17 institutions reported holding $150.3M of INVESCO ACTIVELY MANAGED EXC (IHYF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Invesco Ltd. ($138.6M), LPL Financial LLC ($3.1M), JANE STREET GROUP, LLC ($1.9M), CITADEL ADVISORS LLC ($1.7M), World Investment Advisors ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Invesco Ltd. | $138.6M | 6.3M | Added |
| 2 | LPL Financial LLC | $3.1M | 142,118 | Added |
| 3 | JANE STREET GROUP, LLC | $1.9M | 85,762 | New |
| 4 | CITADEL ADVISORS LLC | $1.7M | 76,556 | New |
| 5 | World Investment Advisors | $1.4M | 62,735 | Added |
| 6 | Independent Advisor Alliance | $1.1M | 49,084 | New |
| 7 | Avestar Capital, LLC | $965,084 | 43,742 | Trimmed |
| 8 | Westside Investment Management, Inc. | $434,643 | 19,700 | Hold |
| 9 | Kestra Advisory Services, LLC | $296,428 | 13,435 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $283,517 | 12,852 | Hold |
| 11 | Stratos Wealth Partners, LTD. | $260,521 | 11,808 | New |
| 12 | MRA Advisory Group | $233,251 | 10,572 | Added |
| 13 | HARBOUR INVESTMENTS, INC. | $24,269 | 1,100 | Hold |
| 14 | AE Wealth Management LLC | $18,798 | 852 | Hold |
| 15 | NATIONAL BANK OF CANADA /FI/ | $4,035 | 183 | Trimmed |
| 16 | Wagner Wealth Management, LLC | $3,575 | 162 | Added |
| 17 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31