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Invesco Real Assets ESG ETF (IVRA) Institutional Ownership

$15.98 0.00 (0.00%)
As of 09/4/2026
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Institutional Ownership Changes (13F Filings) for Invesco Real Assets ESG ETF (BATS:IVRA)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$12.36M
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
9/2/2026 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, the following institutional investors and hedge funds held shares of Invesco Real Assets ESG ETF shares: Concurrent Investment Advisors LLC ($4.66M), First PREMIER Bank ($4.19M), Asset Allocation Strategies LLC ($2.17M), National Bank of Canada FI ($1.19M), 1858 Wealth Management LLC ($972K), Citadel Advisors LLC ($965K), and NWF Advisory Services Inc. ($142K).Learn more on Invesco Real Assets ESG ETF's institutional investors.

The following institutional investors have purchased Invesco Real Assets ESG ETF's stock in the last 24 months: Concurrent Investment Advisors LLC ($291.38K), First PREMIER Bank ($262.01K), Asset Allocation Strategies LLC ($135.74K), National Bank of Canada FI ($77.16K), Citadel Advisors LLC ($68.76K), 1858 Wealth Management LLC ($59.70K), and NWF Advisory Services Inc. ($8.90K).

Institutional investors have bought a total of 772,856 shares in the last 24 months. This purchase volume represents approximately $12.36M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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