Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V795DORSEY WRGT UTILPUIQ1 2026
Institutional Holders
40
13F filers
Shares Held
454.3K
Aggregate institutional
Institutional Value
$20.37M
Q1 2026
Net New Holders
-2
5 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased12
Decreased9
Sold out7
Institutional Holders
40 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 111.5K | $5.24M | +8.3K | Added |
| 2 | Roi Financial Advisors, LLC | 44.7K | $2.10M | +1.3K | Added |
| 3 | Morgan Stanley | 41.2K | $1.94M | +915 | Added |
| 4 | Jones Financial Companies Lllp | 36.0K | $1.69M | +12.5K | Added |
| 5 | Synergy Asset Management, LLC | 33.4K | $1.57M | +33.4K | New |
| 6 | Imc-Chicago, LLC | 24.0K | $1.13M | −1.9K | Reduced |
| 7 | Fifth Third Securities, Inc. | 17.4K | $815.8K | +323 | Added |
| 8 | Royal Bank Of Canada | 15.8K | $745.0K | +13.6K | Added |
| 9 | Trek Financial, LLC | 12.7K | $594.8K | 0 | Held |
| 10 | Bank Of America Corp /De/ | 10.8K | $509.7K | −70 | Reduced |
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