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
According to SEC Form 13F-HR filings in this corpus, INVESCO EXCHANGE TRADED FD T ranks #154 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 13 institutions report $84.0M 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
- #154
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, INVESCO EXCHANGE TRADED FD T ranks #154 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 46137V357 · Q4 2025 $84M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-HEAVY #154/775
- HOLDERS-NARROW 13 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH VANGUARD VALUE ETF
- ACTIVITY-HOT 12 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD VALUE ETF
Read with: Ownership concentration guide - INVESCO EXCHANGE TRADED FD T's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · INVESCO EXCHANGE TRADED FD T
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
INVESCO EXCHANGE TRADED FD T vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
13 Top 51% higher than 49% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
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:
Latest Quarter Activity · Q4 2025
New positions (12)
Complete exits (11)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for INVESCO EXCHANGE TRADED FD T: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($84.0M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (13 here).
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.