Institutional Ownership
Invesco Floating Rate Esg Y
CUSIP 00141A586Mutual FundAFRYXQ1 2026
Institutional Holders
2
13F filers
Shares Held
6.4K
Aggregate institutional
Institutional Value
$40.5K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased0
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 3.9K | $24.8K | +75 | Added |
| 2 | Richardson Financial Services Inc. | 2.5K | $15.7K | +49 | Added |