Institutional Ownership
Invesco Actvely Mngd Etc Fd
CUSIP 46090F100OPTIMUM YIELDPDBCQ1 2026
Institutional Holders
443
13F filers
Shares Held
304.55M
Aggregate institutional
Institutional Value
$5.20B
Q1 2026
Net New Holders
+59
95 new · 36 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions95
Increased150
Decreased123
Sold out36
Institutional Holders
443 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 101.76M | $1.76B | +2.67M | Added |
| 2 | Empower Advisory Group, LLC | 34.50M | $597.57M | +1.61M | Added |
| 3 | Lpl Financial LLC | 30.76M | $532.80M | +498.3K | Added |
| 4 | Morgan Stanley | 20.88M | $361.69M | +1.81M | Added |
| 5 | State Street Corp | 8.94M | $154.80M | +2.70M | Added |
| 6 | Sigfig Wealth Management, LLC | 6.70M | $116.07M | −934.5K | Reduced |
| 7 | Charles Schwab Investment Management Inc | 5.50M | $95.31M | +5.50M | New |
| 8 | Manufacturers Life Insurance Company, The | 5.46M | $94.55M | −3.33M | Reduced |
| 9 | Bank Of America Corp /De/ | 4.90M | $84.86M | +183.9K | Added |
| 10 | Envestnet Asset Management Inc | 3.93M | $68.10M | −159.9K | Reduced |
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