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EFAA

Invesco MSCI EAFE Income Advantage ETF

21 hedge funds and large institutions have $130M invested in Invesco MSCI EAFE Income Advantage ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

110% more funds holding

Funds holding: 1021 (+11)

38% more capital invested

Capital invested by funds: $94.1M → $130M (+$35.4M)

10.3% less ownership

Funds ownership: 93.72%83.42% (-10%)

Holders
21
Holders Change
+11
Holders Change %
+110%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$85.1M -$2.88M -58,000 -3%
PAG
2
Private Advisor Group
New Jersey
$16.7M +$16.1M +323,207 New
LPL Financial
3
LPL Financial
California
$15.4M +$6.47M +130,039 +77%
LAM
4
Lifestyle Asset Management
Texas
$2.33M +$2.24M +45,112 New
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.03M +$1.76M +35,371 +890%
NA
6
NewEdge Advisors
Louisiana
$1.47M +$1.42M +28,566 New
BLC
7
Brown, Lisle/Cummings
Rhode Island
$1.06M +$153K +3,080 +18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$952K +$918K +18,452 New
SPIA
9
Steward Partners Investment Advisory
New York
$881K +$12.2K +245 +1%
Jane Street
10
Jane Street
New York
$760K +$464K +9,325 +173%
Bank of America
11
Bank of America
North Carolina
$610K +$451K +9,067 +330%
AAS
12
Avantax Advisory Services
Texas
$584K +$563K +11,328 New
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$495K +$231K +4,653 +94%
JIC
14
Joel Isaacson & Co
New York
$398K +$384K +7,719 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$315K +$303K +6,100 New
Cerity Partners
16
Cerity Partners
New York
$206K +$199K +4,000 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$137K +$5.67K +114 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$67.2K +$64.8K +1,303 New
JP Morgan Chase
19
JP Morgan Chase
New York
$20.6K +$14.9K +300 +300%
Raymond James Financial
20
Raymond James Financial
Florida
$9.44K +$9.1K +183 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.37K +128 New

EFAA Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI EAFE Income Advantage ETF (EFAA) for Q2 2025, worth a combined $130M — up 38% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EFAA positions and 0 closed out — a net gain of 11 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $16.1M. The largest seller was Invesco, cutting an estimated $2.88M.

  • 21 institutional investors held Invesco MSCI EAFE Income Advantage ETF (EFAA) as of Q2 2025, up from 10 in Q1 2025.
  • Funds reported $130M of Invesco MSCI EAFE Income Advantage ETF stock for Q2 2025, up 38% quarter-over-quarter.
  • 11 funds opened new Invesco MSCI EAFE Income Advantage ETF positions in Q2 2025 and 0 closed out, a net change of +11 holders.
  • The largest Invesco MSCI EAFE Income Advantage ETF buyer in Q2 2025 was Private Advisor Group, an estimated $16.1M added.
  • The largest Invesco MSCI EAFE Income Advantage ETF seller in Q2 2025 was Invesco, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2025.