Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J353BULTSHS 2035 MUNBSMZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
29
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Confluence Investment Management LLC | 223.1K | $5.61M |
| 2 | Lpl Financial LLC | 150.4K | $3.78M |
| 3 | Atlantic Union Bankshares Corp | 138.4K | $3.48M |
| 4 | Invesco Ltd. | 89.5K | $2.25M |
| 5 | Stifel Financial Corp | 45.4K | $1.14M |
| 6 | Jane Street Group, LLC | 40.6K | $1.02M |
| 7 | Hightower Advisors, LLC | 40.2K | $1.01M |
| 8 | Raymond James Financial Inc | 38.0K | $955.8K |
| 9 | Equitable Holdings, Inc. | 35.7K | $896.4K |
| 10 | Envestnet Asset Management Inc | 31.9K | $800.9K |