13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
ICLO

Invesco Actively Managed Exchange-traded Fund

95 institutions still hold Invesco Actively Managed Exchange-traded Fund as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A721·95 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.6%
vs prior quarter
13F value held
$268M
47.0% inst. owned
of float
Holders
95
+65 QoQ
filers reporting
Activity
+14 / −49
+914 added · −753 reduced
this quarter
Concentration
35.64%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported ICLO in Q1 2026. LPL Financial LLC leads at 35.6% of the visible book. +65 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$96M3.7M0.03%Q1 202602
Invesco Ltd.
CIK 0000914208
$39M1.5M0.01%Q1 202603
Bank of New York Mellon Corp
CIK 0001390777
$24M950K0.00%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$11M413K0.01%Q1 202605
Modern Wealth Management, LLC
CIK 0002001900
$11M412K0.18%Q1 202606
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$9M371K0.42%Q1 202607
Kingsview Wealth Management, LLC
CIK 0001791965
$9M366K0.13%Q1 202608
Independent Advisor Alliance
CIK 0001696899
$9M364K0.10%Q1 202609
Private Advisor Group, LLC
CIK 0001567755
$9M358K0.04%Q1 202610
Concurrent Investment Advisors, LLC
CIK 0002001015
$7M286K0.08%Q1 202611
Rooted Wealth Advisors, Inc.
CIK 0001963732
$6M241K1.62%Q1 202612
Stewardship Advisors, LLC
CIK 0001733219
$5M196K1.15%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M194K0.00%Q1 202614
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$5M187K0.08%Q1 202615
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$4M176K0.56%Q1 202616
ELEVATUS WELATH MANAGEMENT
CIK 0001982776
$4M157K2.10%Q1 202617
Garden State Investment Advisory Services LLC
CIK 0001965351
$4M151K0.85%Q1 202618
Elm3 Financial Group, LLC
CIK 0002011201
$4M143K3.08%Q1 202619
Connecticut Capital Management Group, LLC
CIK 0002097898
$3M132K3.19%Q1 202620
ASL Financial, LLC
CIK 0002105933
$3M129K2.64%Q1 2026
Page 1 of 5
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