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Invesco Real Assets ESG ETF (IVRA)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sunrise Financial Services, LLC
NEW
Shares193,638
Change+193,638
Value$3.1M
Filed 2026-02-11
Geneos Wealth Management Inc.
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$13.3K (-$602)
Filed 2026-01-28
UBS Group AG
NEW
Shares242
Change+242
Value$3.9K
Filed 2026-01-29
Royal Bank of Canada
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$0 ($0)
Filed 2026-02-17
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (+$7)
Filed 2026-05-27
Citadel Advisors LLC
CLOSED
Shares0 from 21,501
Change-21,501 (-100%)
Value$0 (-$361.1K)
Filed 2026-02-17
Status
Sunrise Financial Services, LLC
NEW193,638—+193,638——$3.1M—2026-02-11
Geneos Wealth Management Inc.
UNCHANGED82582500%$13.9K$13.3K-$6022026-01-28
UBS Group AG
NEW242—+242——$3.9K—2026-01-29
Royal Bank of Canada
UNCHANGED5500%$0$0$02026-02-17
Morgan Stanley
UNCHANGED1100%$22$29+$72026-05-27
Citadel Advisors LLC
CLOSED021,501-21,501-100%$361.1K$0-$361.1K2026-02-17
Showing 6 of 6 institutions