Stock ownership · SEC 13F · Q4 2025

INVESCO ACTIVELY MANAGED EXC

Institutional ownership of INVESCO ACTIVELY MANAGED EXC (CUSIP 46090A887) - who holds it, how concentrated it is, and what moved last quarter.

$2.9M
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $2.9M of INVESCO ACTIVELY MANAGED EXC positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$2.9M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$2.9M

Institutional 13F value

Institutions

3

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

3

Opened Q4 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Largest institutional holders of INVESCO ACTIVELY MANAGED EXC
  1. 1
  2. 2
  3. 3

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a INVESCO ACTIVELY MANAGED EXC position has risen from 1 to 3 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding INVESCO ACTIVELY MANAGED EXC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Barnes Wealth Management Group, Inc 40,531 $2.0M 71.4%
2 OakTrust Wealth Advisors, LLC 15,974 $803K 28.1%
3 Anchor Investment Management, LLC 273 $14K 0.5%

Latest Quarter Activity · Q4 2025

What the data says about INVESCO ACTIVELY MANAGED EXC

A few large holders dominate this stock’s institutional float.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put INVESCO ACTIVELY MANAGED EXC in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold INVESCO ACTIVELY MANAGED EXC?
INVESCO ACTIVELY MANAGED EXC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO ACTIVELY MANAGED EXC?
Institutions report $2.9M of INVESCO ACTIVELY MANAGED EXC as of Q4 2025.
How concentrated is ownership of INVESCO ACTIVELY MANAGED EXC?
The top five institutional holders account for 100% of the reported institutional value in INVESCO ACTIVELY MANAGED EXC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of INVESCO ACTIVELY MANAGED EXC?
Barnes Wealth Management Group, Inc is the largest reported holder of INVESCO ACTIVELY MANAGED EXC with $2.0M across 40,531 shares as of Q4 2025.
Where does this INVESCO ACTIVELY MANAGED EXC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.