Institutional Ownership
Invesco Bd Fd
CUSIP 46132L107COMVBFQ1 2026
Institutional Holders
48
13F filers
Shares Held
4.20M
Aggregate institutional
Institutional Value
$46.62M
Q1 2026
Net New Holders
+1
6 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased16
Decreased16
Sold out5
Institutional Holders
48 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 364.6K | $5.47M | +215.2K | Added |
| 2 | Allspring Global Investments Holdings, LLC | 294.6K | $4.42M | +99.5K | Added |
| 3 | Jones Financial Companies Lllp | 280.9K | $4.16M | +32.2K | Added |
| 4 | Morgan Stanley | 206.8K | $3.10M | +1.8K | Added |
| 5 | Guggenheim Capital LLC | 203.1K | $3.05M | +26.2K | Added |
| 6 | Legacy Financial Independent Advisors LLC | 190.4K | $2.86M | +190.4K | First Filing |
| 7 | Wells Fargo & Company/Mn | 155.6K | $2.33M | −5.7K | Reduced |
| 8 | Invesco Ltd. | 153.1K | $2.30M | −3.3K | Reduced |
| 9 | Wolverine Asset Management LLC | 139.9K | $2.10M | +45.9K | Added |
| 10 | Wealthbridge Capital Management, LLC | 131.1K | $1.97M | −1.4K | Reduced |
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