Invesco Bloomberg Enhanced FIFLNETF

13F holders, Q1 2025 (March 31)
116holders +1
16new positions
14sold out
1famous investor
$18.06avg. 13F price*

At the end of Q1 2025, 116 institutions reported holding Invesco Bloomberg Enhanced F (IFLN) in their 13F filings, up 1 from Q4 2024. 16 opened new positions and 14 sold out. The largest holders were Wells Fargo & Company ($25.2M), Bank of New York Mellon Corp ($24.7M) and LPL Financial LLC ($15.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Bloomberg Enhanced F
CUSIP
46138E719
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 125Q1 2024Q2 2024: 123Q2 2024Q3 2024: 116Q3 2024Q4 2024: 115Q4 2024Q1 2025: 116Q1 2025Q2 2025: 112Q2 2025Q3 2025: 108Q3 2025Q4 2025: 117Q4 2025Q1 2026: 110Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions16$3.1M
Exits14$10.1M

All 13F filers, Q4 2024 → Q1 2025: 603,587 shares bought and 3,694,730 shares sold, net −3,091,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

Wells Fargo & Company 0.01% Add +3.8% 1,392,948 $25.2M
Bank of New York Mellon Corp 0.00% Reduce -34.5% 1,366,411 $24.7M
LPL Financial LLC 0.01% Add +7.5% 845,119 $15.3M
Invesco Ltd. 0.00% Reduce -0.8% 787,610 $14.2M
Morgan Stanley 0.00% Add +2.4% 389,091 $7.0M
Advisors Preferred, LLC 0.86% Add +64.0% 352,238 $6.4M
MBL Wealth, LLC 0.64% Reduce -0.3% 351,598 $6.3M
Bank of America Corp. 0.00% Reduce -80.6% 327,842 $5.9M
Envestnet Asset Management Inc. 0.00% Reduce -25.1% 325,685 $5.9M
Revolve Wealth Partners, LLC 0.82% Reduce -0.2% 313,567 $5.7M
Truist Financial Corp. 0.01% Reduce -1.5% 283,736 $5.1M
Ameriprise Financial Inc. 0.00% Add +24.1% 266,299 $4.8M
Alliance Wealth Management Group 1.13% Reduce -1.9% 231,855 $4.2M
Towercrest Capital Management 0.80% Reduce -1.9% 231,855 $4.2M
Evergreen Capital Management LLC 0.13% Reduce -0.8% 220,791 $4.0M
Darwin Wealth Management, LLC 1.30% No change 213,858 $3.9M
Vontobel Holding Ltd. 0.01% Reduce -1.2% 208,867 $3.8M
Colorado Capital Management, Inc. 1.70% Reduce -1.1% 202,344 $3.7M
Islay Capital Management, LLC 2.29% Reduce -11.9% 186,454 $3.4M
Cetera Investment Advisers 0.01% Add +13.3% 170,058 $3.1M
Jane Street Group, LLC 0.00% Add +24.9% 129,808 $2.3M
Omega Financial Group, LLC 0.79% Reduce -4.5% 114,007 $2.1M
Benjamin Edwards Inc. 0.03% Add +2.3% 110,390 $2.0M
Goldman Sachs Group Inc. 0.00% New 95,261 $1.7M
Baird Financial Group, Inc. 0.00% Add +3.4% 82,771 $1.5M
Susquehanna International Group, LLP 0.00% Add +13.7% 77,390 $1.4M
Citadel Advisors 0.00% Reduce -6.7% 75,587 $1.4M
Stifel Financial Corp. 0.00% Add +2.6% 69,884 $1.3M
Osaic Holdings, Inc. 0.00% Add +22.5% 65,700 $1.2M
Prairiewood Capital, LLC 0.45% Add +8.3% 61,307 $1.1M
UBS Group AG 0.00% Reduce -2.3% 61,290 $1.1M
McAdam, LLC 0.07% Reduce -4.6% 58,592 $1.1M
Raymond James Financial Inc. 0.00% Add +16.3% 58,157 $1.1M
Lido Advisors, LLC 0.01% Reduce -4.9% 57,287 $1.0M
Royal Bank of Canada 0.00% Add +11.4% 54,784 $989K
WealthShield Partners, LLC 0.13% Reduce -0.2% 53,727 $970K
Moller Wealth Partners 0.23% Reduce -2.5% 51,862 $937K
Seros Financial, LLC 0.70% Reduce -6.2% 51,666 $933K
Great Waters Wealth Management 0.12% Reduce -1.0% 46,488 $840K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.6% 46,360 $837K
Wagner Wealth Management, LLC 0.19% Add +2.3% 42,307 $764K
GWN Securities Inc. 0.04% New 41,952 $763K
