13FBOX
INVESCO EXCHANGE TRADED FD T · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO EXCHANGE TRADED FD T

CVY
Institutions
43
Combined AUM (Q2 2026)
$22.5M
Combined Shares (Q2 2026)
776,284
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+152,246
19 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-25,786
15 · 7 Exit · ≈
⚖️ Net
+126,460
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$22.5M
Institutions
43
New Buys
7
Adds
12
Reduces
8
Exits
7
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#21$4.7M162,109$3.7M138,059+24,050+17.42%Add
HBK Sorce Advisory LLC
0.05%0.05%#1$2.6M86,894$2.6M89,834-2,940-3.27%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#6$2.6M89,125$2.4M87,827+1,298+1.48%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#23$2.5M85,575$1.4M51,408+34,167+66.46%Add
LPL Financial LLC
<0.01%<0.01%#16$2.4M83,168$2.1M76,279+6,889+9.03%Add
Beacon Pointe Advisors, LLC
0.01%#5$1.9M66,212$00+66,212New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#19$1.1M39,595$955,17535,284+4,311+12.22%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#8$1.1M38,660$993,00036,679+1,981+5.40%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#29$708,15524,559$664,43724,544+15+0.06%Add
TRUSTMARK BANK TRUST DEPARTMENT
0.04%0.04%#2$644,16722,340$604,76422,34000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$562,82019,518$576,34721,287-1,769-8.31%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#35$403,85414,006$368,93713,629+377+2.77%Add
Haverford Trust Co
<0.01%<0.01%#10$237,2528,228$243,2328,985-757-8.43%Reduce
FIFTH THIRD SECURITIES, INC.
0.01%#3$231,5148,029$00+8,029New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#20$154,9585,374$145,4795,37400.00%Unchanged
FMR LLC
<0.01%<0.01%#40$92,2723,200$92,5613,419-219-6.41%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#30$81,8972,840$00+2,840New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#28$79,9652,773$74,5272,753+20+0.73%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#13$53,4311,853$50,1621,85300.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#38$41,0001,441$27,0001,007+434+43.10%Add
Cape Investment Advisory, Inc.
0.01%#4$34,6021,200$00+1,200New Buy
EverSource Wealth Advisors, LLC
<0.01%<0.01%#12$29,1811,012$27,3961,01200.00%Unchanged
PRIVATE TRUST CO NA
<0.01%<0.01%#9$28,8351,000$27,0711,00000.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#36$28,719996$26,96399600.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#43$24,401842$23,181869-27-3.11%Reduce
ASSETMARK, INC
<0.01%<0.01%#33$19,117663$17,94866300.00%Unchanged
Capital Advisors, Ltd. LLC
<0.01%<0.01%#11$18,656647$18,00064700.00%Unchanged
UBS Group AG
<0.01%<0.01%#42$17,589610$62,9402,325-1,715-73.76%Reduce
ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#15$17,301600$16,24360000.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#39$14,457500$13,31050000.00%Unchanged
CX Institutional
<0.01%<0.01%#18$14,014486$14,000510-24-4.71%Reduce
Financial Perspectives, Inc
<0.01%<0.01%#7$12,717441$11,762434+7+1.61%Add
Geneos Wealth Management Inc.
<0.01%<0.01%#22$11,532400$10,82840000.00%Unchanged
Ameritas Investment Partners, Inc.
<0.01%<0.01%#24$7,209250$6,76825000.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#17$6,056210$00+210New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#34$5,911205$18,381679-474-69.81%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#41$5,767200$00+200New Buy
Larson Financial Group LLC
<0.01%<0.01%#27$5,479190$5,14319000.00%Unchanged
ST GERMAIN D J CO INC
<0.01%<0.01%#25$4,901170$4,533167+3+1.80%Add
CoreCap Advisors, LLC
<0.01%<0.01%#31$2,883100$2,70710000.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#32$1,21742$1,1394200.00%Unchanged
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#26$52018$4881800.00%Unchanged
Golden State Wealth Management, LLC
<0.01%#37$883$00+3New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow