INVESCO ACTIVELY MANAGED ETF shareholder history

Current and past INVESCO ACTIVELY MANAGED ETF shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Kovack Advisors, Inc. 22220.34%0.49%0.60%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.01%0.01%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.01%0.01%0.02%Q2 2018Q3 202322
WHITTIER TRUST CO 22220.00%0.02%0.07%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
FIRST FOUNDATION ADVISORS 22220.02%0.07%0.14%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.01%0.02%0.04%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Tortoise Investment Management, LLC 22220.02%1.95%6.57%Q2 2018Q3 202322
GRIMES & COMPANY, INC. 22220.02%0.04%0.06%Q2 2018Q3 202322
Invesco Ltd. 22220.00%0.03%0.06%Q2 2018Q3 202322
VISTA INVESTMENT MANAGEMENT 22221.31%2.28%3.48%Q2 2018Q3 202322
Texas Yale Capital Corp. 21210.02%0.30%0.77%Q3 2018Q3 202321
Vectors Research Management, LLC 21211.15%4.05%6.54%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.20%Q3 2018Q3 202321
JANE STREET GROUP, LLC 1510.00%0.00%0.01%Q2 2018Q3 202320
Capital Analysts, LLC 20200.01%0.19%0.24%Q4 2018Q3 202320
BANK OF AMERICA CORP /DE/ 20200.00%0.01%0.01%Q2 2018Q1 202320
HOLDERNESS INVESTMENTS CO 1550.41%1.53%2.95%Q2 2018Q3 202320
PFS INVESTMENTS INC. 20200.00%0.20%0.46%Q3 2018Q2 202320
OneDigital Investment Advisors LLC 1720.01%0.02%0.06%Q2 2018Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
RAYMOND JAMES & ASSOCIATES 1090.00%0.00%0.02%Q2 2018Q3 202319
WealthPLAN Partners, LLC 1540.02%0.22%0.52%Q3 2018Q3 202319
AlphaMark Advisors, LLC 18180.00%0.17%0.97%Q2 2019Q3 202318
UBS Group AG 930.00%0.00%0.00%Q4 2018Q3 202318
Capital Investment Advisory Services, LLC 1170.00%0.00%0.01%Q4 2018Q3 202318
WHITTIER TRUST CO OF NEVADA INC 1170.00%0.01%0.03%Q2 2018Q3 202318
SIGNATUREFD, LLC 17170.00%0.04%0.10%Q3 2019Q3 202317
HNP Capital LLC 1251.68%4.24%6.57%Q4 2018Q1 202317
KMG FIDUCIARY PARTNERS, LLC 17170.32%0.95%1.65%Q3 2019Q3 202317
Barnett & Company, Inc. 17170.15%3.02%6.25%Q2 2018Q2 202217
Mendel Money Management 1430.27%1.04%2.36%Q2 2019Q3 202317
Raab & Moskowitz Asset Management LLC 17170.08%0.51%1.24%Q2 2018Q2 202217
IFP Advisors, Inc 1430.00%0.02%0.04%Q2 2018Q4 202217
AJ WEALTH STRATEGIES, LLC 16160.12%0.33%0.61%Q1 2019Q4 202216
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.06%0.12%0.25%Q4 2019Q3 202316
NATIXIS 1240.00%0.00%0.01%Q2 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.02%0.05%Q1 2020Q3 202315
Retirement Group, LLC 1410.03%0.08%0.19%Q4 2019Q3 202315
BLAIR WILLIAM & CO/IL 15150.00%0.00%0.00%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 870.00%0.00%0.00%Q3 2018Q3 202315
Laidlaw Wealth Management LLC 15150.13%1.04%2.06%Q1 2020Q3 202315
ROOSEVELT INVESTMENT GROUP LLC 14140.04%0.06%0.09%Q2 2019Q3 202214
Cottage Street Advisors LLC 810.66%1.11%1.58%Q4 2018Q3 202314
Citadel Advisors 810.00%0.00%0.00%Q4 2018Q2 202313
BLUESTEIN R H & CO LLC 13130.05%0.08%0.13%Q3 2019Q3 202213
Geneos Wealth Management Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q4 2018Q2 202313
SHEETS SMITH WEALTH MANAGEMENT 920.03%0.04%0.05%Q1 2020Q3 202311
Brinker Capital Investments, LLC 11110.01%0.64%1.53%Q2 2018Q4 202011
Steward Partners Investment Advisory, LLC 830.00%0.00%0.01%Q2 2020Q3 202311
MEITAV INVESTMENT HOUSE LTD 650.02%0.03%0.04%Q4 2020Q3 202311
Orion Portfolio Solutions, LLC 920.00%0.01%0.02%Q1 2020Q1 202311
Raymond James Financial Services Advisors, Inc. 620.00%0.00%0.01%Q4 2018Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.00%0.02%Q1 2020Q3 202211
Rehmann Capital Advisory Group 510.02%0.06%0.17%Q2 2018Q1 202211
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
HHM Wealth Advisors, LLC 10100.14%0.18%0.21%Q2 2021Q3 202310
Bison Wealth, LLC 10100.16%0.38%0.83%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 410.01%0.06%0.20%Q4 2018Q2 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q3 2020Q3 202310
Spotlight Asset Group, Inc. 510.05%0.23%0.42%Q3 2020Q3 20239
AE Wealth Management LLC 990.00%0.03%0.09%Q3 2021Q3 20239
First Heartland Consultants, Inc. 990.01%0.08%0.21%Q1 2021Q1 20239
PNC FINANCIAL SERVICES GROUP, INC. 990.00%0.00%0.00%Q2 2018Q2 20209
Advisory Services Network, LLC 880.00%0.06%0.08%Q2 2018Q1 20208
Harfst & Associates, Inc. 880.10%4.86%9.02%Q1 2021Q4 20228
6 Meridian 881.04%1.63%2.15%Q1 2020Q4 20218
Destiny Wealth Partners, LLC 620.00%0.01%0.01%Q4 2020Q4 20228
Lucia Wealth Services, LLC 881.04%2.01%2.55%Q4 2018Q3 20208
GUARDIAN WEALTH ADVISORS, LLC / NC 880.30%0.40%0.67%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.01%Q4 2021Q3 20238
GREENWOOD CAPITAL ASSOCIATES LLC 880.09%0.42%1.34%Q2 2018Q1 20208
Atria Wealth Solutions, Inc. 770.02%0.04%0.11%Q1 2022Q3 20237
TAP Consulting, LLC 770.14%0.29%0.47%Q1 2022Q3 20237
First Horizon Advisors, Inc. 770.00%0.00%0.01%Q3 2019Q1 20217
JAMES INVESTMENT RESEARCH INC 770.25%0.52%0.74%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 610.07%0.11%0.19%Q2 2019Q3 20237
Sunflower Bank, N.A. 772.70%3.32%3.74%Q1 2022Q3 20237
Cetera Investment Advisers 770.01%0.02%0.04%Q1 2022Q3 20237
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
RAYMOND JAMES TRUST N.A. 770.01%0.04%0.07%Q4 2020Q2 20227
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Orca Investment Management, LLC 770.57%4.92%9.98%Q2 2021Q4 20227
J.W. COLE ADVISORS, INC. 770.02%0.02%0.03%Q1 2022Q3 20237
Clearwater Capital Advisors, LLC 770.11%0.42%1.04%Q3 2018Q1 20207
S. R. Schill & Associates 770.28%0.32%0.37%Q2 2018Q4 20197
CWM, LLC 610.00%0.02%0.14%Q4 2018Q3 20237
Blue Edge Capital, LLC 770.08%0.11%0.13%Q1 2022Q3 20237
BDO Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q3 2018Q4 20196
ARS Wealth Advisors, LLC 661.11%4.58%8.07%Q3 2018Q4 20196
HARBOUR INVESTMENTS, INC. 330.00%0.01%0.02%Q1 2021Q3 20236
Patriot Financial Group Insurance Agency, LLC 660.00%0.01%0.01%Q1 2021Q2 20226
US BANCORP \DE\ 660.00%0.00%0.00%Q2 2022Q3 20236
Belpointe Asset Management LLC 420.00%0.06%0.16%Q3 2019Q3 20236
Private Advisor Group, LLC 660.00%0.03%0.08%Q2 2022Q3 20236
Quantitative Advantage, LLC 660.45%0.54%0.63%Q4 2021Q1 20236
ProVise Management Group, LLC 550.02%0.12%0.24%Q1 2022Q1 20235
Tower Research Capital LLC (TRC) 320.00%0.00%0.00%Q3 2018Q4 20195
MML INVESTORS SERVICES, LLC 310.00%0.00%0.01%Q2 2018Q4 20215
Summit Place Financial Advisors, LLC 550.16%0.22%0.27%Q1 2022Q1 20235
SUNFLOWER BANK, NA WEALTH MANAGEMENT 550.27%0.70%1.02%Q4 2018Q4 20195
BROOKS, MOORE & ASSOCIATES, INC. 551.70%2.00%2.18%Q4 2018Q4 20195
FMR LLC 110.00%0.00%0.00%Q4 2018Q3 20235
RFG Advisory, LLC 550.84%1.13%1.28%Q2 2018Q2 20195
Sigma Planning Corp 440.03%0.08%0.11%Q4 2022Q3 20234
Cerro Pacific Wealth Advisors LLC 440.58%0.72%1.01%Q2 2022Q1 20234
Milestone Investment Advisors LLC 441.62%2.35%4.20%Q4 2022Q3 20234
Arkadios Wealth Advisors 310.00%0.01%0.05%Q4 2020Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.02%0.03%0.03%Q4 2022Q3 20234
ACG Wealth 440.05%0.05%0.06%Q3 2018Q2 20194
Hedeker Wealth, LLC 440.08%1.59%2.41%Q1 2022Q4 20224
Beaumont Financial Advisors, LLC 440.87%0.95%1.02%Q4 2022Q3 20234
HighTower Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Leicht Financial Planning & Wealth Management, Inc. 330.18%0.78%1.59%Q4 2019Q2 20203
FIRST TRUST ADVISORS LP 330.00%0.00%0.00%Q1 2023Q3 20233
Accurate Wealth Management, LLC 210.03%0.06%0.07%Q4 2022Q3 20233
IHT Wealth Management, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Ruggie Capital Group 210.12%0.62%1.57%Q4 2018Q3 20193
Cetera Advisor Networks LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.01%Q3 2022Q3 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 210.00%0.00%0.00%Q1 2019Q4 20193
WJ Wealth Management, LLC 210.56%1.33%1.80%Q4 2022Q3 20233
WealthPlan Investment Management, LLC 210.03%0.03%0.03%Q1 2022Q4 20223
HALBERT HARGROVE GLOBAL ADVISORS, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Hightower 6M Holding, LLC 331.36%1.36%1.37%Q1 2022Q3 20223
Equitable Holdings, Inc. 330.01%0.03%0.05%Q1 2023Q3 20233
Charter Oak Capital Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Fortis Capital Advisors, LLC 210.02%0.07%0.17%Q4 2022Q3 20233
Fiduciary Alliance LLC 210.00%0.09%0.26%Q4 2022Q3 20233
