Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V258S&P500 PUR VALRPVQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
5.7%
Max % of class reported
Institutional Holders
227
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Apr 21, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.77M | $190.30M |
| 2 | Bank Of America Corp /De/ | 1.23M | $131.66M |
| 3 | Principal Financial Group Inc | 943.2K | $101.29M |
| 4 | Assetmark, Inc | 708.9K | $76.13M |
| 5 | Armbruster Capital Management, Inc. | 370.0K | $39.74M |
| 6 | Ubs Group AG | 287.6K | $30.89M |
| 7 | Mount Lucas Management LP | 278.7K | $29.93M |
| 8 | Lpl Financial LLC | 267.4K | $28.72M |
| 9 | Fidelity D & D Bancorp Inc | 195.7K | $21.02M |
| 10 | Truist Financial Corp | 133.8K | $14.36M |