Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A713MSCI EAFE INCOMEEFAAQ1 2026
Institutional Holders
60
13F filers
Shares Held
5.84M
Aggregate institutional
Institutional Value
$305.41M
Q1 2026
Net New Holders
+12
17 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased34
Decreased5
Sold out5
Institutional Holders
60 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1.39M | $73.20M | −77.0K | Reduced |
| 2 | Lpl Financial LLC | 708.3K | $37.36M | +171.7K | Added |
| 3 | Raymond James Financial Inc | 491.8K | $25.94M | +138.4K | Added |
| 4 | Morgan Stanley | 469.1K | $24.74M | +469.1K | New |
| 5 | Private Advisor Group, LLC | 361.1K | $19.04M | −2.4K | Reduced |
| 6 | Jones Financial Companies Lllp | 257.1K | $13.18M | +84.4K | Added |
| 7 | Lee Johnson Capital Management, LLC | 230.8K | $12.17M | +23.3K | Added |
| 8 | Steward Partners Investment Advisory, LLC | 166.3K | $8.77M | +33.7K | Added |
| 9 | Prevail Innovative Wealth Advisors, LLC | 157.9K | $8.33M | +85.5K | Added |
| 10 | Cetera Investment Advisers | 152.8K | $8.06M | +56.2K | Added |
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