Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J353BULTSHS 2035 MUNBSMZQ1 2026
Institutional Holders
29
13F filers
Shares Held
1.04M
Aggregate institutional
Institutional Value
$26.01M
Q1 2026
Net New Holders
+6
10 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased14
Decreased4
Sold out4
Institutional Holders
29 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Confluence Investment Management LLC | 223.1K | $5.61M | +223.1K | New |
| 2 | Lpl Financial LLC | 150.4K | $3.78M | +137.9K | Added |
| 3 | Atlantic Union Bankshares Corp | 138.4K | $3.48M | +8.6K | Added |
| 4 | Invesco Ltd. | 89.5K | $2.25M | −731 | Reduced |
| 5 | Stifel Financial Corp | 45.4K | $1.14M | +15.7K | Added |
| 6 | Jane Street Group, LLC | 40.6K | $1.02M | −26.2K | Reduced |
| 7 | Hightower Advisors, LLC | 40.2K | $1.01M | +40.2K | New |
| 8 | Raymond James Financial Inc | 38.0K | $955.8K | +13.8K | Added |
| 9 | Equitable Holdings, Inc. | 35.7K | $896.4K | +4.1K | Added |
| 10 | Envestnet Asset Management Inc | 31.9K | $800.9K | +17.9K | Added |
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