Vault-13

INVESCO EXCHANGE TRADED FD T PID

INTL DIVI ACHI · ETP · CUSIP 46137V548

153 institutional holders +0 vs Q1 2025
19,548,15519.5m shares reported held*
$400.4mreported value*
12 new 54 added 50 reduced 14 sold out net bought ≈ $12.4m (+607.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($132.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.48.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 123Q4 22: 151Q1 23: 149Q2 23: 144Q3 23: 151Q4 23: 160Q1 24: 157Q2 24: 159Q3 24: 151Q4 24: 162Q1 25: 153Q2 25: 153153Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022123
Q4 2022151
Q1 2023149
Q2 2023144
Q3 2023151
Q4 2023160
Q1 2024157
Q2 2024159
Q3 2024151
Q4 2024162
Q1 2025153
Q2 2025153

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 77 bought or addedQ3 23: 52 cut or sold outQ4 23: 64 bought or addedQ4 23: 73 cut or sold outQ4 23Q1 24: 61 bought or addedQ1 24: 78 cut or sold outQ2 24: 67 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 57 bought or addedQ3 24: 68 cut or sold outQ4 24: 64 bought or addedQ4 24: 60 cut or sold outQ4 24Q1 25: 60 bought or addedQ1 25: 71 cut or sold outQ2 25: 66 bought or addedQ2 25: 64 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237752
Q4 20236473
Q1 20246178
Q2 20246768
Q3 20245768
Q4 20246460
Q1 20256071
Q2 20256664

Biggest buyers

Modern Wealth Management, LLC New +1,008,078+1.0m
ROYAL BANK OF CANADA Added +256,363+256.4k
JONES FINANCIAL COMPANIES LLLP Added +194,811+194.8k
STIFEL FINANCIAL CORP Added +57,745+57.7k
Equitable Holdings, Inc. Added +46,891+46.9k
BANK OF AMERICA CORP /DE/ Added +38,000+38.0k
Arkadios Wealth Advisors New +23,651+23.7k
Rockefeller Capital Management L.P. Added +15,983+16.0k
Continuum Advisory, LLC Added +13,810+13.8k
RAYMOND JAMES FINANCIAL INC Added +12,317+12.3k

