INVESCO EXCHANGE TRADED FD T PID
INTL DIVI ACHI · ETP · CUSIP 46137V548
156
institutional holders
+8 vs Q3 2025
18.5m
shares reported held*
$408.1mreported value*
12 new
61 added
45 reduced
10 sold out
net sold ≈ $3.0m (-136.6k 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 ($21.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.01.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 123 |
| Q4 2022 | 151 |
| Q1 2023 | 149 |
| Q2 2023 | 144 |
| Q3 2023 | 151 |
| Q4 2023 | 160 |
| Q1 2024 | 157 |
| Q2 2024 | 159 |
| Q3 2024 | 151 |
| Q4 2024 | 162 |
| Q1 2025 | 153 |
| Q2 2025 | 153 |
| Q3 2025 | 148 |
| Q4 2025 | 156 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 61 | 78 |
| Q2 2024 | 67 | 68 |
| Q3 2024 | 57 | 68 |
| Q4 2024 | 64 | 60 |
| Q1 2025 | 60 | 71 |
| Q2 2025 | 66 | 64 |
| Q3 2025 | 72 | 53 |
| Q4 2025 | 73 | 55 |
Biggest buyers
| Equitable Holdings, Inc. | Added | +222.0k |
| Strategic Wealth Partners, Ltd. | Added | +103.9k |
| Corient Private Wealth LP | Added | +61.6k |
| WELLS FARGO & COMPANY/MN | Added | +41.9k |
| BCS Wealth Management | Added | +27.3k |
| ROYAL BANK OF CANADA | Added | +21.1k |
| RAYMOND JAMES FINANCIAL INC | Added | +20.4k |
| JONES FINANCIAL COMPANIES LLLP | Added | +19.7k |
| Apollon Wealth Management, LLC | New | +14.6k |
| Concurrent Investment Advisors, LLC | New | +12.6k |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -180.1k |
| Sanctuary Advisors, LLC | Reduced | -139.2k |
| JPMORGAN CHASE & CO | Reduced | -108.7k |
| Modern Wealth Management, LLC | Reduced | -86.6k |
| UBS Group AG | Reduced | -42.6k |
| Cynosure Group, LLC | Reduced | -24.5k |
| FIRST AMERICAN TRUST, FSB | Reduced | -24.1k |
| Accel Wealth Management | Reduced | -24.0k |
| VestGen Advisors, LLC | Reduced | -17.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -16.7k |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 3.1m $69.0m | Added +2.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.7m $36.3m | Added +41.9k |
| LPL Financial LLC 0.01% of their portfolio | 1.3m $29.0m | Added +5.2k |
| Strategic Wealth Partners, Ltd. 1.60% of their portfolio | 1.1m $23.4m | Added +103.9k |
| Modern Wealth Management, LLC 0.38% of their portfolio | 946.1k $20.8m | Reduced -86.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 925.3k $20.4m | Added +9.4k |
| UBS Group AG 0.00% of their portfolio | 886.9k $19.5m | Reduced -42.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 805.6k $17.7m | Reduced -10.6k |
| Equitable Holdings, Inc. 0.11% of their portfolio | 727.9k $16.0m | Added +222.0k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 636.3k $14.0m | Added +19.7k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 298.5k $6.6m | Reduced -3.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 280.0k $6.2m | Added +21.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 269.7k $5.9m | Added +1.6k |
| Morton Capital Management LLC/CA 0.83% of their portfolio | 245.2k $5.4m | Reduced -7.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 229.9k $5.1m | Added +6.1k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 229.7k $5.1m | Reduced -10.6k |
| Focus Financial Network, Inc. 0.18% of their portfolio | 228.5k $5.0m | Reduced -1.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 222.9k $4.9m | Added +20.4k |
| CAHILL FINANCIAL ADVISORS INC 0.53% of their portfolio | 221.3k $4.9m | Reduced -2.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 219.4k $4.8m | Reduced -5.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 195.2k $4.3m | Added +219 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 181.5k $4.0m | Reduced -16.7k |
| Sanctuary Advisors, LLC 0.02% of their portfolio | 161.4k $3.6m | Reduced -139.2k |
| Cheviot Value Management, LLC 0.29% of their portfolio | 129.1k $2.9m | Reduced -41 |
| Corient Private Wealth LP 0.00% of their portfolio | 124.1k $2.7m | Added +61.6k |
| Mariner, LLC 0.00% of their portfolio | 120.1k $2.6m | Reduced -3.9k |
| Cetera Investment Advisers 0.00% of their portfolio | 115.6k $2.5m | Reduced -965 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 110.8k $2.4m | Reduced -108.7k |
| Creative Planning 0.00% of their portfolio | 107.0k $2.4m | Reduced -2.1k |
| Continuum Advisory, LLC 0.23% of their portfolio | 105.5k $2.3m | Added +7.1k |
| FIRST AMERICAN TRUST, FSB 0.14% of their portfolio | 93.1k $2.0m | Reduced -24.1k |
| VestGen Advisors, LLC 0.09% of their portfolio | 92.3k $2.0m | Reduced -17.9k |
| BRIAN LOW FINANCIAL GROUP, LLC 1.44% of their portfolio | 92.1k $2.0m | Added +1.2k |
| One Wealth Map LLC 1.02% of their portfolio | 88.1k $2.0m | Added +8.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 87.9k $1.9m | Added +30 |
| AAF Wealth Management, LLC 0.70% of their portfolio | 75.7k $1.7m | Reduced -3.5k |
| &PARTNERS 0.01% of their portfolio | 75.0k $1.6m | Reduced -2.8k |
| BRANDYWINE OAK PRIVATE WEALTH LLC 0.13% of their portfolio | 69.4k $1.5m | Unchanged |
| NewEdge Advisors, LLC 0.01% of their portfolio | 63.0k $1.4m | Reduced -4.8k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 61.6k $1.4m | Added +12.0k |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 58.5k $1.3m | Added +7.3k |
| Capital Investment Advisors, LLC 0.02% of their portfolio | 58.1k $1.3m | Reduced -446 |
| NESTEGG ADVISORS, INC. 1.08% of their portfolio | 57.6k $1.3m | Added +1.2k |
| Southland Equity Partners LLC 0.24% of their portfolio | 54.9k $1.2m | Reduced -426 |
| BCS Wealth Management 0.12% of their portfolio | 54.7k $1.2m | Added +27.3k |
| Freedom Financial Partners LLC 0.44% of their portfolio | 54.4k $1.2m | Added +552 |
| Parcion Private Wealth LLC 0.07% of their portfolio | 54.3k $1.2m | Reduced -8.8k |
| Capital Analysts, LLC 0.03% of their portfolio | 54.1k $1.2m | Reduced -2.4k |
| WINEBRENNER CAPITAL MANAGEMENT LLC 0.75% of their portfolio | 50.9k $1.1m | Added +10 |
| Institute for Wealth Management, LLC. 0.12% of their portfolio | 49.4k $1.1m | Reduced -200 |
| Accel Wealth Management 0.30% of their portfolio | 49.2k $1.1m | Reduced -24.0k |
| Cerity Partners LLC 0.00% of their portfolio | 45.2k $994.4k | Added +68 |
| Breakwater Capital Group 0.12% of their portfolio | 40.5k $890.9k | Added +452 |
| Legacy Financial Advisors, Inc. 0.12% of their portfolio | 40.4k $888.9k | Reduced -465 |
| WealthShield Partners, LLC 0.10% of their portfolio | 40.2k $883.8k | Reduced -190 |
| Eagle Strategies LLC 0.11% of their portfolio | 39.0k $858.0k | Added +498 |
| Private Advisor Group, LLC 0.00% of their portfolio | 38.3k $842.3k | Added +420 |
| Principle Wealth Partners LLC 0.05% of their portfolio | 38.3k $841.8k | Unchanged |
| DRIVE WEALTH MANAGEMENT, LLC 0.15% of their portfolio | 34.6k $761.0k | Added +3.7k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 32.7k $720.0k | Reduced -644 |
