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5%+ stakes · Schedule 13D and 13G

Invesco Exchange-Traded Self-Indexed Fund Trust: 5%+ holders

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Who has reported owning 5% or more of Invesco Exchange-Traded Self-Indexed Fund Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Invesco Exchange-Traded Self-Indexed Fund Trust. The largest reported stake is Invesco Ltd.'s, at 21.9%. 9 filings are on record since July 18, 2025 (Schedule 13G/A, August 13, 2026).

First Command Advisory Services, Inc. also filed stake reports on 6 other companies ↓

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Key facts

  • · Reporting person: First Command Advisory Services, Inc. · Sole voting: 0 · Shared voting: 475,064 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G, 2026-09-03
  • · Reporting person: Invesco Ltd. · Sole voting: 14,698,896 · Shared voting: 0 · Sole dispositive: 15,032,861 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-13
  • · Holder: First Command Advisory Services, Inc. · Percent: 7.8% · SCHEDULE 13G
  • · Holder: Invesco Ltd. · Percent: 24.2% · SCHEDULE 13G/A
  • · Holder: Bank of New York Mellon Corp · Percent: 15.2% · SCHEDULE 13G/A
At 5% or more3
Filings9
Latest filing2026-09-03

Invesco Exchange-Traded Self-Indexed Fund Trust has 9 Schedule 13D or 13G filings on record since 2025-07-18. 3 holders' latest filing reports 5% or more of exchange traded funds. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Invesco Ltd.21.9%15,032,861SCHEDULE 13G/A, 2026-08-132026-06-30
Bank of New York Mellon Corp15.2%841,091SCHEDULE 13G/A, 2026-04-282026-03-31
First Command Advisory Services, Inc.7.8%21,503,756SCHEDULE 13G, 2026-09-032026-08-31

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More on Invesco Exchange-Traded Self-Indexed Fund Trust and the records around it.

Companies that share a holder

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What the Full Report on Invesco Exchange-Traded Self-Indexed Fund Trust covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    9 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Invesco Ltd.14,698,896015,032,8610SCHEDULE 13G/A, 2026-08-13
First Command Advisory Services, Inc.0475,06400SCHEDULE 13G, 2026-09-03

The latest filing identifies Invesco Exchange-Traded Self-Indexed Fund Trust by CUSIP 46138J593 and gives its principal executive office as 3500 LACEY ROAD, SUITE 700, DOWNERS GROVE, IL 60515 (SCHEDULE 13G, 2026-09-03).

Timeline

FiledHolderPercentFiling
2025-07-18Bank of New York Mellon Corp14.1%SCHEDULE 13G/A
2025-08-07Invesco Ltd.24.1%SCHEDULE 13G/A
2025-10-28Bank of New York Mellon Corp18.7%SCHEDULE 13G/A
2026-02-12Invesco Ltd.25.9%SCHEDULE 13G/A
2026-04-28Bank of New York Mellon Corp15.2%SCHEDULE 13G/A
2026-05-06Invesco Ltd.24.2%SCHEDULE 13G/A
2026-05-07First Command Advisory Services, Inc.7.8%SCHEDULE 13G
2026-08-13Invesco Ltd.21.9%SCHEDULE 13G/A
2026-09-03First Command Advisory Services, Inc.7.8%SCHEDULE 13G

Questions about who owns Invesco Exchange-Traded Self-Indexed Fund Trust

Who owns Invesco Exchange-Traded Self-Indexed Fund Trust?

On this page, 3 holders' latest ownership filings report 5% or more of Invesco Exchange-Traded Self-Indexed Fund Trust: Invesco Ltd. (21.9%, Schedule 13G/A, filed 2026-08-13), Bank of New York Mellon Corp (15.2%, Schedule 13G/A, filed 2026-04-28) and First Command Advisory Services, Inc. (7.8%, Schedule 13G, filed 2026-09-03).

Who are the largest shareholders of Invesco Exchange-Traded Self-Indexed Fund Trust?

By the share each holder's latest filing reports, the largest holders of Invesco Exchange-Traded Self-Indexed Fund Trust on this page are Invesco Ltd. (21.9%), Bank of New York Mellon Corp (15.2%) and First Command Advisory Services, Inc. (7.8%).

When did Invesco Ltd. buy into Invesco Exchange-Traded Self-Indexed Fund Trust?

The filings give report dates, not purchase dates. The earliest filing from Invesco Ltd. on this page is the Schedule 13G/A, filed 2025-08-07, reporting 24.1%; its latest, Schedule 13G/A filed 2026-08-13, reports 21.9%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 9 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/invesco-exchange-traded-self-indexed-fund-trust
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Invesco Exchange-Traded Self-Indexed Fund Trust? 3 holders at 5% or more, largest Invesco Ltd. 21.9%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/invesco-exchange-traded-self-indexed-fund-trust