Stratos Wealth Partners, LTD. 210.01%0.02%0.04%Q4 2019Q1 20223
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q2 2018Q4 20203
NewEdge Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Redhawk Wealth Advisors, Inc. 331.31%1.43%1.57%Q4 2020Q2 20213
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.02%Q1 2022Q3 20233
MATRIX PRIVATE CAPITAL GROUP LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Beaumont Financial Partners, LLC 330.61%0.74%0.90%Q1 2022Q3 20223
EPG Wealth Management LLC 330.19%0.22%0.27%Q4 2019Q2 20203
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 210.01%0.01%0.01%Q2 2022Q3 20233
COURIER CAPITAL LLC 221.51%1.52%1.52%Q2 2023Q3 20232
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2022Q3 20222
ORG Partners LLC 220.14%0.17%0.20%Q1 2023Q2 20232
Weatherstone Capital Management 220.60%0.62%0.64%Q2 2018Q3 20182
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.01%Q4 2019Q2 20202
Arlington Capital Management, Inc. 221.03%1.45%1.86%Q3 2022Q4 20222
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q3 2022Q4 20222
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2018Q3 20232
VitalStone Financial, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WT Wealth Management 225.30%5.36%5.42%Q2 2023Q3 20232
Strategic Blueprint, LLC 110.01%0.02%0.04%Q3 2019Q2 20212
NVWM, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
PSI Advisors, LLC 220.42%0.66%0.90%Q4 2021Q1 20222
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q4 2019Q3 20232
Elmwood Wealth Management, Inc. 110.05%0.05%0.05%Q2 2021Q4 20212
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
CITIGROUP INC 110.00%0.00%0.00%Q2 2018Q4 20182
NEXT Financial Group, Inc 220.00%0.01%0.01%Q3 2021Q4 20212
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.52%7.14%13.76%Q2 2023Q3 20232
Hilltop Holdings Inc. 110.14%0.14%0.14%Q1 2020Q1 20201
Covestor Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
PGIM Custom Harvest LLC 110.07%0.07%0.07%Q4 2020Q4 20201
OLD MISSION CAPITAL LLC 110.10%0.10%0.10%Q3 2020Q3 20201
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q1 20211
Glenview Trust Co 110.04%0.04%0.04%Q2 2018Q2 20181
Fiduciary Planning LLC 113.17%3.17%3.17%Q3 2023Q3 20231
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Venturi Wealth Management, LLC 110.07%0.07%0.07%Q2 2018Q2 20181
Legacy Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.38%0.38%0.38%Q2 2023Q2 20231
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
IMA Wealth, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Gradient Investments LLC 110.00%0.00%0.00%Q4 2019Q4 20191
GeoWealth Management, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Bell Bank 110.23%0.23%0.23%Q2 2022Q2 20221
BerganKDV Wealth Management, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MGO ONE SEVEN LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Warberg Asset Management LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Resurgent Financial Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
INTRUST BANK NA 110.03%0.03%0.03%Q4 2021Q4 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 111.77%1.77%1.77%Q3 2023Q3 20231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisor Resource Council 110.11%0.11%0.11%Q4 2022Q4 20221
Laffer Tengler Investments, Inc. 110.54%0.54%0.54%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
WNY Asset Management, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2022Q1 20221
BEAM WEALTH ADVISORS, INC. 111.22%1.22%1.22%Q1 2020Q1 20201
Allworth Financial LP 110.00%0.00%0.00%Q2 2023Q2 20231
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Hudson Capital Management LLC 110.11%0.11%0.11%Q2 2020Q2 20201
TUCKER ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.10%0.10%0.10%Q2 2018Q2 20181
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q2 2018Q2 20181
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2019Q1 20191
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

This page lists all the filers that currently own INVESCO ACTIVELY MANAGED ETF or have owned INVESCO ACTIVELY MANAGED ETF in the past.