EFAA Institutional Ownership
Invesco MSCI EAFE Income Advantage ETF
1W: -1.6%
1M: -3.0%
3M: -2.3%
YTD: +2.0%
1Y: +4.6%
$54.90
+0.50 (+0.92%)
Weekly Expected Move ±1.6%
$53
$54
$55
$56
$56
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EFAA
74
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
428M
Total Invested
15
New Positions
40
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,658,320 | 91M | +1,189,191 | +253.5% | 2Q | SEC ↗ |
| 2 | Invesco Ltd. | 1,492,000 | 82M | +104,000 | +7.5% | 8Q | SEC ↗ |
| 3 | LPL Financial LLC | 814,165 | 45M | +105,836 | +14.9% | 6Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 663,330 | 36M | +171,529 | +34.9% | 3Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 313,048 | 17M | +55,915 | +21.7% | 6Q | SEC ↗ |
| 6 | UBS Group AG | 191,659 | 11M | +43,905 | +29.7% | 4Q | SEC ↗ |
| 7 | Steward Partners Investment Advisory, | 188,181 | 10M | +21,846 | +13.1% | 7Q | SEC ↗ |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 159,664 | 9M | +1,745 | +1.1% | 3Q | SEC ↗ |
| 9 | Brookstone Capital Management NEW | 157,768 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 10 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 132,130 | 7M | -98,683 | -42.8% | 3Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 126,093 | 7M | +24,699 | +24.4% | 4Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 120,115 | 7M | +18,023 | +17.7% | 4Q | SEC ↗ |
| 13 | Private Advisor Group, LLC | 97,990 | 5M | -263,073 | -72.9% | 5Q | SEC ↗ |
| 14 | Chicago Partners Investment Group LLC | 95,125 | 5M | -250 | -0.3% | 3Q | SEC ↗ |
| 15 | NewEdge Advisors, LLC | 94,722 | 5M | +27,119 | +40.1% | 5Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 92,462 | 5M | -60,327 | -39.5% | 4Q | SEC ↗ |
| 17 | Lifestyle Asset Management, Inc. | 91,302 | 5M | +10,637 | +13.2% | 5Q | SEC ↗ |
| 18 | SageGuard Financial Group, LLC | 85,332 | 5M | +17,011 | +24.9% | 3Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC | 84,071 | 5M | +16,275 | +24.0% | 8Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 77,643 | 4M | +77,642 | +7764200.0% | 3Q | SEC ↗ |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 75,391 | 4M | +10,884 | +16.9% | 3Q | SEC ↗ |
| 22 | MJP ASSOCIATES INC /ADV | 67,961 | 4M | +8,457 | +14.2% | 4Q | SEC ↗ |
| 23 | Advisor OS, LLC | 67,961 | 4M | +8,457 | +14.2% | 4Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 62,539 | 3M | +18,454 | +41.9% | 4Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 59,292 | 3M | +11,987 | +25.3% | 5Q | SEC ↗ |
| 26 | Prospera Financial Services Inc | 53,836 | 3M | +4,211 | +8.5% | 3Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 52,237 | 3M | +34,706 | +198.0% | 5Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 46,048 | 3M | +23,979 | +108.7% | 7Q | SEC ↗ |
| 29 | Marshall & Sterling Wealth Advisors In | 45,938 | 3M | +7,459 | +19.4% | 2Q | SEC ↗ |
| 30 | Wealth Intelligence, LLC | 45,187 | 2M | +1,729 | +4.0% | 2Q | SEC ↗ |
| 31 | BROWN, LISLE/CUMMINGS, INC. | 38,760 | 2M | +5,756 | +17.4% | 7Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC NEW | 32,739 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 31,752 | 2M | -4,495 | -12.4% | 6Q | SEC ↗ |
| 34 | INSIGNEO ADVISORY SERVICES, LLC | 26,460 | 1M | +7,836 | +42.1% | 3Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 22,901 | 1M | +278 | +1.2% | 2Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 22,693 | 1M | +7,181 | +46.3% | 2Q | SEC ↗ |
| 37 | Joel Isaacson & Co., LLC | 19,093 | 1M | +2,295 | +13.7% | 5Q | SEC ↗ |
| 38 | NATIXIS ADVISORS, LLC NEW | 18,743 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | WCG Wealth Advisors LLC | 17,774 | 976K | +1,178 | +7.1% | 3Q | SEC ↗ |
