Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A697S&P 500 EQUAL WERSPAQ1 2026
Institutional Holders
69
13F filers
Shares Held
9.66M
Aggregate institutional
Institutional Value
$442.48M
Q1 2026
Net New Holders
+11
19 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased39
Decreased10
Sold out8
Institutional Holders
69 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 4.30M | $215.05M | −74.4K | Reduced |
| 2 | Lpl Financial LLC | 989.3K | $49.46M | +345.7K | Added |
| 3 | Jones Financial Companies Lllp | 418.2K | $20.63M | +127.4K | Added |
| 4 | Morgan Stanley | 406.0K | $20.30M | +406.0K | New |
| 5 | Wells Fargo & Company/Mn | 314.6K | $15.73M | +284.2K | Added |
| 6 | Matthew Goff Investment Advisor, LLC | 71.3K | $13.68M | +71.3K | New |
| 7 | Ubs Group AG | 252.8K | $12.64M | +86.2K | Added |
| 8 | Cetera Investment Advisers | 206.5K | $10.32M | +82.6K | Added |
| 9 | Retirement Financial Solutions, LLC | 186.8K | $9.34M | +3.6K | Added |
| 10 | Prevail Innovative Wealth Advisors, LLC | 167.7K | $8.39M | +104.7K | Added |
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