Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A879VAR RATE INVTVRIGQ1 2026
Institutional Holders
161
13F filers
Shares Held
42.77M
Aggregate institutional
Institutional Value
$1.06B
Q1 2026
Net New Holders
+13
29 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions29
Increased80
Decreased40
Sold out16
Institutional Holders
161 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 13.12M | $328.42M | −219.8K | Reduced |
| 2 | Lpl Financial LLC | 5.16M | $129.30M | −483.5K | Reduced |
| 3 | Morgan Stanley | 2.88M | $71.99M | +628.9K | Added |
| 4 | Bank Of New York Mellon Corp | 1.78M | $44.61M | +789.6K | Added |
| 5 | Osaic Holdings, Inc. | 1.45M | $36.25M | +362.7K | Added |
| 6 | Fiduciary Planning LLC | 989.8K | $24.78M | +11.9K | Added |
| 7 | Raymond James Financial Inc | 838.9K | $21.00M | +227.5K | Added |
| 8 | Stifel Financial Corp | 811.5K | $20.32M | −30.8K | Reduced |
| 9 | Harfst & Associates, Inc. | 789.7K | $19.77M | +445.6K | Added |
| 10 | Cherry Creek Investment Advisors, Inc. | 681.0K | $17.05M | −15.9K | Reduced |
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