We are live on ! Find out more
EFAA

Invesco MSCI EAFE Income Advantage ETF
EFAA

61 hedge funds and large institutions have $310M invested in Invesco MSCI EAFE Income Advantage ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 5

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $237M → $310M (+$72.7M)

24% more funds holding

Funds holding: 49 → 61 (+12)

6.83% less ownership

Funds ownership: 83.44% → 76.61% (-6.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
35
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.7M
2
LPL Financial
LPL Financial
California
+$9.41M
3
Raymond James Financial
Raymond James Financial
Florida
+$7.59M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.69M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.62M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.22M
2
Jane Street
Jane Street
New York
-$2.3M
3
SRPTWM
Split Rock Private Trading & Wealth Management
Minnesota
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$445K
5
SI
Stephens Inc
Arkansas
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
26
Marshall & Sterling Wealth Advisors
New York
$2.03M +$2.11M +38,479 New
Bank of America
27
Bank of America
North Carolina
$1.91M +$1.35M +24,584 +211%
BLC
28
Brown, Lisle/Cummings
Rhode Island
$1.74M +$119K +2,165 +7%
IA
29
IFP Advisors
Florida
$1.19M +$1.24M +22,623 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.16M +$944K +17,229 +356%
IAS
31
Insigneo Advisory Services
Florida
$982K +$144K +2,621 +16%
Osaic Holdings
32
Osaic Holdings
Arizona
$925K +$61.2K +1,117 +7%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$897K +$220K +4,022 +31%
JIC
34
Joel Isaacson & Co
New York
$886K +$124K +2,257 +16%
WWM
35
Western Wealth Management
Colorado
$883K +$288K +5,261 +46%
WWA
36
WCG Wealth Advisors
Nevada
$875K +$127K +2,317 +16%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$818K +$850K +15,516 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$818K +$850K +15,512 New
PJC
39
Phillip James Consulting
Minnesota
$779K +$2.19M +39,934 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$680K +$234K +4,269 +49%
VWA
41
Visionary Wealth Advisors
Illinois
$549K +$571K +10,409 New
MS
42
Madden Securities
Texas
$521K -$5.48K -100 -1%
AWM
43
Apollon Wealth Management
South Carolina
$476K +$495K +9,032 New
VCP
44
Verus Capital Partners
Arizona
$387K +$115K +2,089 +40%
PTC
45
Private Trust Company
Ohio
$378K +$30.7K +560 +9%
QWM
46
QP Wealth Management
New Jersey
$325K +$76.5K +1,396 +29%
ACM
47
Adalta Capital Management
New York
$316K +$329K +6,000 New
SF
48
Summit Financial
New Jersey
$285K +$296K +5,399 New
EH
49
Equitable Holdings
New York
$254K +$264K +4,815 New
SWP
50
Stratos Wealth Partners
Ohio
$238K +$37.5K +684 +18%
1
2
3

EFAA Hedge Fund Activity: Q1 2026 in Review

61 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI EAFE Income Advantage ETF (EFAA) for Q1 2026, worth a combined $310M — up 31% from $237M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EFAA positions and 4 closed out — a net gain of 13 holders — while 35 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $25.7M. The largest seller was Invesco, cutting an estimated $4.22M.

  • 61 institutional investors held Invesco MSCI EAFE Income Advantage ETF (EFAA) as of Q1 2026, up from 49 in Q4 2025.
  • Funds reported $310M of Invesco MSCI EAFE Income Advantage ETF stock for Q1 2026, up 31% quarter-over-quarter.
  • 17 funds opened new Invesco MSCI EAFE Income Advantage ETF positions in Q1 2026 and 4 closed out, a net change of +13 holders.
  • The largest Invesco MSCI EAFE Income Advantage ETF buyer in Q1 2026 was Morgan Stanley, an estimated $25.7M added.
  • The largest Invesco MSCI EAFE Income Advantage ETF seller in Q1 2026 was Invesco, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2026.