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EFAA

Invesco MSCI EAFE Income Advantage ETF
1W: +1.1% 1M: -5.7% 3M: -2.7% YTD: -1.8% 1Y: +13.5%
$53.02
-0.18 (-0.34%)
After Hours: $45.91 (-7.11, -13.40%)
Weekly Expected Move ±3.1%
$48 $50 $51 $53 $54
ETF AMEX · AUM $204.5M

Institutional Ownership — EFAA

45
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
228M
Total Invested
14
New Positions
26
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Invesco Ltd. 1,465,000 $78M -185,000 -11.2% 6Q SEC ↗
2 LPL Financial LLC 536,601 $28M +114,090 +27.0% 4Q SEC ↗
3 Private Advisor Group, LLC 363,482 $19M +21,027 +6.1% 3Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC NEW 297,028 $16M +0.0% 1Q SEC ↗
5 LEE JOHNSON CAPITAL MANAGEMENT, LLC NEW 207,545 $11M +0.0% 1Q SEC ↗
6 JONES FINANCIAL COMPANIES LLLP 172,775 $9M +85,272 +97.5% 4Q SEC ↗
7 Steward Partners Investment Advisory, 132,620 $7M +33,043 +33.2% 5Q SEC ↗
8 UBS Group AG 114,323 $6M +59,234 +107.5% 2Q SEC ↗
9 JANE STREET GROUP, LLC 109,717 $6M -31,360 -22.2% 6Q SEC ↗
10 Cetera Investment Advisers 96,604 $5M +51,087 +112.2% 2Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 73,870 $4M +23,343 +46.2% 2Q SEC ↗
12 PREVAIL INNOVATIVE WEALTH ADVISORS, LL NEW 72,436 $4M +0.0% 1Q SEC ↗
13 MML INVESTORS SERVICES, LLC 71,257 $4M +20,730 +41.0% 2Q SEC ↗
14 Lifestyle Asset Management, Inc. 53,174 $3M +667 +1.3% 3Q SEC ↗
15 Advisor OS, LLC 46,997 $2M +16,212 +52.7% 2Q SEC ↗
16 MJP ASSOCIATES INC /ADV 46,997 $2M +21,509 +84.4% 2Q SEC ↗
17 NewEdge Advisors, LLC 42,124 $2M +1,521 +3.7% 3Q SEC ↗
18 STIFEL FINANCIAL CORP 37,233 $2M +22,034 +145.0% 2Q SEC ↗
19 BROWN, LISLE/CUMMINGS, INC. 30,839 $2M +3,446 +12.6% 5Q SEC ↗
20 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 29,599 $2M +0.0% 1Q SEC ↗
21 COMMONWEALTH EQUITY SERVICES, LLC 25,915 $1M +8,316 +47.3% 3Q SEC ↗
22 Chicago Partners Investment Group LLC NEW 25,050 $1M +0.0% 1Q SEC ↗
23 OSAIC HOLDINGS, INC. 16,414 $870K +10,632 +183.9% 3Q SEC ↗
24 Prospera Financial Services Inc NEW 16,181 $858K +0.0% 1Q SEC ↗
25 INSIGNEO ADVISORY SERVICES, LLC NEW 16,003 $848K +0.0% 1Q SEC ↗
26 Joel Isaacson & Co., LLC 14,541 $771K +4,837 +49.8% 3Q SEC ↗
27 WCG Wealth Advisors LLC NEW 14,279 $757K +0.0% 1Q SEC ↗
28 Wealthcare Advisory Partners LLC 12,994 $689K +662 +5.4% 4Q SEC ↗
29 Western Wealth Management, LLC 11,480 $609K +6,350 +123.8% 2Q SEC ↗
30 MADDEN SECURITIES Corp 9,970 $529K +510 +5.4% 2Q SEC ↗
31 BANK OF AMERICA CORP /DE/ 9,067 $481K +0.0% 4Q SEC ↗
32 FLAGSHIP HARBOR ADVISORS, LLC 8,629 $458K +1,679 +24.2% 3Q SEC ↗
33 CITADEL ADVISORS LLC NEW 8,236 $437K +0.0% 1Q SEC ↗
34 PRIVATE TRUST CO NA 6,094 $323K +3,800 +165.6% 2Q SEC ↗
35 VERUS CAPITAL PARTNERS, LLC NEW 5,244 $278K +0.0% 1Q SEC ↗
36 STEPHENS INC /AR/ 5,200 $276K +0.0% 2Q SEC ↗
37 ROYAL BANK OF CANADA 4,840 $257K +1,334 +38.0% 5Q SEC ↗
38 Cerity Partners LLC 4,000 $212K +0.0% 3Q SEC ↗
39 Stratos Wealth Partners, LTD. NEW 3,820 $203K +0.0% 1Q SEC ↗
40 NBC SECURITIES, INC. 1,150 $61K +400 +53.3% 2Q SEC ↗
41 Murphy & Mullick Capital Management Co NEW 800 $42K +0.0% 1Q SEC ↗
42 CIBC Private Wealth Group LLC 411 $22K +8 +2.0% 2Q SEC ↗
43 OPTIMA CAPITAL LLC NEW 377 $20K +0.0% 1Q SEC ↗
44 CWM, LLC 133 $7K +2 +1.5% 3Q SEC ↗
45 WELLS FARGO & COMPANY/MN NEW 1 $0K +0.0% 1Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +114,090 +27.0% 536,601
JONES FINANCIAL COMPANIES LLLP +85,272 +97.5% 172,775
UBS Group AG +59,234 +107.5% 114,323
Cetera Investment Advisers +51,087 +112.2% 96,604
Steward Partners Investment Advisor +33,043 +33.2% 132,620
ENVESTNET ASSET MANAGEMENT INC +23,343 +46.2% 73,870
STIFEL FINANCIAL CORP +22,034 +145.0% 37,233
MJP ASSOCIATES INC /ADV +21,509 +84.4% 46,997
Private Advisor Group, LLC +21,027 +6.1% 363,482
MML INVESTORS SERVICES, LLC +20,730 +41.0% 71,257
Advisor OS, LLC +16,212 +52.7% 46,997
OSAIC HOLDINGS, INC. +10,632 +183.9% 16,414
COMMONWEALTH EQUITY SERVICES, LLC +8,316 +47.3% 25,915
Western Wealth Management, LLC +6,350 +123.8% 11,480
Joel Isaacson & Co., LLC +4,837 +49.8% 14,541
PRIVATE TRUST CO NA +3,800 +165.6% 6,094
BROWN, LISLE/CUMMINGS, INC. +3,446 +12.6% 30,839
FLAGSHIP HARBOR ADVISORS, LLC +1,679 +24.2% 8,629
NewEdge Advisors, LLC +1,521 +3.7% 42,124
ROYAL BANK OF CANADA +1,334 +38.0% 4,840
Biggest Decreases (2)
HolderReducedChange %Total Shares
Invesco Ltd. -185,000 -11.2% 1,465,000
JANE STREET GROUP, LLC -31,360 -22.2% 109,717

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms