13F Insight
DOSSIER · 13F Holders · Q2 2026
IHYF

INVESCO ACTIVELY MANAGED EXC

17 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A853·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$173M
visible holders
Holders
17
filers reporting
Concentration
94.67%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported IHYF in Q2 2026. Invesco Ltd. leads at 94.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$164M7.3M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$3M144K0.00%Q2 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M86K0.00%Q1 202604
World Investment Advisors
CIK 0001652594
$1M63K0.02%Q1 202605
Avestar Capital, LLC
CIK 0001704404
$995K45K0.06%Q2 202606
Westside Investment Management, Inc.
CIK 0001538383
$440K20K0.06%Q2 202607
Orion Portfolio Solutions, LLC
CIK 0001802647
$429K19K0.00%Q1 202508
Stratos Wealth Partners, LTD.
CIK 0001612865
$337K15K0.00%Q2 202609
Kestra Advisory Services, LLC
CIK 0001830819
$305K14K0.00%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$141K6K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$38K2K0.00%Q2 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$25K1K0.00%Q2 202613
AE Wealth Management LLC
CIK 0001697723
$18K8110.00%Q2 202614
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$4K1830.00%Q2 202615
Wagner Wealth Management, LLC
CIK 0001728657
$4K1650.00%Q2 202616
MORGAN STANLEY
CIK 0000895421
$2510.00%Q2 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025