Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A705S&P500 DOWNSIDPHDGQ1 2026
Institutional Holders
42
13F filers
Shares Held
1.06M
Aggregate institutional
Institutional Value
$28.19M
Q1 2026
Net New Holders
-2
3 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased8
Decreased22
Sold out5
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 79.5K | $3.00M | +4.9K | Added |
| 2 | Asset Allocation Strategies LLC | 63.7K | $2.41M | −21.3K | Reduced |
| 3 | Blueprint Investment Partners LLC | 63.6K | $2.40M | −14.8K | Reduced |
| 4 | Blueprint Financial Advisors LLC | 63.6K | $2.40M | −14.8K | Reduced |
| 5 | Wfa Of San Diego, LLC | 49.9K | $1.88M | +362 | Added |
| 6 | Private Advisor Group, LLC | 40.6K | $1.53M | −8.0K | Reduced |
| 7 | Old Mission Capital LLC | 38.8K | $1.46M | −25.1K | Reduced |
| 8 | Susquehanna International Group, LLP | 37.3K | $1.41M | +11.5K | Added |
| 9 | Kovack Advisors, Inc. | 33.2K | $1.26M | −2.2K | Reduced |
| 10 | Goldman Sachs Group Inc | 31.7K | $1.20M | +53 | Added |
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