Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V217S&P MDCP400 PRRFGQ1 2026
Institutional Holders
113
13F filers
Shares Held
1.83M
Aggregate institutional
Institutional Value
$98.55M
Q1 2026
Net New Holders
+9
13 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased28
Decreased24
Sold out4
Institutional Holders
113 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 223.6K | $12.25M | +1.8K | Added |
| 2 | New England Private Wealth Advisors LLC | 185.6K | $10.17M | +9 | Added |
| 3 | Lpl Financial LLC | 181.6K | $9.95M | −3.4K | Reduced |
| 4 | Coldstream Capital Management Inc | 74.8K | $4.10M | −203 | Reduced |
| 5 | Twelve Points Wealth Management LLC | 68.8K | $3.77M | −574 | Reduced |
| 6 | Wells Fargo & Company/Mn | 68.3K | $3.74M | +279 | Added |
| 7 | Bank Of America Corp /De/ | 49.7K | $2.73M | −6.5K | Reduced |
| 8 | Compton Wealth Advisory Group, LLC | 47.5K | $2.64M | 0 | Held |
| 9 | Ameritas Advisory Services, LLC | 44.5K | $2.44M | +1 | Added |
| 10 | Commonwealth Equity Services, LLC | 41.6K | $2.28M | −1.1K | Reduced |
103 more institutional holders on Premium
See every fund holding Invesco Exchange Traded Fd T, with full quarter-over-quarter share changes.
Unlock all holders