Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 778 loaded

#		Instrument	quantity
1	TEXAS PERMANENT SCHOOL FUND CORP	Shares	3.0MSH	$628.5M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	2.2MSH	$466.0M
3	EASTERN BANK	Shares	731.3KSH	$155.6M
4	FIRST INTERSTATE BANK	Shares	730.7KSH	$155.5M
5	Bell Bank	Shares	604.7KSH	$128.7M
6	Valeo Financial Advisors, LLC	Shares	583.9KSH	$124.2M
7	MEITAV INVESTMENT HOUSE LTD	Shares	525.5KSH	$111.8M
8	CoreCap Advisors, LLC	Shares	465.3KSH	$99.0M
9	FACTORY MUTUAL INSURANCE CO	Shares	448.1KSH	$95.3M
10	Vanderbilt University	Shares	437.1KSH	$93.0M
11	Consolidated Investment Group LLC	Shares	414.2KSH	$88.1M
12	SAGE FINANCIAL GROUP INC	Shares	407.6KSH	$86.7M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	384.8KSH	$82.5M
14	Berkshire Money Management, Inc.	Shares	311.3KSH	$66.2M
15	RIA Advisory Group LLC	Shares	306.3KSH	$65.2M
16	Arlington Trust Co LLC	Shares	294.5KSH	$62.7M
17	Bangor Savings Bank	Shares	279.9KSH	$59.5M
18	ARVEST INVESTMENTS, INC.	Shares	275.1KSH	$58.5M
19	Brookstone Capital Management	Shares	270.5KSH	$57.6M
20	SAPIENT CAPITAL LLC	Shares	263.4KSH	$56.0M
21	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	262.0KSH	$55.7M
22	Activest Wealth Management	Shares	233.4KSH	$49.7M
23	FSA Investment Group, LLC	Shares	227.7KSH	$48.4M
24	Joule Financial, LLC	Shares	218.1KSH	$46.4M
25	Generali Investments CEE, investicni spolecnost, a.s.	Shares	194.0KSH	$41.3M
26	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	192.8KSH	$41.0M
27	D.A. DAVIDSON & CO.	Shares	190.7KSH	$40.6M
28	HOWARD FINANCIAL SERVICES, LTD.	Shares	187.4KSH	$39.9M
29	TRUE Private Wealth Advisors	Shares	170.0KSH	$36.2M
30	SimpliFi, Inc.	Shares	169.4KSH	$36.0M
31	Farther Finance Advisors, LLC	Shares	167.4KSH	$35.6M
32	Investment Planning Advisors, Inc.	Shares	159.6KSH	$34.0M
33	IFP Advisors, Inc	Shares	156.5KSH	$33.3M
34	DAVENPORT & Co LLC	Shares	143.6KSH	$30.6M
35	Sequoia Financial Advisors, LLC	Shares	142.2KSH	$30.3M
36	PartnerRe Asset Management CORP	Shares	139.7KSH	$29.7M
37	ARMSTRONG ADVISORY GROUP, INC	Shares	139.6KSH	$29.7M
38	Tiller Private Wealth, Inc.	Shares	137.5KSH	$29.2M
39	Wealth Advisory Solutions, LLC	Shares	136.1KSH	$29.0M
40	Fairway Wealth LLC	Shares	136.1KSH	$29.0M
41	HM PAYSON & CO	Shares	135.2KSH	$28.8M
42	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	134.1KSH	$28.5M
43	Community Financial Services Group, LLC	Shares	128.4KSH	$27.4M
44	TITLEIST ASSET MANAGEMENT, LLC	Shares	127.8KSH	$27.2M
45	MATAURO, LLC	Shares	125.7KSH	$26.7M
46	Invariant Investment Management	Shares	123.2KSH	$26.5M
47	Carlton Hofferkamp & Jenks Wealth Management, LLC	Shares	120.1KSH	$25.6M
48	CARY STREET PARTNERS FINANCIAL LLC	Shares	119.8KSH	$25.5M
49	Partnership Wealth Management, LLC	Shares	118.8KSH	$25.3M
50	Carroll Advisory Group, LLC	Shares	118.4KSH	$25.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 801 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+372.9K	+$117.2M	$466.0M
2	FACTORY MUTUAL INSURANCE CO new	Shares	+448.1K	+$95.3M	$95.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-5.5K	+$82.5M	$82.5M
4	MEITAV INVESTMENT HOUSE LTD added	Shares	+371.7K	+$82.3M	$111.8M
