Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V167S&P SML600 VALRZVQ1 2026
Institutional Holders
64
13F filers
Shares Held
906.8K
Aggregate institutional
Institutional Value
$110.20M
Q1 2026
Net New Holders
+0
8 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased25
Decreased14
Sold out8
Institutional Holders
64 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Systematic Alpha Investments, LLC | 306.5K | $38.13M | 0 | Held |
| 2 | Lpl Financial LLC | 85.4K | $10.62M | +14.2K | Added |
| 3 | Armbruster Capital Management, Inc. | 66.1K | $8.22M | +181 | Added |
| 4 | Wealthcare Advisory Partners LLC | 51.9K | $6.45M | −22.1K | Reduced |
| 5 | Theory Financial LLC | 37.8K | $4.70M | +9.5K | Added |
| 6 | Raymond James Financial Inc | 37.7K | $4.69M | +37.7K | New |
| 7 | Bank Of America Corp /De/ | 32.3K | $4.02M | −1.1K | Reduced |
| 8 | Stifel Financial Corp | 20.7K | $2.57M | +10.7K | Added |
| 9 | Morgan Stanley | 19.4K | $2.42M | +762 | Added |
| 10 | Commonwealth Equity Services, LLC | 17.4K | $2.16M | +4.8K | Added |
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