Biggest sellers

MORGAN STANLEY Reduced -339,823-339.8k
MML INVESTORS SERVICES, LLC Reduced -98,303-98.3k
Atria Investments, Inc Reduced -95,098-95.1k
WELLS FARGO & COMPANY/MN Reduced -84,998-85.0k
FLOW TRADERS U.S. LLC Reduced -84,179-84.2k
Kaye Capital Management Reduced -72,392-72.4k
TWO SIGMA INVESTMENTS, LP Sold out -57,808-57.8k
SFG Wealth Management, LLC. Sold out -31,796-31.8k
TOWNSQUARE CAPITAL LLC Sold out -28,208-28.2k
OSAIC HOLDINGS, INC. Reduced -23,525-23.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,131,6873.1m $64.2m $64.2m 0.00% Reduced -339.8k -339,823
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,600,2901.6m $32.8m $32.8m 0.01% Reduced -85.0k -84,998
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,223,3291.2m $25.1m $25.1m 0.01% Reduced -277 -277
4 Kaye Capital Management 7.95% of their portfolio EL SEGUNDO, CA 1,008,0781.0m $20.7m $20.7m 7.95% Reduced -72.4k -72,392
5 Modern Wealth Management, LLC 0.51% of their portfolio KANSAS CITY, MO 1,008,0781.0m $20.7m $20.7m 0.51% New
6 Strategic Wealth Partners, Ltd. 1.55% of their portfolio INDEPENDENCE, OH 958,671958.7k $19.7m $19.7m 1.55% First filing
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 912,142912.1k $18.7m $18.7m 0.00% Added +1.8k +1,761
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 909,313909.3k $18.6m $18.6m 0.00% Added +38.0k +38,000
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 847,494847.5k $16.9m $16.9m 0.00% Reduced -16.4k -16,424
10 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 551,873551.9k $11.2m $11.2m 0.01% Added +194.8k +194,811
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 518,960519.0k $10.6m $10.6m 0.00% Added +256.4k +256,363
12 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 452,396452.4k $9.3m $9.3m 0.08% Added +46.9k +46,891
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 343,747343.7k $7.2m $7.2m 0.01% Reduced -19.8k -19,835
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 322,602322.6k $6.6m $6.6m 0.01% Reduced -23.5k -23,525
15 Morton Capital Management LLC/CA 0.93% of their portfolio CALABASAS, CA 256,253256.3k $5.3m $5.3m 0.93% Reduced -5.9k -5,870
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 254,266254.3k $5.2m $5.2m 0.00% Added +600 +600
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 239,626239.6k $4.9m $4.9m 0.01% Added +9.2k +9,181
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 231,826231.8k $4.8m $4.8m 0.01% Reduced -15.0k -14,977
19 Focus Financial Network, Inc. 0.18% of their portfolio MINNEAPOLIS, MN 227,498227.5k $4.7m $4.7m 0.18% Added +1.2k +1,185
20 CAHILL FINANCIAL ADVISORS INC 0.58% of their portfolio EDINA, MN 227,036227.0k $4.7m $4.7m 0.58% Reduced -5.8k -5,806
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 219,472219.5k $4.5m $4.5m 0.00% Reduced -10.7k -10,683
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 205,621205.6k $4.2m $4.2m 0.00% Added +12.3k +12,317
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 193,351193.4k $4.0m $4.0m 0.00% Added +2.2k +2,230
24 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 144,948144.9k $3.0m $3.0m 0.02% Reduced -3.4k -3,393
25 Cheviot Value Management, LLC 0.31% of their portfolio BEVERLY HILLS, CA 131,064131.1k $2.7m $2.7m 0.31% Added +4.9k +4,938
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 123,877123.9k $2.5m $2.5m 0.00% Reduced -408 -408
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 119,140119.1k $2.4m $2.4m 0.00% Reduced -1.5k -1,529
28 FIRST AMERICAN TRUST, FSB 0.19% of their portfolio SANTA ANA, CA 117,955118.0k $2.4m $2.4m 0.19% Added +3.1k +3,125
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 112,265112.3k $2.3m $2.3m 0.00% Added +4.9k +4,912
30 VestGen Advisors, LLC 0.09% of their portfolio CHICAGO, IL 112,166112.2k $2.3m $2.3m 0.09% Reduced -1.4k -1,356
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 101,861101.9k $2.1m $2.1m 0.00% Added +30 +30