5	RIA Advisory Group LLC added	Shares	+304.7K	+$64.9M	$65.2M
6	EASTERN BANK added	Shares	+250.8K	+$63.4M	$155.6M
7	CoreCap Advisors, LLC added	Shares	+149.3K	+$38.4M	$99.0M
8	Investment Planning Advisors, Inc. added	Shares	+152.4K	+$32.6M	$34.0M
9	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+134.1K	+$28.5M	$28.5M
10	Community Financial Services Group, LLC added	Shares	+126.2K	+$27.0M	$27.4M
11	NEW WAVE WEALTH ADVISORS LLC added	Shares	+81.1K	+$17.3M	$17.5M
12	SAGE FINANCIAL GROUP INC added	Shares	+37.3K	+$15.7M	$86.7M
13	Matthew Goff Investment Advisor, LLC new	Shares	+70.4K	+$15.0M	$15.0M
14	FSA Investment Group, LLC added	Shares	+32.3K	+$10.9M	$48.4M
15	Bell Bank trimmed	Shares	-9.6K	+$10.8M	$128.7M
16	Valeo Financial Advisors, LLC trimmed	Shares	-7.8K	+$10.7M	$124.2M
17	Arlington Trust Co LLC added	Shares	+22.8K	+$10.5M	$62.7M
18	Myriad Asset Management Advisors LLC new	Shares	+49.0K	+$10.4M	$10.4M
19	Bangor Savings Bank added	Shares	+19.7K	+$9.6M	$59.5M
20	FIRST INTERSTATE BANK trimmed	Shares	-30.5K	+$9.4M	$155.5M
21	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+39.1K	+$9.1M	$16.4M
22	SAPIENT CAPITAL LLC added	Shares	+18.2K	+$9.0M	$56.0M
23	Reyes Financial Architecture, Inc. added	Shares	+42.0K	+$8.9M	$8.9M
24	Consolidated Investment Group LLC unchanged	Shares	0	+$8.6M	$88.1M
25	Intesa Sanpaolo Wealth Management new	Shares	+40.0K	+$8.5M	$8.5M
26	ARVEST INVESTMENTS, INC. added	Shares	+14.1K	+$8.4M	$58.5M
27	Abundance Wealth Counselors added	Shares	+35.4K	+$8.2M	$14.4M
28	ARMSTRONG ADVISORY GROUP, INC added	Shares	+27.3K	+$8.2M	$29.7M
29	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+36.9K	+$7.9M	$8.5M
30	Merit Financial Group, LLC added	Shares	+27.0K	+$7.6M	$24.3M
31	DAVENPORT & Co LLC added	Shares	+23.2K	+$7.4M	$30.6M
32	Berkshire Money Management, Inc. added	Shares	+4.9K	+$7.4M	$66.2M
33	Brookstone Capital Management added	Shares	+6.6K	+$6.9M	$57.6M
34	BridgePort Financial Solutions, LLC new	Shares	+30.3K	+$6.5M	$6.5M
35	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+25.9K	+$6.4M	$14.9M
36	RAINEY & RANDALL WEALTH ADVISORS INC. added	Shares	+4.9K	+$6.4M	$55.7M
37	Vigilare Wealth Management added	Shares	+27.8K	+$6.1M	$8.0M
38	J2 Capital Management Inc new	Shares	+28.1K	+$6.0M	$6.0M
39	Redhawk Wealth Advisors, Inc. added	Shares	+18.1K	+$5.8M	$24.2M
40	Retireful, LLC added	Shares	+23.3K	+$5.4M	$9.8M
41	Tailwinds Wealth, LLC new	Shares	+24.9K	+$5.3M	$5.3M
42	Marshall & Sterling Wealth Advisors Inc. added	Shares	+22.2K	+$4.8M	$5.7M
43	Walker Financial Services, Inc. added	Shares	+15.0K	+$4.8M	$19.9M
44	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+11.1K	+$4.8M	$27.2M
45	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+11.6K	+$4.7M	$25.5M
46	Carroll Advisory Group, LLC added	Shares	+11.6K	+$4.7M	$25.2M
47	Markin Asset Management, LP new	Shares	+21.7K	+$4.6M	$4.6M
48	Joule Financial, LLC trimmed	Shares	-1.0K	+$4.3M	$46.4M
49	Tiller Private Wealth, Inc. added	Shares	+7.6K	+$4.3M	$29.2M
50	JOHNSON INVESTMENT COUNSEL INC added	Shares	+10.3K	+$4.2M	$22.7M

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