| IFG Advisory, LLC 0.03% of their portfolio | 30.9k $680.1k | Added +124 |
| GLOBALT Investments LLC / GA 0.02% of their portfolio | 29.7k $653.9k | Reduced -568 |
| Merit Financial Group, LLC 0.01% of their portfolio | 29.7k $652.6k | Reduced -3.4k |
| Appalachian Capital Management Ltd 0.47% of their portfolio | 26.9k $592.1k | First filing |
| Wood Tarver Financial Group, LLC 0.16% of their portfolio | 25.6k $562.0k | Reduced -1.1k |
| Alexander Randolph Advisory, Inc. 0.46% of their portfolio | 25.3k $555.9k | Added +4 |
| Cynosure Group, LLC 0.05% of their portfolio | 24.5k $539.5k | Reduced -24.5k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 24.2k $533.4k | Added +11 |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 24.2k $532.1k | Reduced -804 |
| Capital Advisors, Ltd. LLC 0.06% of their portfolio | 24.1k $531.0k | Added +32 |
| Golden State Wealth Management, LLC 0.06% of their portfolio | 23.7k $521.8k | Reduced -3.4k |
| Arkadios Wealth Advisors 0.01% of their portfolio | 23.7k $520.6k | Added +4 |
| SimpliFi, Inc. 0.21% of their portfolio | 22.5k $495.9k | Added +120 |
| BIP Wealth, LLC 0.02% of their portfolio | 21.8k $479.6k | Unchanged |
| Cornerstone Planning Group LLC 0.07% of their portfolio | 20.5k $468.1k | Unchanged |
| BLUEDOOR PRIVATE WEALTH, LLC 0.21% of their portfolio | 20.5k $450.3k | First filing |
| SAXON INTERESTS, INC. 0.16% of their portfolio | 20.1k $441.8k | Added +6.8k |
| FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio | 19.4k $426.6k | Added +1.8k |
| Sigma Planning Corp 0.01% of their portfolio | 18.9k $416.8k | Added +760 |
| STEPHENS INC /AR/ 0.01% of their portfolio | 18.6k $408.9k | Reduced -1.4k |
| Essex Financial Services, Inc. 0.02% of their portfolio | 18.1k $397.8k | Added +14 |
| Mutual Advisors, LLC 0.01% of their portfolio | 17.8k $390.8k | Reduced -1.7k |
| COMERICA BANK 0.00% of their portfolio | 17.1k $376.0k | Reduced -156 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 16.9k $372.0k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 16.4k $360.3k | Added +500 |
| SFG Wealth Management, LLC. 0.14% of their portfolio | 16.2k $357.1k | Added +335 |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 15.3k $337.6k | Unchanged |
| UMB Bank, n.a. 0.00% of their portfolio | 14.6k $321.2k | Not comparable |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 14.6k $320.6k | New |
| Keating Financial Advisory Services, Inc. 0.04% of their portfolio | 14.5k $319.6k | First filing |
| Western Wealth Management, LLC 0.01% of their portfolio | 13.8k $304.3k | Added +918 |
| Visionary Wealth Advisors 0.01% of their portfolio | 13.7k $300.8k | Unchanged |
| CALTON & ASSOCIATES, INC. 0.04% of their portfolio | 13.6k $298.9k | Added +587 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 12.9k $284.8k | Added +32 |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 12.6k $276.5k | New |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 12.4k $273.2k | Added +66 |
| Capital Investment Advisory Services, LLC 0.02% of their portfolio | 12.3k $270.3k | Added +193 |
| Genesis Wealth Advisors, LLC 0.16% of their portfolio | 10.7k $235.6k | Unchanged |
| Arax Advisory Partners 0.01% of their portfolio | 10.7k $234.9k | Added +1.5k |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio | 10.3k $227.5k | Added +55 |