Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A739SHORT DURATION TGTOSQ1 2026
Institutional Holders
11
13F filers
Shares Held
4.45M
Aggregate institutional
Institutional Value
$110.87M
Q1 2026
Net New Holders
+5
6 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased2
Decreased2
Sold out1
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 4.24M | $105.84M | +236.5K | Added |
| 2 | Citadel Advisors LLC | 91.5K | $2.28M | −1.2K | Reduced |
| 3 | Mowery & Schoenfeld Wealth Management, LLC | 47.9K | $1.20M | +47.9K | New |
| 4 | Susquehanna International Group, LLP | 16.8K | $418.7K | +16.8K | New |
| 5 | Jane Street Group, LLC | 16.4K | $408.1K | +16.4K | New |
| 6 | Phillip James Consulting Co. | 14.5K | $296.0K | +14.5K | New |
| 7 | Claro Advisors Inc. | 9.2K | $228.8K | −2.1K | Reduced |
| 8 | Wagner Wealth Management, LLC | 7.3K | $181.3K | +75 | Added |
| 9 | Sunrise Financial Services, LLC | 600 | $15.0K | 0 | Held |
| 10 | Osaic Holdings, Inc. | 190 | $4.7K | +190 | New |
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