Invesco Real Assets ESG ETFIVRAETF
13F holders, Q3 2024 (September 30)4holders −3
1new positions
3sold out
$16.26avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Invesco Real Assets ESG ETF (IVRA) in their 13F filings, down 3 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were 1858 Wealth Management, LLC ($880K), Geneos Wealth Management Inc. ($28K) and Royal Bank of Canada ($1K).
- Company
- Invesco Real Assets ESG ETF
- CUSIP
- 46090A788
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $880K |
| Exits | 3 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 55,266 shares bought and 76,158 shares sold, net −20,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| 1858 Wealth Management, LLC | 0.72% | New | 54,091 | $880K |
| Geneos Wealth Management Inc. | 0.00% | Add +206.1% | 1,745 | $28K |
| Royal Bank of Canada | 0.00% | No change | 80 | $1K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $30 |
"% 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.