Stock ownership · SEC 13F · Q4 2025

INVESCO EXCHANGE TRADED FD T

A breakdown of INVESCO EXCHANGE TRADED FD T's institutional base (CUSIP 46137V431): the holders, the concentration among them, and what changed last quarter.

$475K
Reported value
2
Institutions
100%
Top-5 share

The verdict

$475K of INVESCO EXCHANGE TRADED FD T is reported by 2 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$475K
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 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46137V431 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.5M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - INVESCO EXCHANGE TRADED FD T's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a INVESCO EXCHANGE TRADED FD T position has held steady from 2 to 2 over the last 7 quarters of 13F filings.

123456 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding INVESCO EXCHANGE TRADED FD T, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Astoria Portfolio Advisors LLC. 4,094 $466K 98.1%
2 TD Capital Management LLC 78 $9K 1.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO EXCHANGE TRADED FD T's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Astoria Portfolio Advisors LLC. $466K

Complete exits (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Vermillion & White Wealth Management Group, LLC exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold INVESCO EXCHANGE TRADED FD T?▼
INVESCO EXCHANGE TRADED FD T is held by 2 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 $475K 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 100% of the reported institutional value in INVESCO EXCHANGE TRADED FD T, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of INVESCO EXCHANGE TRADED FD T?▼
Astoria Portfolio Advisors LLC. is the largest reported holder of INVESCO EXCHANGE TRADED FD T with $466K across 4,094 shares as of Q4 2025.

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.