13FBOX
INVESCO ACTIVELY MANAGED EXC · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO ACTIVELY MANAGED EXC

PSR
Institutions
45
Combined AUM (Q2 2026)
$32.1M
Combined Shares (Q2 2026)
313,027
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+108,128
21 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-54,605
24 · 7 Exit · ≈
⚖️ Net
+53,523
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$32.1M
Institutions
45
New Buys
5
Adds
16
Reduces
17
Exits
7
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#17$9.8M95,394$1.2M13,157+82,237+625.04%Add
Cetera Investment Advisers
0.01%0.01%#10$7.1M68,772$5.4M58,028+10,744+18.52%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#29$1.5M14,304$1.3M14,260+44+0.31%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#30$1.4M13,880$990,03710,692+3,188+29.82%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#34$1.3M12,754$1.2M12,892-138-1.07%Reduce
Montz Harcus Wealth Management LLC
0.43%0.4%#1$1.2M11,688$990,64610,698+990+9.25%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#15$1.0M9,981$245,3672,650+7,331+276.64%Add
MORGAN STANLEY
<0.01%<0.01%#39$854,2118,328$2.1M22,212-13,884-62.51%Reduce
AA Financial Advisors, LLC
0.09%0.1%#3$732,2547,139$729,7777,881-742-9.42%Reduce
Brio Consultants, LLC
0.08%0.08%#4$714,7806,969$692,0826,848+121+1.77%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#38$657,5826,411$1.2M12,867-6,456-50.17%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$535,5535,221$950,62810,265-5,044-49.14%Reduce
Ameritas Investment Partners, Inc.
0.01%0.01%#7$519,5845,066$469,6085,071-5-0.10%Reduce
Merit Financial Group, LLC
<0.01%<0.01%#16$517,8905,049$465,1565,023+26+0.52%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#18$407,9253,977$392,9924,244-267-6.29%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#36$399,5553,804$372,8414,098-294-7.17%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#41$398,8993,889$360,1193,88900.00%Unchanged
Gateway Wealth Partners, LLC
0.02%0.02%#6$358,0843,491$583,1566,298-2,807-44.57%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#26$332,3303,240$300,0003,235+5+0.15%Add
J.W. COLE ADVISORS, INC.
0.01%0.01%#11$331,4953,232$284,9193,077+155+5.04%Add
GLENMEDE TRUST CO NA
<0.01%<0.01%#20$305,3532,977$553,2825,975-2,998-50.18%Reduce
LongView Wealth Management
0.07%0.06%#5$275,1982,683$252,9632,565+118+4.60%Add
PACIFIC SUN FINANCIAL CORP
0.1%0.11%#2$246,1702,400$224,5542,425-25-1.03%Reduce
CreativeOne Wealth, LLC
<0.01%0.01%#13$208,9302,037$217,9242,354-317-13.47%Reduce
MML INVESTORS SERVICES, LLC
<0.01%#28$204,6221,995$00+1,995New Buy
Tower Research Capital LLC (TRC)
<0.01%0.01%#12$198,9881,940$339,6553,668-1,728-47.11%Reduce
Geneos Wealth Management Inc.
<0.01%0.01%#14$185,3441,807$220,5732,382-575-24.14%Reduce
CVA Family Office, LLC
0.01%0.01%#8$129,7551,265$116,4291,257+8+0.64%Add
Global Retirement Partners, LLC
<0.01%#21$82,057800$00+800New Buy
CENTRAL TRUST Co
<0.01%<0.01%#25$47,081459$45,837495-36-7.27%Reduce
Main Street Group, LTD
0.01%0.01%#9$31,261305$27,772300+5+1.67%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$29,746290$00+290New Buy
CX Institutional
<0.01%0.01%#24$29,746290$310,0003,345-3,055-91.33%Reduce
TD Capital Management LLC
<0.01%<0.01%#19$22,004215$19,716213+2+0.94%Add
Parallel Advisors, LLC
<0.01%<0.01%#31$21,848213$19,72421300.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#35$21,224207$19,190206+1+0.49%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#32$20,514200$18,52020000.00%Unchanged
Independence Bank of Kentucky
<0.01%<0.01%#22$10,257100$9,26010000.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#33$8,01078$7,1787800.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#43$4,39343$00+43New Buy
IFP Advisors, Inc
<0.01%<0.01%#37$4,00039$3,51938+1+2.63%Add
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#44$3,64235$3,2993500.00%Unchanged
Glass Jacobson Investment Advisors llc
<0.01%<0.01%#23$3,59035$3,2413500.00%Unchanged
Clearstead Advisors, LLC
<0.01%#42$2,46224$00+24New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#45$921$125,3161,353-1,352-99.93%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow