Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V878DORSEY WRGT ENRGPXIQ1 2026
Institutional Holders
43
13F filers
Shares Held
717.1K
Aggregate institutional
Institutional Value
$35.55M
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
Increased10
Decreased9
Sold out4
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 259.7K | $15.47M | +259.4K | Added |
| 2 | Morgan Stanley | 57.2K | $3.41M | −10.9K | Reduced |
| 3 | Bank Of America Corp /De/ | 46.1K | $2.74M | +10.9K | Added |
| 4 | Lpl Financial LLC | 44.0K | $2.62M | +8.4K | Added |
| 5 | Iht Wealth Management, LLC | 18.8K | $1.12M | −2.8K | Reduced |
| 6 | Raymond James Financial Inc | 18.7K | $1.11M | +6.8K | Added |
| 7 | Alphacore Capital LLC | 17.5K | $1.04M | +17.5K | New |
| 8 | Goldman Sachs Group Inc | 15.7K | $933.5K | −16.8K | Reduced |
| 9 | Cetera Investment Advisers | 14.8K | $879.6K | −1.4K | Reduced |
| 10 | Kingsview Wealth Management, LLC | 13.6K | $807.3K | −40 | Reduced |
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