Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A804TOTAL RETURNGTOQ1 2026
Institutional Holders
199
13F filers
Shares Held
39.77M
Aggregate institutional
Institutional Value
$1.85B
Q1 2026
Net New Holders
-2
20 new · 22 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased93
Decreased62
Sold out22
Institutional Holders
199 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 4.83M | $225.96M | +291.3K | Added |
| 2 | Bank Of America Corp /De/ | 3.81M | $178.52M | +2.68M | Added |
| 3 | Envestnet Asset Management Inc | 3.29M | $153.90M | +297.2K | Added |
| 4 | Osaic Holdings, Inc. | 2.66M | $124.62M | −44.1K | Reduced |
| 5 | Invesco Ltd. | 2.00M | $93.69M | −2.18M | Reduced |
| 6 | Cwm, LLC | 1.79M | $83.67M | −274.3K | Reduced |
| 7 | Morgan Stanley | 1.62M | $75.90M | −101.7K | Reduced |
| 8 | Bank Of New York Mellon Corp | 1.33M | $62.34M | +191.8K | Added |
| 9 | Private Advisor Group, LLC | 1.27M | $59.24M | +125.3K | Added |
| 10 | Brio Consultants, LLC | 1.19M | $55.97M | +56.2K | Added |
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