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Invesco MSCI EAFE Income Advantage ETF (EFAA) Institutional Ownership

$57.38 +0.04 (+0.07%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco MSCI EAFE Income Advantage ETF (NYSEARCA:EFAA)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$82.47M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$11.90M
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EFAA Institutional Buying and Selling by Quarter

Invesco MSCI EAFE Income Advantage ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC17,768$991K0.0%+4.4%0.182%
6/18/2026Western Wealth Management LLC16,741$883K0.0%+45.8%0.189%
6/3/2026 NewEdge Advisors LLC67,603$3.57M0.0%+60.5%0.763%
5/22/2026 Verus Capital Partners LLC7,333$387K0.0%+39.8%0.083%
5/19/2026Western Wealth Management LLC16,741$883K0.0%+45.8%0.189%
5/19/2026Bank of America Corp DE36,247$1.91M0.0%+210.8%0.409%
5/18/2026Adalta Capital Management LLC6,000$316K0.2%N/A0.068%
5/18/2026Royal Bank of Canada22,069$1.16M0.0%+356.0%0.249%
5/13/2026 Cetera Investment Advisers152,789$8.06M0.0%+58.2%1.724%
5/12/2026 Phillip James Consulting Co.39,934$2.11M1.6%N/A0.451%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.38,479$2.03M1.3%N/A0.434%
5/4/2026 Chicago Partners Investment Group LLC95,375$5.19M0.1%+280.7%1.076%
4/30/2026 IAG Wealth Partners LLC2,468$130K0.0%N/A0.029%
4/27/2026 Private Advisor Group LLC361,063$19.04M0.1%-0.7%4.452%
4/23/2026 SageGuard Financial Group LLC68,321$3.60M0.6%-2.2%0.842%
4/23/2026 Apollon Wealth Management LLC9,032$476K0.0%N/A0.111%
4/22/2026 Janney Montgomery Scott LLC15,512$818K0.0%N/A0.191%
4/20/2026Brown Lisle Cummings Inc.33,004$1.74M0.4%+7.0%0.407%
4/16/2026 Lee Johnson Capital Management LLC230,813$12.17M4.4%+11.2%2.846%
2/20/2026Sunbelt Securities Inc.967$52K0.0%N/A0.016%
2/19/2026Invesco Ltd.1,465,000$79.18M0.0%-11.2%24.581%
2/18/2026 NewEdge Advisors LLC42,124$2.28M0.0%+3.7%0.707%
2/17/2026 Cetera Investment Advisers96,604$5.22M0.0%+112.2%1.621%
2/17/2026Osaic Holdings Inc.16,414$887K0.0%+183.9%0.275%
2/17/2026 Private Advisor Group LLC363,482$19.65M0.1%+6.1%6.099%
2/17/2026Royal Bank of Canada4,840$262K0.0%+38.0%0.081%
2/16/2026 MML Investors Services LLC71,257$3.85M0.0%+41.0%1.196%
2/13/2026 Stifel Financial Corp37,233$2.01M0.0%+145.0%0.625%
2/12/2026Jane Street Group LLC109,717$5.93M0.0%-22.2%1.841%
2/12/2026Insigneo Advisory Services LLC16,003$865K0.1%N/A0.269%
2/12/2026 Commonwealth Equity Services LLC25,915$1.40M0.0%+47.3%0.435%
2/12/2026 Steward Partners Investment Advisory LLC132,620$7.17M0.0%+33.2%2.225%
2/11/2026 LPL Financial LLC536,601$29.00M0.0%+27.0%9.003%
2/11/2026 Lifestyle Asset Management Inc.53,174$2.87M0.9%+1.3%0.892%
2/11/2026 Verus Capital Partners LLC5,244$283K0.0%N/A0.088%
2/10/2026WCG Wealth Advisors LLC14,279$772K0.0%N/A0.240%
2/10/2026Murphy & Mullick Capital Management Corp800$43K0.0%N/A0.013%
2/9/2026 Prospera Financial Services Inc16,181$875K0.0%N/A0.271%
2/6/2026 Prevail Innovative Wealth Advisors LLC72,436$3.92M0.7%N/A1.215%
2/6/2026 MJP Associates Inc. ADV46,997$2.54M0.3%+84.4%0.789%
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2/5/2026Western Wealth Management LLC11,480$620K0.0%+123.8%0.193%
2/4/2026 MADDEN SECURITIES Corp9,970$539K0.2%+5.4%0.167%
2/4/2026 Advisor OS LLC46,997$2.54M0.2%+52.7%0.789%
1/30/2026 Joel Isaacson & Co. LLC14,541$786K0.0%+49.8%0.244%
1/29/2026 UBS Group AG114,323$6.18M0.0%+107.5%2.002%
1/29/2026 NBC Securities Inc.1,150$62K0.0%+53.3%0.020%
1/28/2026 Chicago Partners Investment Group LLC25,050$1.38M0.0%N/A0.439%
1/27/2026 SageGuard Financial Group LLC69,874$3.78M0.6%N/A1.224%
1/26/2026 Private Trust Co. NA6,094$329K0.0%+165.6%0.107%
1/23/2026 Split Rock Private Trading & Wealth Management LLC33,448$1.81M1.4%N/A0.613%
1/23/2026Brown Lisle Cummings Inc.30,839$1.67M0.4%+12.6%0.565%
1/21/2026 Flagship Harbor Advisors LLC8,629$466K0.0%+24.2%0.158%
1/20/2026 Stratos Wealth Partners LTD.3,820$207K0.0%N/A0.070%
1/14/2026 Wealthcare Advisory Partners LLC12,994$702K0.0%+5.4%0.238%
1/12/2026 Lee Johnson Capital Management LLC207,545$11.22M3.8%N/A3.801%
1/8/2026 Wealth Enhancement Advisory Services LLC29,599$1.62M0.0%N/A0.542%
1/7/2026 QP Wealth Management LLC4,771$258K0.2%N/A0.087%
11/17/2025 NewEdge Advisors LLC40,603$2.15M0.0%+42.1%0.942%
11/13/2025 UBS Group AG55,089$2.91M0.0%N/A1.278%
11/13/2025 Private Advisor Group LLC342,455$18.11M0.1%+6.0%7.946%
11/12/2025 Advisor OS LLC30,785$1.63M0.1%N/A0.714%
11/7/2025 MJP Associates Inc. ADV25,488$1.35M0.2%N/A0.591%
11/7/2025 Wealthcare Advisory Partners LLC12,332$652K0.0%+28.4%0.286%
11/6/2025Western Wealth Management LLC5,130$271K0.0%N/A0.119%
11/5/2025 Flagship Harbor Advisors LLC6,950$367K0.0%+13.9%0.161%
11/5/2025 Envestnet Asset Management Inc.50,527$2.67M0.0%N/A1.172%
11/4/2025Jones Financial Companies Lllp87,503$4.58M0.0%+122.4%2.030%
10/30/2025 Joel Isaacson & Co. LLC9,704$513K0.0%+25.7%0.239%
10/27/2025 Stephens Inc. AR5,200$275K0.0%N/A0.128%
10/24/2025 MADDEN SECURITIES Corp9,460$500K0.2%N/A0.233%
10/15/2025 Private Trust Co. NA2,294$121K0.0%N/A0.059%
10/10/2025Brown Lisle Cummings Inc.27,393$1.45M0.4%+32.9%0.701%
10/9/2025 Lifestyle Asset Management Inc.52,507$2.78M0.9%+16.4%1.343%
9/4/2025Osaic Holdings Inc.1,303$67K0.0%N/A0.041%
8/15/2025Bank of America Corp DE11,817$610K0.0%+329.7%0.368%
8/14/2025Jane Street Group LLC14,728$760K0.0%+172.6%0.459%
8/14/2025 NewEdge Advisors LLC28,566$1.47M0.0%N/A0.890%
8/14/2025Cerity Partners LLC4,000$206K0.0%N/A0.125%
8/13/2025Invesco Ltd.1,650,000$85.11M0.0%-3.4%51.402%
8/12/2025 Steward Partners Investment Advisory LLC17,077$881K0.0%+1.5%0.532%
8/4/2025 Flagship Harbor Advisors LLC6,100$315K0.0%N/A0.196%
7/23/2025 Joel Isaacson & Co. LLC7,719$398K0.0%N/A0.248%
7/22/2025 Wealthcare Advisory Partners LLC9,601$495K0.0%+94.0%0.309%
7/16/2025Brown Lisle Cummings Inc.20,607$1.06M0.3%+17.6%0.663%
7/9/2025 Lifestyle Asset Management Inc.45,112$2.33M1.1%N/A1.451%
5/19/2025Jane Street Group LLC5,403$263K0.0%-93.8%0.189%
5/12/2025Invesco Ltd.1,708,000$83.24M0.0%-17.8%59.720%
5/7/2025LPL Financial LLC168,603$8.22M0.0%N/A6.586%
4/22/2025Brown Lisle Cummings Inc.17,527$854K0.2%+1,005.8%0.685%
4/15/2025Wealthcare Advisory Partners LLC4,948$241K0.0%N/A0.240%
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2/14/2025Jane Street Group LLC87,774$4.10M0.0%-76.4%0.000%
2/6/2025Steward Partners Investment Advisory LLC13,046$610K0.0%N/A0.000%
1/27/2025Brown Lisle Cummings Inc.1,585$74K0.0%N/A0.000%
11/15/2024Jane Street Group LLC372,672$18.92M0.0%N/A0.000%