32 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 96,86996.9k $2.0m $2.0m 0.07% Reduced -84.2k -84,179
33 BRIAN LOW FINANCIAL GROUP, LLC 1.83% of their portfolio BATON ROUGE, LA 95,37195.4k $2.0m $2.0m 1.83% First filing
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 88,78388.8k $1.8m $1.8m 0.00% Added +57.7k +57,745
35 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 81,92481.9k $1.7m $1.7m 0.01% Reduced -22.5k -22,518
36 One Wealth Map LLC 0.91% of their portfolio LAS VEGAS, NV 79,77879.8k $1.7m $1.7m 0.91% Added +6.5k +6,515
37 AAF Wealth Management, LLC 0.74% of their portfolio WESTBOROUGH, MA 79,19579.2k $1.6m $1.6m 0.74% Reduced -4.2k -4,183
38 TFG Advisers LLC 0.55% of their portfolio Auburn Hills, MI 78,85278.9k $1.6m $1.6m 0.55% Added +454 +454
39 Continuum Advisory, LLC 0.19% of their portfolio EAGLE, ID 76,69176.7k $1.6m $1.6m 0.19% Added +13.8k +13,810
40 Accel Wealth Management 0.51% of their portfolio WAVERLY, IA 73,81073.8k $1.5m $1.5m 0.51% Reduced -18.9k -18,876
41 BRANDYWINE OAK PRIVATE WEALTH LLC 0.13% of their portfolio Kennett Square, PA 69,91169.9k $1.4m $1.4m 0.13% Unchanged
42 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 67,61367.6k $1.4m $1.4m 0.01% Added +335 +335
43 Parcion Private Wealth LLC 0.09% of their portfolio BELLEVUE, WA 63,23263.2k $1.3m $1.3m 0.09% Reduced -1.0k -1,038
44 Northeast Financial Consultants Inc 0.05% of their portfolio WESTPORT, CT 61,94361.9k $1.3m $1.3m 0.05% Unchanged
45 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 58,50958.5k $1.2m $1.2m 0.02% Added +35 +35
46 NESTEGG ADVISORS, INC. 1.10% of their portfolio HAUPPAUGE, NY 55,95756.0k $1.1m $1.1m 1.10% Added +860 +860
47 Southland Equity Partners LLC 0.25% of their portfolio WILDWOOD, MO 55,47855.5k $1.1m $1.1m 0.25% Reduced -884 -884
48 Freedom Financial Partners LLC 0.45% of their portfolio OAKDALE, MN 51,88451.9k $1.1m $1.1m 0.45% Added +539 +539
49 Institute for Wealth Management, LLC. 0.11% of their portfolio DENVER, CO 50,23750.2k $1.0m $1.0m 0.11% Reduced -1.2k -1,247
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 49,19649.2k $1.0m $1.0m 0.00% Reduced -98.3k -98,303
51 WINEBRENNER CAPITAL MANAGEMENT LLC 0.80% of their portfolio LOUISVILLE, KY 48,50048.5k $994.3k $994.3k 0.80% Added +23 +23
52 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 47,64847.6k $976.8k $976.8k 0.01% Reduced -95.1k -95,098
53 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 45,02845.0k $923.1k $923.1k 0.00% Added +160 +160
54 Eagle Strategies LLC 0.14% of their portfolio NEW YORK, NY 44,02444.0k $902.5k $902.5k 0.14% Reduced -6.8k -6,764
55 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 43,93443.9k $900.7k $900.7k 0.01% Added +3.4k +3,410
56 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 42,89842.9k $879.0k $879.0k 0.03% Added +186 +186
57 Legacy Financial Advisors, Inc. 0.13% of their portfolio COVINGTON, KY 41,11841.1k $842.9k $842.9k 0.13% Added +3.6k +3,571
58 WealthShield Partners, LLC 0.10% of their portfolio CARY, NC 40,42540.4k $828.7k $828.7k 0.10% Reduced -665 -665
59 Breakwater Capital Group 0.13% of their portfolio PARAMUS, NJ 40,01140.0k $820.2k $820.2k 0.13% Reduced -906 -906
60 Principle Wealth Partners LLC 0.05% of their portfolio MADISON, CT 38,26238.3k $784.4k $784.4k 0.05% Unchanged
61 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 37,79437.8k $774.8k $774.8k 0.00% Reduced -17.0k -16,971
62 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 36,78536.8k $754.1k $754.1k 0.01% Reduced -1.6k -1,635
63 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 36,08936.1k $739.8k $739.8k 0.00% Reduced -3.6k -3,585
64 Wood Tarver Financial Group, LLC 0.20% of their portfolio BOISE, ID 32,96433.0k $675.0k $675.0k 0.20% Reduced -1.4k -1,425
65 GLOBALT Investments LLC / GA 0.03% of their portfolio Atlanta, GA 32,07932.1k $657.6k $657.6k 0.03% Reduced -3.7k -3,682
