IVRA Institutional Ownership
Invesco Real Assets ESG ETF
1W: -0.8%
1M: +7.8%
3M: -1.6%
YTD: +11.2%
1Y: +1.0%
3Y: +21.2%
5Y: +49.2%
$15.98
Last traded 2026-02-23 — delisted
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Institutional Ownership — IVRA
4
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
4
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 0 | 0K | -242 | -100.0% | 1Q | SEC ↗ |
| 2 | MORGAN STANLEY | 0 | 0K | -1 | -100.0% | 2Q | SEC ↗ |
| 3 | Geneos Wealth Management Inc. | 0 | 0K | -825 | -100.0% | 15Q | SEC ↗ |
| 4 | Sunrise Financial Services, LLC | 0 | 0K | -193,638 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sunrise Financial Services, LLC | 193,638 | 3M |
| Geneos Wealth Management Inc. | 825 | 13K |
| UBS Group AG | 242 | 4K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.