Who Owns INVESCO ACTIVELY MANAGED EXC (QQA)? -- Institutional Holders (2026-03-31)

68 institutions reported holding $332.2M of INVESCO ACTIVELY MANAGED EXC (QQA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Invesco Ltd. ($106.2M), LPL Financial LLC ($53.0M), JONES FINANCIAL COMPANIES LLLP ($38.5M), Cetera Investment Advisers ($19.1M), Perigon Wealth Management, LLC ($12.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Invesco Ltd.$106.2M2.1MAdded
2LPL Financial LLC$53.0M1.1MAdded
3JONES FINANCIAL COMPANIES LLLP$38.5M790,460Added
4Cetera Investment Advisers$19.1M383,782Added
5Perigon Wealth Management, LLC$12.3M246,089Added
6COMMONWEALTH EQUITY SERVICES, LLC$11.4M228,485Added
7Private Advisor Group, LLC$9.4M189,100Added
8MORGAN STANLEY$8.4M167,923New
9UBS Group AG$7.5M149,675Trimmed
10PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$6.7M135,211Added
11SageGuard Financial Group, LLC$5.6M111,874Added
12WELLS FARGO & COMPANY/MN$5.3M106,919Added
13Brookstone Capital Management$4.5M89,715Added
14Cambridge Investment Research Advisors, Inc.$4.3M85,656Added
15Talon Private Wealth, LLC$4.2M83,649New
16Triad Wealth Partners, LLC$3.8M76,951Added
17NATIXIS ADVISORS, LLC$3.5M70,576Added
18Prospera Financial Services Inc$3.1M61,321Added
19Apollon Wealth Management, LLC$2.6M52,900Added
20IFP Advisors, Inc$2.5M50,617New
21OSAIC HOLDINGS, INC.$1.8M37,077Added
22Western Wealth Management, LLC$1.8M36,870Added
23NAPLES GLOBAL ADVISORS, LLC$1.7M34,230Added
24BANK OF AMERICA CORP /DE/$1.5M29,889Trimmed
25JANE STREET GROUP, LLC$1.3M25,781Trimmed

Source: SEC Form 13F filings · as of 2026-03-31