| 40 | Wealthcare Advisory Partners LLC | 17,768 | 975K | +752 | +4.4% | 6Q | SEC ↗ |
| 41 | Western Wealth Management, LLC | 16,607 | 912K | -134 | -0.8% | 4Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP NEW | 13,823 | 759K | — | +0.0% | 1Q | SEC ↗ |
| 43 | FLAGSHIP HARBOR ADVISORS, LLC | 11,678 | 641K | -1,220 | -9.5% | 5Q | SEC ↗ |
| 44 | MADDEN SECURITIES Corp | 9,870 | 542K | — | +0.0% | 4Q | SEC ↗ |
| 45 | Apollon Wealth Management, LLC | 9,770 | 536K | +738 | +8.2% | 2Q | SEC ↗ |
| 46 | VERUS CAPITAL PARTNERS, LLC | 8,058 | 442K | +725 | +9.9% | 3Q | SEC ↗ |
| 47 | PRIVATE TRUST CO NA | 6,654 | 365K | — | +0.0% | 4Q | SEC ↗ |
| 48 | WINNACLE WEALTH LLC NEW | 6,529 | 358K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Summit Financial, LLC | 6,465 | 355K | +1,066 | +19.7% | 2Q | SEC ↗ |
| 50 | QP WEALTH MANAGEMENT, LLC | 6,202 | 340K | +35 | +0.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Brookstone Capital Management | 157,768 | 9M |
| CITADEL ADVISORS LLC | 32,739 | 2M |
| NATIXIS ADVISORS, LLC | 18,743 | 1M |
| TRUIST FINANCIAL CORP | 13,823 | 759K |
| WINNACLE WEALTH LLC | 6,529 | 358K |
| Madison Wealth Partners, Inc | 5,009 | 275K |
| Aurdan Capital Management, LLC | 4,994 | 274K |
| Integrated Wealth Concepts LLC | 4,435 | 243K |
| SHEETS SMITH WEALTH MANAGEMENT | 4,115 | 226K |
| Asset Allocation Strategies LLC | 3,840 | 211K |
| Wayfinding Financial, LLC | 3,769 | 207K |
| BlackRock, Inc. | 412 | 23K |
| Blue Trust, Inc. | 238 | 13K |
| AE Wealth Management LLC | 185 | 10K |
| OAKWORTH CAPITAL, INC. | 77 | 4K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Phillip James Consulting Co. | 39,934 | 2M |
| Split Rock Private Trading & Wealth | 33,448 | 2M |
| STEPHENS INC /AR | 5,200 | 285K |
| HRT FINANCIAL LP | 4,356 | 239K |
| OPTIMA CAPITAL LLC | 377 | 21K |
| Advisory Services Network, LLC | 370 | 20K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,189,191 | +253.5% | 1,658,320 |
| RAYMOND JAMES FINANCIAL INC | +171,529 | +34.9% | 663,330 |
| LPL Financial LLC | +105,836 | +14.9% | 814,165 |
| Invesco Ltd. | +104,000 | +7.5% | 1,492,000 |
| WELLS FARGO & COMPANY/MN | +77,642 | +7764200.0% | 77,643 |
| JONES FINANCIAL COMPANIES LLLP | +55,915 | +21.7% | 313,048 |
| UBS Group AG | +43,905 | +29.7% | 191,659 |
| OSAIC HOLDINGS, INC. | +34,706 | +198.0% | 52,237 |
| NewEdge Advisors, LLC | +27,119 | +40.1% | 94,722 |
| MML INVESTORS SERVICES, LLC | +24,699 | +24.4% | 126,093 |
| ROYAL BANK OF CANADA | +23,979 | +108.7% | 46,048 |
| Steward Partners Investment Advisor | +21,846 | +13.1% | 188,181 |
| STIFEL FINANCIAL CORP | +18,454 | +41.9% | 62,539 |
| ENVESTNET ASSET MANAGEMENT INC | +18,023 | +17.7% | 120,115 |
| SageGuard Financial Group, LLC | +17,011 | +24.9% | 85,332 |
| JANE STREET GROUP, LLC | +16,275 | +24.0% | 84,071 |
| COMMONWEALTH EQUITY SERVICES, LLC | +11,987 | +25.3% | 59,292 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +10,884 | +16.9% | 75,391 |
| Lifestyle Asset Management, Inc. | +10,637 | +13.2% | 91,302 |
| Advisor OS, LLC | +8,457 | +14.2% | 67,961 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -263,073 | -72.9% | 97,990 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | -98,683 | -42.8% | 132,130 |
| Cetera Investment Advisers | -60,327 | -39.5% | 92,462 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -9,688 | -62.4% | 5,828 |
| Visionary Wealth Advisors | -5,285 | -50.8% | 5,124 |
| BANK OF AMERICA CORP /DE | -4,495 | -12.4% | 31,752 |
| FLAGSHIP HARBOR ADVISORS, LLC | -1,220 | -9.5% | 11,678 |
| Adalta Capital Management LLC | -950 | -15.8% | 5,050 |
| Chicago Partners Investment Group L | -250 | -0.3% | 95,125 |
| Western Wealth Management, LLC | -134 | -0.8% | 16,607 |
| Equitable Holdings, Inc. | -50 | -1.0% | 4,765 |