,052 | 275 | 0.03% | 0.04% | 24 | -8 | -0.26% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,827 | 255 | 0.01% | 0.0% | 25 | +430 | 17.94% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,674 | 241 | 0.01% | 0.01% | 26 | -556 | -17.21% | Q4 2025 | Jan 28, 2026 |
| LongView Wealth Management | History | Added to | 2,410 | 220 | 0.05% | 0.06% | 27 | +174 | 7.78% | Q4 2025 | Jan 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 2,425 | 219 | 0.11% | 0.11% | 28 | -70 | -2.81% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,278 | 205 | 0.0% | 0.0% | 29 | -201 | -8.11% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,262 | 204 | 0.0% | 0.01% | 30 | -414 | -15.47% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,246 | 202 | 0.0% | 0.0% | 31 | +7 | 0.31% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,855 | 167 | 0.0% | 0.0% | 32 | -41 | -2.16% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,306 | 117 | 0.01% | 0.02% | 33 | -175 | -11.82% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 700 | 63 | 0.0% | 0.0% | 34 | +100 | 16.67% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | No change | 567 | 51 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 495 | 44 | 0.0% | — | 36 | +495 | New | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Reduced | 255 | 23 | 0.0% | 0.0% | 37 | -12 | -4.49% | Q4 2025 | Feb 02, 2026 |
| TD Capital Management LLC | History | New | 211 | 19 | 0.0% | — | 38 | +211 | New | Q4 2025 | Feb 26, 2026 |
| Independence Bank of Kentucky | History | No change | 100 | 9 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 77 | 6 | 0.0% | 0.0% | 40 | +1 | 1.32% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 53 | 4 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 35 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 35 | 3 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -20,358 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,354 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,701 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -295 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |