Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A887ULTRA SHRT DURGSYQ1 2026
Institutional Holders
288
13F filers
Shares Held
48.77M
Aggregate institutional
Institutional Value
$2.34B
Q1 2026
Net New Holders
+25
45 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions45
Increased116
Decreased91
Sold out20
Institutional Holders
288 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 6.46M | $323.95M | +1.27M | Added |
| 2 | Morgan Stanley | 5.49M | $275.19M | +884.0K | Added |
| 3 | Wells Fargo & Company/Mn | 4.13M | $206.97M | +267.9K | Added |
| 4 | Bank Of America Corp /De/ | 2.89M | $145.04M | +1.75M | Added |
| 5 | Bramshill Investments, LLC | 1.98M | $99.26M | −41.3K | Reduced |
| 6 | Ubs Group AG | 1.82M | $91.45M | +257.6K | Added |
| 7 | Capital Asset Advisory Services LLC | 1.47M | $73.57M | +218.7K | Added |
| 8 | Axxcess Wealth Management, LLC | 1.44M | $71.96M | +83.5K | Added |
| 9 | Cetera Investment Advisers | 1.38M | $69.05M | +265.6K | Added |
| 10 | Raymond James Financial Inc | 1.24M | $62.06M | +201.3K | Added |
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