Invesco Real Assets ESG ETFIVRAETF
13F holders, Q4 2024 (December 31)5holders +1
2new positions
1sold out
$15.43avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Invesco Real Assets ESG ETF (IVRA) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were National Bank of Canada ($1.2M), 1858 Wealth Management, LLC ($887K) and Geneos Wealth Management Inc. ($18K).
- Company
- Invesco Real Assets ESG ETF
- CUSIP
- 46090A788
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.2M |
| Exits | 1 | $1K |
All 13F filers, Q3 2024 → Q4 2024: 81,450 shares bought and 650 shares sold, net +80,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| National Bank of Canada | 0.00% | New | 77,164 | $1.2M |
| 1858 Wealth Management, LLC | 0.70% | Add +6.3% | 57,469 | $887K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -32.7% | 1,175 | $18K |
| AE Wealth Management LLC | 0.00% | New | 908 | $14K |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% 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.