66 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 31,91831.9k $654.4k $654.4k 0.00% Added +16.0k +15,983
67 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 31,09831.1k $637.5k $637.5k 0.00% Added +11.0k +11,024
68 IFG Advisory, LLC 0.03% of their portfolio ATLANTA, GA 30,57930.6k $626.9k $626.9k 0.03% Reduced -304 -304
69 Golden State Wealth Management, LLC 0.07% of their portfolio SANTA ANA, CA 29,45129.5k $603.8k $603.8k 0.07% Reduced -8.1k -8,132
70 DRIVE WEALTH MANAGEMENT, LLC 0.13% of their portfolio LEHI, UT 29,16829.2k $597.9k $597.9k 0.13% Added +960 +960
71 First Horizon Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 28,95429.0k $593.6k $593.6k 0.02% Reduced -7.7k -7,729
72 BCS Wealth Management 0.12% of their portfolio JOHNSON CITY, TN 27,54527.5k $565.0k $565.0k 0.12% Reduced -961 -961
73 Capital Advisors, Ltd. LLC 0.07% of their portfolio SHAKER HEIGHTS, OH 25,74125.7k $528.0k $528.0k 0.07% Reduced -509 -509
74 Alexander Randolph Advisory, Inc. 0.46% of their portfolio MCLEAN, VA 25,25625.3k $517.7k $517.7k 0.46% Added +11 +11
75 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 24,68524.7k $506.0k $506.0k 0.01% Reduced -6 -6
76 Cynosure Group, LLC 0.06% of their portfolio Salt Lake City, UT 24,52324.5k $502.7k $502.7k 0.06% Unchanged
77 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 23,65123.7k $484.9k $484.9k 0.01% New
78 SimpliFi, Inc. 0.20% of their portfolio SAN DIEGO, CA 22,23822.2k $455.9k $455.9k 0.20% Added +283 +283
79 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.19% of their portfolio GARDEN CITY, NY 22,00122.0k $451.0k $451.0k 0.19% Added +280 +280
80 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 21,80021.8k $446.9k $446.9k 0.03% Reduced -2.7k -2,700
81 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 19,80019.8k $405.9k $405.9k 0.01% Added +1.6k +1,599
82 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 19,44019.4k $409.2k $409.2k 0.01% Reduced -8.1k -8,050
83 COMERICA BANK 0.00% of their portfolio DALLAS, TX 17,99418.0k $368.9k $368.9k 0.00% Added +5.0k +5,029
84 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 17,04417.0k $349.4k $349.4k 0.02% Added +20 +20
85 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 16,73516.7k $343.1k $343.1k 0.02% Added +1.2k +1,168
86 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,44716.4k $337.0k $337.0k 0.00% Added +3.6k +3,635
87 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,81015.8k $324.1k $324.1k 0.00% Reduced -1.3k -1,345
88 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 15,02915.0k $308.1k $308.1k 0.00% Unchanged
89 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 14,01114.0k $287.2k $287.2k 0.01% Added +2.4k +2,402
90 Visionary Wealth Advisors 0.01% of their portfolio O'FALLON, IL 13,87613.9k $284.5k $284.5k 0.01% Unchanged
91 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,86412.9k $263.7k $263.7k 0.00% Reduced -314 -314
92 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 12,79412.8k $262.3k $262.3k 0.02% Added +84 +84
93 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 12,56312.6k $257.5k $257.5k 0.02% Unchanged
94 Astoria Portfolio Advisors LLC. 0.07% of their portfolio NEW YORK, NY 12,21012.2k $257.7k $257.7k 0.07% Unchanged
95 CALTON & ASSOCIATES, INC. 0.04% of their portfolio Tampa, FL 11,56211.6k $237.0k $237.0k 0.04% Added +48 +48
96 Atala Financial Inc 0.16% of their portfolio CALABASAS, CA 11,09511.1k $227.4k $227.4k 0.16% New
97 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,83610.8k $222.1k $222.1k 0.01% Added +450 +450
98 Genesis Wealth Advisors, LLC 0.16% of their portfolio BRAINTREE, MA 10,71010.7k $219.6k $219.6k 0.16% Unchanged
99 Coastwise Capital Group, LLC 0.17% of their portfolio LA JOLLA, CA 10,40810.4k $213.4k $213.4k 0.17% Reduced -15 -15
100 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 10,20410.2k $209.2k $209.2k 0.00% Added +130 +130