EFAA Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Invesco MSCI EAFE Income Advantage ETF. The most heavily invested institutionals were Invesco Ltd. ($79.18M), LPL Financial LLC ($29.00M), Private Advisor Group LLC ($19.04M), Lee Johnson Capital Management LLC ($12.17M), Cetera Investment Advisers ($8.06M), Steward Partners Investment Advisory LLC ($7.17M), and UBS Group AG ($6.18M).Learn more on Invesco MSCI EAFE Income Advantage ETF's institutional investors.

Of the 48 institutional investors that purchased Invesco MSCI EAFE Income Advantage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($382.00K), LPL Financial LLC ($282.69K), Lee Johnson Capital Management LLC ($230.81K), UBS Group AG ($114.32K), Cetera Investment Advisers ($107.27K), Chicago Partners Investment Group LLC ($95.38K), and Prevail Innovative Wealth Advisors LLC ($72.44K).

Institutional investors have bought a total of 1,540,691 shares in the last 24 months. This purchase volume represents approximately $82.47M in transactions.

The following institutional investors have sold Invesco MSCI EAFE Income Advantage ETF stock in the last 24 months: Invesco Ltd. ($185K), Jane Street Group LLC ($31.36K), Private Advisor Group LLC ($2.42K), and SageGuard Financial Group LLC ($1.55K).

Institutional investors have sold a total of 220,332 shares in the last 24 months. This volume of shares sold represents approximately $11.90M in transactions.



Institutional ownership data for NYSEARCA:EFAA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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