Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A747ROCHESTER HIGH YIROCQ1 2026
Institutional Holders
17
13F filers
Shares Held
2.10M
Aggregate institutional
Institutional Value
$104.44M
Q1 2026
Net New Holders
+7
8 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased5
Decreased1
Sold out1
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1.83M | $92.22M | 0 | Held |
| 2 | Able Financial Group, LLC | 53.6K | $2.70M | +4.6K | Added |
| 3 | Arax Advisory Partners | 44.0K | $2.21M | +44.0K | New |
| 4 | Gladstone Institutional Advisory LLC | 38.6K | $1.94M | +38.6K | New |
| 5 | Jane Street Group, LLC | 26.1K | $1.31M | −20.0K | Reduced |
| 6 | Cetera Investment Advisers | 18.8K | $945.9K | +3.2K | Added |
| 7 | Osaic Holdings, Inc. | 14.9K | $752.1K | +6.7K | Added |
| 8 | Lpl Financial LLC | 14.8K | $743.7K | +7.3K | Added |
| 9 | Sanctuary Advisors, LLC | 10.1K | $511.2K | +4.2K | Added |
| 10 | Naples Global Advisors, LLC | 6.2K | $310.7K | +6.2K | New |
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