Valley Wealth Managers, Inc. 0.06% Reduce -14.3% 40,259 $727K
Commonwealth Equity Services, LLC 0.00% Add +24.3% 38,686 $699K
HighTower Advisors, LLC 0.00% Reduce -7.9% 37,485 $677K
Wealthspire Advisors, LLC 0.00% No change 35,498 $641K
Csenge Advisory Group 0.03% Add +14.2% 33,652 $602K
TD Private Client Wealth LLC 0.02% Reduce -0.2% 30,566 $552K
JPMorgan Chase & Co. 0.00% Reduce -3.9% 27,500 $497K
Dynamic Advisor Solutions LLC 0.02% Add +3.2% 26,538 $479K
Synovus Financial Corp. 0.01% Reduce -2.4% 23,419 $423K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.0% 22,548 $407K
Freedom Investment Management, Inc. 0.03% Reduce -13.1% 21,800 $394K
First International Bank & Trust 0.12% Reduce -88.9% 21,384 $386K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.6% 21,300 $385K
Prudent Investors Network, Inc. 0.11% Reduce -22.2% 21,002 $379K
Code Waechter LLC 0.31% Add +73.9% 20,975 $379K
Clearstead Trust, LLC 0.08% No change 20,500 $370K
Ausdal Financial Partners, Inc. 0.03% Add +3.3% 19,941 $360K
Kestra Advisory Services, LLC 0.00% Reduce -13.7% 18,350 $331K
&partners 0.00% Reduce -0.7% 16,704 $302K
HRT Financial LP 0.00% New 15,787 $285K
Patriot Financial Group Insurance Agency, LLC 0.04% New 15,427 $279K
First National Corp. /Ma/ 0.06% No change 14,945 $270K
Compound Planning, Inc. 0.01% Reduce -8.0% 14,864 $268K
Comerica Bank 0.00% Reduce -1.8% 14,831 $268K
Consolidated Portfolio Review Corp 0.04% Add +14.4% 13,866 $250K
Kingsview Wealth Management, LLC 0.00% Reduce -2.5% 13,523 $244K
Sowell Financial Services LLC 0.01% No change 13,123 $237K
Jones Financial Companies LLLP 0.00% Add +21.6% 12,156 $220K
Banque Cantonale Vaudoise 0.01% — 10,838 $196K
Strategic Advocates LLC 0.06% Reduce -13.0% 10,276 $186K
Friedenthal Financial 0.11% Reduce -9.1% 10,221 $185K
Blair William & Co. 0.00% Add +88.2% 4,985 $90K
FAS Wealth Partners, Inc. 0.01% Reduce -3.9% 4,498 $81K
Geneos Wealth Management Inc. 0.00% Reduce -96.6% 4,120 $74K
NewEdge Advisors, LLC 0.00% No change 4,117 $74K
US Bancorp \de 0.00% Add +0.3% 3,804 $69K
SOA Wealth Advisors, LLC. 0.01% Reduce -1.3% 3,599 $65K
Rialto Wealth Management, LLC 0.02% No change 3,305 $60K
DHJJ Financial Advisors, Ltd. 0.02% Reduce -4.3% 3,178 $57K
Cwm, LLC 0.00% Reduce -16.6% 3,135 $57K
Anfield Capital Management, LLC 0.02% Reduce -99.6% 2,406 $43K
Ameritas Investment Partners, Inc. 0.00% No change 1,674 $30K
Federation des caisses Desjardins du Quebec 0.00% No change 1,650 $30K
Bank of Montreal 0.00% No change 1,574 $28K
O'shaughnessy Asset Management, LLC 0.00% New 1,170 $21K
Lanark Financial, Inc. 0.00% — 1,109 $20K
Golden State Wealth Management, LLC 0.00% New 1,035 $19K
Arax Advisory Partners 0.00% No change 955 $17K
Millstone Evans Group, LLC 0.01% No change 923 $17K
Farther Finance Advisors, LLC 0.00% New 821 $15K
Parallel Advisors, LLC 0.00% No change 750 $14K
Richard W. Paul & Associates, LLC 0.01% No change 712 $13K
AdvisorNet Financial, Inc 0.00% New 586 $11K
Principal Securities, Inc. 0.00% No change 577 $10K
Front Row Advisors LLC 0.00% No change 450 $8K
Harbour Investments, Inc. 0.00% No change 433 $8K
CIBC Private Wealth Group LLC 0.00% New 387 $7K
Capital Investment Advisory Services, LLC 0.00% Reduce -11.4% 359 $6K

"% of holder's portfolio" is IFLN's weight in each manager's 13F, not the share of Invesco Bloomberg Enhanced F the manager owns.

Show all 116 holders