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

INVESCO ACTIVELY MANAGED EXC

IROC
Institutions
28
Combined AUM (Q2 2026)
$116.2M
Combined Shares (Q2 2026)
2.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+177,871
22 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-10,806
2 · 1 Exit · ≈
⚖️ Net
+167,065
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$116.2M
Institutions
28
New Buys
12
Adds
10
Reduces
1
Exits
1
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Invesco Ltd.
0.01%0.01%#10$93.9M1.8M$92.2M1.8M00.00%Unchanged
ASHTON THOMAS SECURITIES, LLC
0.55%#2$3.7M72,126$00+72,126New Buy
ABLE Financial Group, LLC
0.58%0.53%#1$3.5M67,582$2.7M53,633+13,949+26.01%Add
Arax Advisory Partners
0.01%0.06%#8$2.3M43,968$2.2M43,96800.00%Unchanged
Gladstone Institutional Advisory LLC
0.06%0.07%#4$2.0M39,615$1.9M38,585+1,030+2.67%Add
Capital Analysts, LLC
0.04%0.04%#5$1.6M31,100$1.4M26,776+4,324+16.15%Add
Cetera Investment Advisers
<0.01%<0.01%#17$1.3M24,640$945,89518,778+5,862+31.22%Add
LPL Financial LLC
<0.01%<0.01%#22$1.1M22,308$743,74414,765+7,543+51.09%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#23$1.0M20,430$1.3M26,076-5,646-21.65%Reduce
MGO ONE SEVEN LLC
0.02%#7$922,97518,000$00+18,000New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$915,24017,846$752,11914,932+2,914+19.52%Add
Sanctuary Advisors, LLC
<0.01%<0.01%#13$895,68717,468$511,19910,148+7,320+72.13%Add
OneDigital Investment Advisors LLC
0.01%#11$649,92812,675$00+12,675New Buy
NAPLES GLOBAL ADVISORS, LLC
0.03%0.02%#6$490,6649,569$310,7466,169+3,400+55.11%Add
CoreCap Advisors, LLC
0.01%0.01%#9$294,6345,746$269,4405,349+397+7.42%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#21$272,5405,315$00+5,315New Buy
Modern Wealth Management, LLC
<0.01%#16$249,5114,866$00+4,866New Buy
World Investment Advisors
<0.01%<0.01%#14$238,9154,743$238,9154,74300.00%Unchanged
Turner Financial Group, Inc.
0.23%#3$230,4704,495$00+4,495New Buy
Envestnet Portfolio Solutions, Inc.
<0.01%#19$221,3604,317$00+4,317New Buy
CITADEL ADVISORS LLC
<0.01%#25$213,5154,164$00+4,164New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#24$153,8733,001$00+3,001New Buy
PRIVATE TRUST CO NA
<0.01%#12$55,5321,083$00+1,083New Buy
Farther Finance Advisors, LLC
<0.01%#20$50,756990$00+990New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#26$8,717170$8,060160+10+6.25%Add
Sunrise Financial Services, LLC
<0.01%<0.01%#15$5,128100$5,03710000.00%Unchanged
UBS Group AG
<0.01%#28$4,61590$00+90New Buy
AE Wealth Management LLC
<0.01%<0.01%#27$1,53830$1,5113000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow