INVESCO ACTIVELY MANAGED EXC (IVRA)
Institutional ownership reported to the SEC as of Q4 2025, across 20 quarters.
4
Reporting holders
$3.1M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sunrise Financial Services, LLC | $3.1M | 193,638 | 2.35% | new | FIRST |
| Geneos Wealth Management Inc. | $13.3K | 825 | 0.00% | 15q | HELD |
| UBS Group AG | $3.9K | 242 | 0.00% | new | NEW |
| MORGAN STANLEY | $29 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 4 | $3.1M | 194,706 | 1 | 0 | 0 | 0.0% |
| Q3 2025 | 3 | $375.0K | 22,327 | 1 | 1 | 0 | 0.0% |
| Q2 2025 | 3 | $1.2M | 73,674 | 0 | 1 | 2 | 0.0% |
| Q1 2025 | 4 | $2.0M | 122,002 | 2 | 2 | 0 | 0.0% |
| Q4 2024 | 5 | $2.1M | 136,717 | 2 | 1 | 1 | 0.0% |
| Q3 2024 | 4 | $909.5K | 55,917 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 6 | $1.1M | 76,809 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 6 | $718.4K | 53,042 | 1 | 0 | 3 | 0.0% |
| Q4 2023 | 7 | $1.2M | 86,430 | 1 | 3 | 0 | 0.0% |
| Q3 2023 | 8 | $1.2M | 97,083 | 1 | 3 | 3 | 0.0% |
| Q2 2023 | 7 | $1.5M | 108,942 | 0 | 2 | 3 | 0.0% |
| Q1 2023 | 7 | $1.5M | 108,372 | 2 | 2 | 1 | 0.0% |
| Q4 2022 | 7 | $1.1M | 85,184 | 1 | 3 | 1 | 0.0% |
| Q3 2022 | 7 | $1.0M | 80,542 | 1 | 1 | 2 | 0.0% |
| Q2 2022 | 6 | $1.1M | 78,162 | 3 | 2 | 0 | 0.0% |
| Q1 2022 | 4 | $652.0K | 41,195 | 1 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $413.0K | 27,289 | 1 | 1 | 1 | 0.0% |
| Q3 2021 | 4 | $241.0K | 16,917 | 2 | 1 | 1 | 0.0% |
| Q2 2021 | 2 | $14.0K | 1,013 | 1 | 1 | 0 | 0.0% |
| Q1 2021 | 2 | $24.0K | 1,835 | 2 | 0 | 0 | 0.0% |