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Invesco Bloomberg Enhanced Fallen Angels ETF

Institutional holders · 13F as of Dec 31, 2025

572 holders

HolderValue ↓Shares% of shares
Invesco Ltd.$868.24M15,707,606—
The PNC Financial Services Group, Inc.$804.45M12,820,542—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$711.64M10,857,229—
BANK OF AMERICA CORP /DE$595.83M24,389,153—
LPL Financial LLC$297.07M7,469,338—
Morgan Stanley$228.82M3,954,922—
Bank of New York Mellon Corp/The$201.10M5,770,113—
WELLS FARGO & COMPANY/MN$193.04M5,784,772—
OSAIC HOLDINGS, INC.$110.76M1,581,320—
UBS Group AG$110.38M2,007,572—
AWM CAPITAL, LLC$88.53M837,940—
Cetera Investment Advisers$84.44M2,130,357—
Royal Bank of Canada$61.80M1,237,724—
Private Advisor Group, LLC$54.52M1,048,353—
ENVESTNET ASSET MANAGEMENT INC$51.53M1,260,791—
MEITAV INVESTMENT HOUSE LTD$49.06M1,066,020—
Composition Wealth, LLC$39.68M375,605—
COMMONWEALTH EQUITY SERVICES, LLC$37.22M682,569—
Sanctuary Advisors, LLC$37.02M588,524—
JPMORGAN CHASE & CO$34.49M621,044—
Brookstone Capital Management$31.89M301,814—
Johnson & White Wealth Management, LLC$30.76M551,664—
CASTLE WEALTH MANAGEMENT LLC$29.64M282,369—
Evergreen Capital Management LLC$28.96M1,193,197—
SYON CAPITAL LLC$28.34M1,308,476—
RAYMOND JAMES FINANCIAL INC$28.06M927,527—
SCHRODER INVESTMENT MANAGEMENT GROUP$26.83M600,000—
Creative Planning$26.76M713,350—
THE GOLDMAN SACHS GROUP, INC.$25.84M639,685—
HighTower Advisors, LLC$24.16M349,336—
Charles Schwab Trust Co$23.69M361,453—
DOCK STREET ASSET MANAGEMENT INC$23.18M219,653—
AMERIPRISE FINANCIAL INC$22.31M637,101—
EQUITABLE HOLDINGS, INC.$21.42M329,824—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.46M516,825—
Scarborough Advisors, LLC$18.22M661,426—
SEI INVESTMENTS CO$17.44M514,370—
BANQUE PICTET & CIE SA$17.05M327,973—
Petix & Botte Co$16.56M601,069—
CPR Investments Inc.$16.51M156,237—
NATIONAL BANK OF CANADA /FI$16.06M323,077—
Asset Allocation Strategies LLC$15.29M655,404—
Arlington Financial Advisors, LLC$15.02M229,222—
MML INVESTORS SERVICES, LLC$14.97M209,896—
First Command Advisory Services, Inc.$14.87M140,786—
Whitaker-Myers Wealth Managers, LTD.$14.39M424,436—
Federation des caisses Desjardins du Quebec$14.00M503,038—
Financial & Tax Architects, LLC$13.97M645,169—
Proficio Capital Partners LLC$13.72M299,439—
OLD MISSION CAPITAL LLC$13.53M260,165—
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