Who Owns IVRA?
INVESCO ACTIVELY MANAGED EXC REAL ASSET — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
5
Total Inst. Value
$2.0M
% of Float Held
—
QoQ Holder Change
-2
Institutional data as of Q1 2025
New Positions
5
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLCNew | $997K | 61,418 |
| 2 | 1858 WEALTH MANAGEMENT, LLCNew | $952K | 58,655 |
| 3 | Geneos Wealth Management Inc.New | $13K | 825 |
| 4 | Kestra Advisory Services, LLCNew | $4 | 279 |
| 5 | ROYAL BANK OF CANADANew | $0 | 5 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CITADEL ADVISORS LLCNew | +61K | $997K |
| 1858 WEALTH MANAGEMENT, LLCNew | +59K | $952K |
| Geneos Wealth Management Inc.New | +825 | $13K |
| Kestra Advisory Services, LLCNew | +279 | $4 |
| ROYAL BANK OF CANADANew | +5 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold IVRA?
As of Q1 2025, 5 institutional investors report holding IVRA (INVESCO ACTIVELY MANAGED EXC REAL ASSET) in their 13F filings.
Which hedge fund owns the most IVRA?
The largest institutional holder of IVRA is CITADEL ADVISORS LLC with $997K in shares.
Are institutions buying or selling IVRA?
This quarter, 5 institutions opened new positions in IVRA and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.