Invesco Real Assets ESG ETFIVRAETF
13F holders, Q4 2025 (December 31)5holders +1
1new positions
1sold out
$16.07avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Invesco Real Assets ESG ETF (IVRA) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Sunrise Financial Services, LLC ($3.1M), Geneos Wealth Management Inc. ($13K) and UBS Group AG ($4K).
- Company
- Invesco Real Assets ESG ETF
- CUSIP
- 46090A788
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 1 | $361K |
All 13F filers, Q3 2025 → Q4 2025: 242 shares bought and 21,501 shares sold, net −21,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sunrise Financial Services, LLC | 2.35% | — | 193,638 | $3.1M |
| Geneos Wealth Management Inc. | 0.00% | No change | 825 | $13K |
| UBS Group AG | 0.00% | New | 242 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $29 |
| Royal Bank of Canada | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is IVRA's weight in each manager's 13F, not the share of Invesco Real Assets ESG ETF the manager owns.