Who owns EFAA?
Invesco MSCI EAFE Income Advantage ETF · Invesco
70 institutions reported holding EFAA, worth $428.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EFAA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $92.5M | 1,658,320 | +1,189,191 shares |
| Invesco Ltd. | Atlanta, GA | $83.2M | 1,492,000 | +104,000 shares |
| LPL Financial LLC | Fort Mill, SC | $45.4M | 814,165 | +105,836 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $37.0M | 663,330 | +171,529 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $17.2M | 313,048 | +55,915 shares |
| UBS Group AG | Zurich, Switzerland | $10.7M | 191,659 | +43,905 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $10.5M | 188,181 | +21,846 shares |
| Prevail Innovative Wealth Advisors, LLC | Leawood, KS | $8.9M | 159,664 | +1,745 shares |
| Brookstone Capital Management | Wheaton, IL | $8.8M | 157,768 | New position |
| Lee Johnson Capital Management, LLC | Fort Worth, TX | $7.4M | 132,130 | −98,683 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EFAA?
70 institutional managers reported holding EFAA in Form 13F filings for June 30, 2026, worth $428.2M in total. The largest reported position was held by Morgan Stanley, at $92.5M.
Did institutions buy or sell EFAA last quarter?
Reported 13F value rose 40.6% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EFAA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.