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

INVESCO ACTIVELY MANAGED EXC

EFAA
Institutions
70
Combined AUM (Q2 2026)
$428.2M
Combined Shares (Q2 2026)
7.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.8M
54 · 16 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-522,926
17 · 6 Exit · ≈
⚖️ Net
+2.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$428.2M
Institutions
70
New Buys
16
Adds
38
Reduces
11
Exits
6
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%#43$92.5M1.7M$00+1.7MNew Buy
Invesco Ltd.
0.01%0.01%#42$83.2M1.5M$73.2M1.4M+104,000+7.49%Add
LPL Financial LLC
0.01%0.01%#37$45.4M814,165$37.4M708,329+105,836+14.94%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#38$37.0M663,330$25.9M491,801+171,529+34.88%Add
JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#40$17.2M313,048$13.2M257,133+55,915+21.75%Add
UBS Group AG
<0.01%<0.01%#54$10.7M191,659$7.8M147,754+43,905+29.71%Add
Steward Partners Investment Advisory, LLC
0.05%0.04%#18$10.5M188,181$8.8M166,335+21,846+13.13%Add
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.33%1.4%#4$8.9M159,664$8.3M157,919+1,745+1.10%Add
Brookstone Capital Management
0.09%#14$8.8M157,768$00+157,768New Buy
LEE JOHNSON CAPITAL MANAGEMENT, LLC
2.3%4.36%#1$7.4M132,130$12.2M230,813-98,683-42.75%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#34$7.0M126,093$5.3M101,394+24,699+24.36%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#53$6.7M120,115$5.4M102,092+18,023+17.65%Add
Private Advisor Group, LLC
0.03%0.09%#26$5.5M97,990$19.0M361,063-263,073-72.86%Reduce
NewEdge Advisors, LLC
0.02%0.01%#33$5.3M94,722$3.6M67,603+27,119+40.12%Add
Chicago Partners Investment Group LLC
0.1%0.12%#13$5.2M95,125$5.2M95,375-250-0.26%Reduce
Cetera Investment Advisers
<0.01%0.01%#44$5.2M92,462$8.1M152,789-60,327-39.48%Reduce
Lifestyle Asset Management, Inc.
1.37%1.39%#3$5.1M91,302$4.3M80,665+10,637+13.19%Add
SageGuard Financial Group, LLC
0.67%0.56%#6$4.8M85,332$3.6M68,321+17,011+24.90%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#60$4.7M84,071$3.6M67,796+16,275+24.01%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#58$4.3M77,643$421+77,642+7,764,200.00%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#39$4.2M75,391$3.4M64,507+10,884+16.87%Add
MJP ASSOCIATES INC /ADV
0.41%0.38%#8$3.8M67,961$3.1M59,504+8,457+14.21%Add
Advisor OS, LLC
0.25%0.23%#9$3.8M67,961$3.1M59,504+8,457+14.21%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#50$3.5M62,539$2.3M44,085+18,454+41.86%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#46$3.3M59,292$2.5M47,305+11,987+25.34%Add
Prospera Financial Services Inc
0.04%0.04%#19$3.0M53,836$2.6M49,625+4,211+8.49%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#48$2.9M52,237$924,55017,531+34,706+197.97%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#61$2.6M46,048$1.2M22,069+23,979+108.65%Add
Marshall & Sterling Wealth Advisors Inc.
1.52%1.33%#2$2.6M45,938$2.0M38,479+7,459+19.38%Add
Wealth Intelligence, LLC
1.17%1.1%#5$2.5M45,187$2.3M43,458+1,729+3.98%Add
CITADEL ADVISORS LLC
<0.01%#63$1.8M32,739$00+32,739New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#66$1.8M31,752$1.9M36,247-4,495-12.40%Reduce
INSIGNEO ADVISORY SERVICES, LLC
0.06%0.07%#17$1.5M26,460$982,23018,624+7,836+42.07%Add
IFP Advisors, Inc
0.02%0.02%#30$1.3M22,901$1.2M22,623+278+1.23%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#51$1.3M22,693$818,00015,512+7,181+46.29%Add
Joel Isaacson & Co., LLC
0.03%0.03%#23$1.1M19,093$885,94716,798+2,295+13.66%Add
NATIXIS ADVISORS, LLC
<0.01%#56$1.0M18,743$00+18,743New Buy
WCG Wealth Advisors LLC
0.02%0.02%#29$991,05817,774$875,25616,596+1,178+7.10%Add
Wealthcare Advisory Partners LLC
0.02%0.02%#32$990,76517,768$897,44517,016+752+4.42%Add
Western Wealth Management, LLC
0.03%0.03%#24$926,00216,607$882,90116,741-134-0.80%Reduce
TRUIST FINANCIAL CORP
<0.01%#57$770,74813,823$00+13,823New Buy
FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.03%#27$651,16611,678$680,24012,898-1,220-9.46%Reduce
MADDEN SECURITIES Corp
0.15%0.16%#11$550,3519,870$520,5449,87000.00%Unchanged
Apollon Wealth Management, LLC
0.01%0.01%#41$544,7919,770$476,3599,032+738+8.17%Add
VERUS CAPITAL PARTNERS, LLC
0.02%0.03%#28$449,3148,058$386,7437,333+725+9.89%Add
PRIVATE TRUST CO NA
0.03%0.03%#25$371,0276,654$377,6816,65400.00%Unchanged
WINNACLE WEALTH LLC
0.25%#10$364,0586,529$00+6,529New Buy
Summit Financial, LLC
<0.01%<0.01%#47$360,4776,465$284,7495,399+1,066+19.74%Add
QP WEALTH MANAGEMENT, LLC
0.49%0.56%#7$345,8246,202$325,2486,167+35+0.57%Add
Stratos Wealth Partners, LTD.
<0.01%<0.01%#49$330,3805,925$237,5714,504+1,421+31.55%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow