Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J395BULETSHS 2029 HGBSJTQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.5%
Max % of class reported
Institutional Holders
110
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Feb 8, 2022
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 8, 2022 | Wrapmanager Inc | 13G/A | 8.5% | 25.5K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 2.88M | $60.54M |
| 2 | Legacy Financial Group LLC | 840.8K | $17.69M |
| 3 | Wells Fargo & Company/Mn | 799.6K | $16.82M |
| 4 | Equitable Holdings, Inc. | 602.3K | $12.96M |
| 5 | Cetera Investment Advisers | 580.7K | $12.21M |
| 6 | Ubs Group AG | 483.7K | $10.17M |
| 7 | Leo Wealth, LLC | 418.7K | $8.81M |
| 8 | Morgan Stanley | 415.1K | $8.73M |
| 9 | Modern Wealth Management, LLC | 408.9K | $8.62M |
| 10 | Mercer Global Advisors Inc /Adv | 403.6K | $8.49M |