13FBOX
INVESCO ACTIVELY MANAGED EXC · 13F Institutional Holdings
Options Calculator Rankings
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INVESCO ACTIVELY MANAGED EXC

GTOC
Institutions
19
Combined AUM (Q2 2026)
$529.4M
Combined Shares (Q2 2026)
22.0M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+7.4M
11 institutions added · 3 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-175,547
6 institutions reduced · 2 exits
Est. sell amount
⚖️ Net Share Change
+7.2M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$529.4M
Institutions
19
New Buys
3
Adds
8
Reduces
4
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Invesco Ltd.
0.04%0.05%#4$514.3M21.3M$332.6M14.0M+7.3M+52.28%Add
BENJAMIN EDWARDS INC
0.05%0.04%#3$5.3M207,693$4.4M175,178+32,515+18.56%Add
LPL Financial LLC
<0.01%<0.01%#8$3.2M143,927$3.1M142,118+1,809+1.27%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#12$1.7M68,212$1.9M85,762-17,550-20.46%Reduce
World Investment Advisors
0.02%0.02%#5$1.4M62,735$1.4M62,73500.00%Unchanged
Avestar Capital, LLC
0.06%0.06%#2$994,62644,519$965,08443,742+777+1.78%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#14$859,66534,320$00+34,320New Buy
Westside Investment Management, Inc.
0.06%0.07%#1$440,12919,700$434,64319,70000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#15$375,55214,993$2.4M106,761-91,768-85.96%Reduce
Stratos Wealth Partners, LTD.
<0.01%<0.01%#6$336,75515,073$260,52111,808+3,265+27.65%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#7$305,33013,666$296,42813,435+231+1.72%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$141,1906,320$283,51712,852-6,532-50.82%Reduce
UBS Group AG
<0.01%<0.01%#17$37,8251,693$1,49259+1,634+2,769.49%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#10$24,5761,100$24,2691,10000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#13$18,119811$18,798852-41-4.81%Reduce
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#18$4,086183$4,03518300.00%Unchanged
Wagner Wealth Management, LLC
<0.01%<0.01%#9$3,682165$3,575162+3+1.85%Add
Continuum Advisory, LLC
<0.01%#16$38215$00+15New Buy
MORGAN STANLEY
<0.01%#19$251$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow