Stock ownership · SEC 13F · Q4 2025

INVESCO EXCHANGE TRADED FD T

Institutional ownership of INVESCO EXCHANGE TRADED FD T (CUSIP 46137V357) - who holds it, how concentrated it is, and what moved last quarter.

$84.0M
Reported value
13
Institutions
98%
Top-5 share

The verdict

INVESCO EXCHANGE TRADED FD T is held by a narrower band of institutional filers than most - 13 institutions report $84.0M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

13
institutions hold it
$84.0M
reported 13F value
98%
held by top 5
#97
of 216 by value

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

$84.0M

Institutional 13F value

Institutions

13

Reporting holders

Top-5 concentration

98%

Held by 5 largest

New buyers

12

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%98%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 49.0%

INVESCO EXCHANGE TRADED FD T is more widely held than about 49% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of INVESCO EXCHANGE TRADED FD T
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a INVESCO EXCHANGE TRADED FD T position has fallen from 15 to 13 over the last 8 quarters of 13F filings.

510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 13
Distinct 13F filers holding INVESCO EXCHANGE TRADED FD T, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Naman Capital Ltda 279,748 $53.6M 63.8%
2 INSTRUMENTAL WEALTH, LLC 50,528 $10.3M 12.3%
3 SSA SWISS ADVISORS AG 47,535 $9.1M 10.8%
4 Diesslin Group, Inc. 44,181 $8.5M 10.1%
5 TD Capital Management LLC 2,517 $482K 0.6%
6 Anchor Investment Management, LLC 2,444 $468K 0.6%
7 Tempo Wealth, LLC 2,193 $420K 0.5%
8 Clear Retirement Advice LLC 1,519 $302K 0.4%
9 Compass Financial Services Inc 1,263 $242K 0.3%
10 FLOYD FINANCIAL GROUP LLC 1,172 $239K 0.3%
11 Banque Transatlantique SA 1,061 $205K 0.2%
12 MidFirst Bank 549 $105K 0.1%
13 Strategic Investment Solutions, Inc. /IL 296 $57K 0.1%

Latest Quarter Activity · Q4 2025

What the data says about INVESCO EXCHANGE TRADED FD T

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

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 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 EXCHANGE TRADED FD T?
INVESCO EXCHANGE TRADED FD T is held by 13 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO EXCHANGE TRADED FD T?
Institutions report $84.0M of INVESCO EXCHANGE TRADED FD T as of Q4 2025.
How concentrated is ownership of INVESCO EXCHANGE TRADED FD T?
The top five institutional holders account for 98% of the reported institutional value in INVESCO EXCHANGE TRADED FD T, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of INVESCO EXCHANGE TRADED FD T?
Naman Capital Ltda is the largest reported holder of INVESCO EXCHANGE TRADED FD T with $53.6M across 279,748 shares as of Q4 2025.
Where does this INVESCO EXCHANGE TRADED FD T 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.