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Invesco Real Assets ESG ETF (IVRA) Institutional Ownership

$15.98 0.00 (0.00%)
As of 09/25/2026
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Institutional Ownership Changes (13F Filings) for Invesco Real Assets ESG ETF (BATS:IVRA)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$19.87M
Number of
Institutional Sellers
(last 12 months)
0
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IVRA Institutional Buying and Selling by Quarter

Invesco Real Assets ESG ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.372,585$5.95M0.0%N/A45.998%
9/9/2026 Integrated Wealth Concepts LLC97,801$1.56M0.0%N/A12.074%
9/2/2026 Citadel Advisors LLC60,407$965K0.0%N/A7.458%
8/23/2026 Asset Allocation Strategies LLC135,739$2.17M0.3%N/A16.758%
8/22/2026 Compass Financial Management LLC6,076$97K0.0%N/A0.750%
8/22/2026 NWF Advisory Services Inc.8,900$142K0.0%N/A1.099%
8/22/2026 Concurrent Investment Advisors LLC291,375$4.66M0.0%N/A35.972%
8/20/2026 First PREMIER Bank262,005$4.19M0.6%N/A32.346%
11/17/2025 Citadel Advisors LLC21,501$361K0.0%+63.5%2.654%
7/25/20251858 Wealth Management LLC59,702$972K0.7%+1.8%7.371%
4/22/20251858 Wealth Management LLC58,655$952K0.8%+2.1%7.520%
2/12/2025National Bank of Canada FI77,164$1.19M0.0%N/A21.434%
1/27/20251858 Wealth Management LLC57,469$887K0.7%+6.2%15.964%
10/21/20241858 Wealth Management LLC54,091$880K0.7%N/A15.025%
11/8/2023J.P. Morgan Private Wealth Advisors LLC11,878$147K0.0%-10.6%5.164%
10/10/2023National Bank of Canada FI37,620$500K0.0%+135.0%16.357%
8/10/2023Cetera Investment Advisers22,344$301K0.0%-6.6%9.715%
7/28/2023First Republic Investment Management Inc.13,286$179K0.0%-13.4%5.777%
7/26/2023National Bank of Canada FI16,006$217K0.0%+14.0%6.959%
4/12/2023National Bank of Canada FI14,041$190K0.0%N/A6.105%
8/11/2022Cetera Investment Advisers13,081$177K0.0%N/A0.000%
7/22/2022Geneos Wealth Management Inc.2,184$30K0.0%N/A0.000%


IVRA Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of Invesco Real Assets ESG ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.95M), Concurrent Investment Advisors LLC ($4.66M), First PREMIER Bank ($4.19M), Asset Allocation Strategies LLC ($2.17M), Integrated Wealth Concepts LLC ($1.56M), National Bank of Canada FI ($1.19M), and 1858 Wealth Management LLC ($972K).Learn more on Invesco Real Assets ESG ETF's institutional investors.

Of the 10 institutional investors that purchased Invesco Real Assets ESG ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($372.59K), Concurrent Investment Advisors LLC ($291.38K), First PREMIER Bank ($262.01K), Asset Allocation Strategies LLC ($135.74K), Integrated Wealth Concepts LLC ($97.80K), National Bank of Canada FI ($77.16K), and Citadel Advisors LLC ($68.76K).

Institutional investors have bought a total of 1,243,242 shares in the last 24 months. This purchase volume represents approximately $19.87M in transactions.


Related Companies

Institutional ownership data for BATS:IVRA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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